Marissa Cope Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, United States

• Deliver value-focused impactful NetSuite product demonstrations on how to optimize users’ accounting, finance, inventory management, procurement, marketing, sales, and project management through NetSuite’s processes.
• Manage the pre-sales lifestyle leading discovery and decomposition calls, documenting client’s business requirements, analyzing system compatibility, mapping business and functionality processes and assessing risk
• Develop PowerPoint presentations with business acumen training to convey NetSuite’s value in a professional manner with graphics and present NetSuite as the best solution for growth that solves challenges specific to.
• Selected as one out of 20 participants for a seven-month pre-sales training program, where I learned how to successfully run an ERP demonstration and value-selling

Orlando, Florida

• Analyze collateral pool for Agency/Non-Agency Residential Mortgage Backed Securities and other Asset Backed Securities (including auto loan, student loan, consumer loan, and solar loan transactions)
• Reproduce stratification data tables, structuring replines, and other statistics pertaining to the collateral backing securitized transactions using CAS (Collateral Analysis System) and Excel
• Review offering documents, such as Term Sheets, Private Placement Memorandums and Offering Memorandums, with extreme attention to detail to ensure information is presented accurately to investors in accordance with.
• Communicate with several parties involved in the transaction process, including asset managers, underwriters, and lawyers to resolve issues and discrepancies quickly and efficiently
• Engaged on the Due Diligence process of the collateralized pool for the securitization process for Residential Mortgage Backed Securities and Asset Backed Securities

Miami, Florida

• Manipulated data from electronic medical billing software to calculate physician compensation and other key metrics while compiling them into a specialized report
• Developed multiple reports and presentations containing metrics for the Vice President of Operations regarding specific trends and statistical changes while adhering to a strict deadline monthly
• Reconciled accounts receivable based on previous day reporting
• Assisted the Vice President of Operations in developing and refining quarterly financial models such as profit & loss statements, yearly budgeting and forecasting

Miami, Florida

• Assumed a leadership role in absence of the Teller Lead by maintaining operational controls of the branch such as marketing and audit preparations, as well as leading conversations with clients for other tellers
• Processed standard teller transactions for customers, which included servicing accounts, loan payments, safety deposit box, cashed checks, and balanced cash drawers at the end of each day
• Built rapport by engaging with each client and delivering a unique customer experience. Identified potential opportunities within each client to transition them to the branch staff member to further assist the client’s.
• Initiated out-bound calls for the team and booked in person appointments for bankers, along with assisting with daily activities as well as initiated wire transfer paperwork
• Performed lobby leading engagement activities with all in person clients and connected them based on their product needs