Manage existing relationships with clients. Drive marketing projects to increase customer utilization. Generate new sales. Create and conduct QBRs.

Annual, quarterly, and monthly portfolio analysis. Implemented PowerBi company wide. Manage PowerBi dashboards and create detailed reports. Implemented PowerBi company wide. Manage the front end of Salesforce (automate dashboards, opportunity reports, and pipeline repots). Run and write SQL and Power Queries related to revenue, payment details, and processor costs. Credit card processor statement analysis. Oversee pricing of RFP's. Perform in depth analysis of Mastercard, Amex, Visa, and Discover interchange rates and how to maximize revenue based off of different fee structures. Determine and implement strategies, KPIs, and processes to increase the performance of low performing accounts.

Simple interest lease and retail loan expertise. Forecasting call volumes and business cycles. Analysis of low performing customer service agents. Daily use of Microsoft excel. Analyze and create business models in order to increase productivity.