inFactor is an integrated Financial Technology company providing liquidity solutions across the spectrum of non-bank lending. The company exists to fill the chasm between the capital needs of small and midsized businesses and the services offered by the traditional banking system. inFactor operates three distinct, but complimentary, lines of business including direct finance, institutional structured finance, and servicing & analytics.

Serve on executive management team of firm providing loans for small businesses.Oversee and manage the Operations Department which processes and maintains the loan.Assist and collect client documentation in order to meet the obligations of the loan process.Interact with client and their customers on a frequent basis.Train clients and current staff on internal software used in day to day operations and tracking of loans.Aid in the collections process for all clients. Manage client relationship from start to finish.Solve problems creatively, quickly, and decisively as they arise for clients who need guidance and cash flow for their businesses, oftentimes on an extremely tight deadline.Counsel start-up clients on multiple facets of their business—since many do not have a large staff or training in certain areas they often need guidance in growing and managing their business.

Chosen by management as Best in Breed to identify and implement ways to streamline operations.Chosen for Audit Support Task Force to improve client audit support procedures and materials.Serve as primary contact for families, institutional clients, investment managers, and consultants.Collect, interpret, and organize information relating to all aspects of client portfolios.Track and maintain current investment themes and client interests.Monitor and track capital call and distributions for clients with non-marketable alternative assets.Analyze and benchmark client portfolios using investment manager databases.Perform liquidity analysis on clients’ marketable, hedge fund, and alternative asset portfolios.

Selected to serve on Lean Committee to generate ways to make company run more efficiently.Conducted training sessions for executive management leaders on efficiency practices.Supervised and reviewed daily work of Associate I’s.Determined timing of income and expense accruals.Ensured accurate general ledger account balances for daily pricing of portfolios.Reconciled cash and fund share transactions and resolved discrepancies within accounts.Participated in monthly and yearly audit process.

Accounted for all daily activity, including purchases, sales, income accruals, and striking NAV.Entered and monitored general ledger and daily account activity.Verified and processed all corporate actions.Completed rigorous financial training and honed analytical and communication skills.