Noel Lucas Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Greater Chicago Area

• Provided administrative support to the Division President, as well as Vice-Presidents, Business Development, and members of the Executive Team.
• Coordinated assigned projects and assist in the implementation of new products and services as well as analysis and research.
• Managed and directed all the Online Account Specialists; including providing backup support for their job responsibilities.
• Assisted in servicing, managing, and tracking mortgage leads generated by the Business Development Vice Presidents and Business Development Representatives.
• Assisted in the daily New Share Report for the online accounts.
• Managed and direct the new membership welcome on-boarding process and administer quality control efforts to ensure accuracy.

Greater Chicago Area

• Oversees card-linked loyalty program that provides money back on customer’s credit card on purchases at retail stores. Monitors the onboarding pipeline and ensures new clients launch and on time for the Enterprise.
• Ensured optimal operating coverage for each partner via the addition of new locations, deletion of old locations, and resolution of broken streams for existing store locations.
• Produced weekly reports and updated to the enterprise clients’ onboarding process and/or coverage.

Greater Chicago Area

• First employee hired. Contributed to policy and procedure development for this merchant cash advance company with 50 employees that generated revenue of $70 million annually. Assessed customer’s business potential to.
• Updated underwriting and operations queue to ensure process efficiency.
• Oversaw application, data input, and assessment of all small business financing applications.
• Served as head administrator of internal databases and vendor software.
• Supervised factoring payments and invoices.
• Assisted in applying lockbox and daily collection of client payments.

Greater Chicago Area

• Handled a regional portfolio of 250+ accounts with credit lines that total $15 million for this rigid packaging and packaging components company with 500 employees that generated revenues of $700 million annually..
• Initiated collection activities and investigated account discrepancies.
• Contacted sales representatives to pre-qualify new accounts and review delinquent accounts.
• Presented account status and statistical reports to management.
• Developed payment plans to resolve client debt that strengthened company-client relations.
• Facilitated customer and business unit relations through quarterly visits.

Greater Chicago Area

• Senior Credit Analyst (2009 – 2011) Credit Analyst – Team Lead (2008 – 2009) Contract Central Supervisor (2008)Contract Analyst (2007 – 2008) Conducted financial analysis on large deals that ranged from $250,000 - $5.
• Prepared and conducted credit and sales personnel training sessions.
• Coordinated and moderated team meetings.
• Monitored and adjusted merchant accounts to manage client cash flow.
• Forecasted sales to determine profitability and restructured deals to fit policy guidelines.

Schaumburg, IL

• Built rapport with potential customers and originated mortgages for this private residential lending company with 500 employees that generated revenue upwards of $250 million annually. Analyzed credit history, income.
• Insured customer satisfaction by sustaining thorough knowledge of lending programs.
• Provided timely updates and/or progress reports to all interested parties.
• Offered financial counsel to customers to assist with proper utilization of credit.

Park Ridge, IL

Entered claim form into computer system for small private company with 250 employees that provided short and long-term outsourcing healthcare solutions. Verified account information accuracy.

Bachelor Of Arts, Economics

Liberal Arts

Education record