Paul Stepkowski Email & Phone Number

Palatine, Il, Us

• Managed an assigned east coast region portfolio balance of $600 million with 30-day collection calls in order to consistently reduce past due dollars below 1.5% and increase cash flow from operations.• Appropriately recommended and processed various documentation used in retail and wholesale financing, including: refinance, extension checklist, extension document, transfer of equity, personal guarantee, barter, substitution of collateral, note and security agreements.• Conducted monthly proceeds audits by traveling to region specific dealers to review sold, demo and units on loan.• Concentrated on learning the fundamental of retail and wholesale financing, and the applicable functionality of the Infolease and Wholesale Management System

• Procurement specialist tasked with forecasting, analyzing, and planning production materials including raw material, packaging items, boxes, and special projects through enterprise resource planning (ERP systems)• Build and maintain strong relationships with suppliers and vendors by being firm and fair in order to help future business and contracts• Entered international and domestic orders while following a strict forecasting model• Maintained strong working relationships and communications directly with co-workers, suppliers, vendors, and contract manufacturers to confirm production/shipping schedules and monitor open purchase orders for all orders to ensure on-time deliveries.• Worked with accounts payable on invoicing, verifying, and submitting claims for any discrepancies• Helped in transitioning and training of employees from AS400 to SAP program

Greater Chicago Area

• Acquired, retained, deepened, and managed relationships with clients • Generated growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach. • Maintained a portfolio of customers and proactively meet with them, face to face and over the phone, to discover their financial needs and provide product and service recommendations• Created an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm.

Greater Chicago Area

• Primary goal of acquiring, retaining and deepening customer relationships• Proactively meet with customers to discover financial needs• Partner with Investment Representatives and Home Lending specialists to deepen client relationships• Maintained 8-10% Quarterly Growth in Financial Products for Clients• Registered with the National Mortgage Licensing System (NLMS)

Bachelor'S Degree, Business Administration, Management And Operations

Associate'S Degree, General Studies