Paul Stepkowski Email & Phone Number

• 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.
• 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.
• 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