AM Money provides merit-based student loans and career support for low-income college students.(Technical title: Head of University Partnerships)•. Increased loan volume by 150% with 342 new higher ed partnerships in less than 18 months.•. Developed and maintained sales objectives and activities in Salesforce to provide weekly, monthly, and annual reports for management team and current/potential investors.

Sixup provides merit-based student loans and wrap-around services for low-income college students.•. Promoted to Head of Business Development after being with the company for 11 months and led a remote business development team of five account executives at an early-stage, fin-tech company.•. Increased loan portfolio from $10M in 2018 to $25M in 2019 by aligning sales objectives with new reports and dashboards that measured sales engagement and performance on demand.•. Established sales budget and decreased team's travel and expense costs by 40% with revised travel policies.

Credible is an online marketplace that allows consumers to shop for personalized financial products such as student loans, student loan refinancing, and mortgages.(Technical title: Strategic Partnerships, School Channel Manager)•. Created engaging marketing materials, including collateral, sales presentations, product demonstrations for all sales engagement activities. •. Exceeded sales targets through knowledgeable forecasting and account development planning.•. Researched competitor's offerings through client discussions, industry conferences, and market research to help prioritize product road map.

MPOWER works with investors and universities to lend to high-potential students who are left out by traditional banks. (Technical title: Director of University Relations)•. Executed sales strategies designed to enhance brand visibility as a full-service lender to drive loan volume by translating customer needs to product solutions.•. Conducted virtual and face to face sales meetings, product training presentations, product performance reviews enhancing clients' product knowledge.

(Technical title: National Manager, Campus Relations)As an early employee of this successful fintech startup, I introduced new lending products for MBAs, parents, and alumni to financial aid administrators and student leaders on campus. Identified opportunities and developed strong relationships that resulted in several key partnerships with schools, wealth management firms, and college planning/funding companies. •. Managed 500+ schools and accounts nationally from remote office with 50% travel.• Represented customer interests and operational needs in strategy and project prioritization meetings.•. Increased website traffic and SEO by securing a position on 75% of targeted schools' lender lists, developing a web page for campus administrators and student leadership, and maintaining product information on third party websites.

Marketed education financing products and services to higher education management in Michigan, Ohio, and Pennsylvania. Built strategic relationships with key business partners to provide cohesive processing solutions for mutual clients. Managed 100+ accounts in a multi-state territory from remote office with 75% travel.• Exceeded monthly, quarterly, and annual sales activity objectives by 10% by expanding existing relationships with college and university administrators. • Enhanced in-depth client knowledge through quarterly face-to-face client meetings, product performance reviews, and participation (exhibitor and presenter) in association conferences. • Positioned brand on 93% of clients’ suggested lender list, increasing market share in a highly-competitive environment. • Transitioned 100% of accounts to preferred processing platforms within 12-month period. Decreased overall loan cost and improved client relationships and processes.• Addressed, researched, and collaborated with internal and external resources to provide creative, technical solution that addressed largest client’s unique processing needs. • Recognized by management for developing graphical presentations for key clients that illustrate loan application and portfolio performance by school, ensuring transparency and positive experience for clients. • Increased sales productivity amongst colleagues by developing training presentations on “Synchronizing Salesforce.com and Microsoft Outlook to Effectively Managing Client Contact, Creating Salesforce Views to Monitor Sales Cycles, and Creating Salesforce Reports for Management and Client Requests.”

Managed back office operations and $150M loan program for large 4-year public university. Supervised staff of 13 in operations, counseling, and loan processing, with a high focus on regulatory compliance.* Contributed to successful 2-year implementation of campus-wide student information system. Participated in several committees responsible for the development and testing of Student, Finance, and Financial Aid modules for the University.* Administered multiple web-based loan delivery systems in compliance with Title IV cash management regulations. Streamlined operational and technical procedures, increasing efficiency amongst business functions.* Managed successful compliance reviews and annual audits of the federal loan programs through the Michigan Department of Education, U.S. Department of Education, and external auditors contracted by the University.* Received Division of Enrollment Services annual retention award for development of loan program that increased retention by 15% over a 3-year period.* Marketed the University by providing financial aid presentations to prospective students and families in Michigan and Ohio high schools.

Coordinated the administration of programs such as student loans, grants, graduate student programs, and continuing student eligibility including the planning, processing, awarding and reporting. Advised students/families about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management, financial planning and individualized information to the particular needs and situations of the students.