Frank Romeo Email & Phone Number

Experienced Associate specializing in configuration, customization, and documentation of securitization products. Performed financial modeling, analytics, collateral stratification analysis, and technology infrastructure for structured finance. Assisted in converting complex securitization data into financial models, supporting clients with product implementation and support. • Utilized SQL, Crystal Reports, and financial software, with a strong focus on client interaction and solution testing to configure Moody's proprietary ABS Suite Plus software and meet business requirements.• Provided ongoing support to clients, helping optimize their securitization processes and ensuring compliance with regulatory reporting and trigger monitoring requirements.• Analyzed securitization documents to identify key structural terms and translate them into technical specifications.• Configured custom client dashboards using Sisense software to optimize data visualization and reporting, tailored to each client's securitization data sets.

Prepared settlement/investor reporting (utilizing ABS Suite) for securitization platforms, while developing technological solutions and controls to ensure compliance within GE and contractual requirements.• Developed business and technical requirements, analyzed gaps, and provided recommendations for improvement. Enhanced securitization structures through calculations, queries, reports, and Excel models.• Liaised between Securitization Operations and IT for UAT, ran test cases, and addressed bug remediation. Translated securitization documents into Visio scripting for ABS Suite Distribution processing.• Improved processes with Crystal Reporting, SQL, and database queries. Set up and managed the cash wire execution framework.

Successfully translated sales reporting and analytics experience to create and deploy value-add analyses for critical financial services function.• Development of a Spotfire analytical tool to assess transactions and trends within the risk organization, providing information and insights on deal status, risk decision type, credit ratings and approvals. • Served as a reporting analyst SME (Subject Matter Expert) for the sale and disposition of GE Capital businesses, both domestically and internationally. Delivered comprehensive data sets of key metrics for over 275 bidder requests in accelerated cycle time and with 100% accuracy to help the organization maximize asset value.

Core Competencies:• Optimizing Sales Operations and Territory Coverage• Enhancing Sales Performance and Opportunity Analysis• Streamlining Reporting and Data-Driven Decision MakingLeveraged these core competencies to develop and refine analytical tools using Salesforce.com, QlikView, Spotfire, Cognos, and Business Objects, driving the management of a $2B+ sales pipeline.• Created impactful dashboards and performance metrics, delivering actionable insights to support sales forecasting, account management, and pipeline oversight for sales teams and executive leadership.• Served as a trusted subject matter expert on cross-functional project teams, driving reporting enhancements, system upgrades, and strategic sales planning initiatives.

Sales Performance and Reporting:• Generated and closed over $75 million in small-ticket volume, establishing and maintaining strong relationships with Vendors and Equipment Sales Representatives.• Developed and managed weekly volume forecast reporting and pipeline models for the sales team, ensuring alignment with business goals and maximum operational efficiency.• Created the Inside Sales Representative Compensation Plan tracker tool, monitoring progress of funded volume against territory budgets, enhancing sales performance tracking.• Developed the Sales Activities Report package, delivering regional and individual sales performance views, aligned with business requirements to ensure effective reporting.• Served as a Subject Matter Expert for Sales, collaborating with IT, Operations, Risk, Sales, Third-Parties, Quality, and Marketing teams to analyze and implement process improvements, including standard operating procedures and system upgrades.

Operations Team Management and Process Improvements:• Managed day-to-day activities and workflow for the Operations Team, overseeing a group of five analysts.• Resolved complex transaction issues, ensuring accuracy in booking over $500 million in transactions.• Identified and implemented process improvements across Operations, Asset Management, and Third-Party processing functions.• Developed and executed training programs and Standard Operating Procedures (SOPs), reducing transaction cycle time and increasing capacity and productivity.• Streamlined Operations processes across multiple platforms to standardize procedures, ensuring accuracy, controllership, and adherence to acceptable standards.• Created a performance metrics dashboard to track key indicators including transaction accuracy, cycle time, conversion ratios, and audit results.• Ensured that performance metrics aligned with and exceeded both internal and external customer expectations.

Financial Transactions & Process Improvements:• Managed high-volume financial transactions: Booked and funded over $200 million in financial transactions annually.• Ensured compliance and accuracy: Responsible for ensuring all documentation was complete, accurate, and in compliance with company and audit policies.• Process mapping and improvement: Mapped and defined business processes to establish a foundation for translating process improvements into Standard Operating Procedures (SOPs).• Training and auditing: Trained and audited new hires on financing processes, document negotiations, and system applications to ensure operational efficiency and compliance.• Expanded role in performance management: Took on an expanded role, focusing on pipeline and cycle time performance to drive operational improvements.• Liaison to IT for technology changes: Acted as a liaison to IT, facilitating and supporting the implementation of technology changes to optimize business operations.