Samantha Rios Email & Phone Number

White Plains, New York, United States

AmurEF is an equipment leasing finance company that has years of asset knowledge diverse industry coverage, and situation specific underwriting expertise.Key Highlights:• Acts as Liaison between 4 operational teams and a development team to understand customer demand for moving from a legacy system into Salesforce to increase productivity.• Develop dashboards within Salesforce to provide operational data to enhance accuracy and efficiency within different departments such as the underwriting, documentation and funding departments.• Analyze and gather data from each department to identify problem areas to streamline processes within Salesforce. • Create user stories within Jira for the business strategy and management of each department. • Work with scrum teams and project managers to prioritize needs and communicate product vision.• Present updates and demos to key stakeholders to make sure the product is in line with the business strategy and product vision.• Work with departments to respond to their feedback and encourage improvement in order to enhance and propose process and policy enhancements.

White Plains, New York

Key Highlights:• Underwriting equipment loan or lease requests across a variety of industries and equipment types, as well as decisioning applications.• Investigate and respond to other Departments’ feedback on Credit underwriting and decisioning actions; propose process and policy enhancements as a result.• Identify customer and transaction types suitable for automated credit decisioning; develop, test and monitor related score cards and decisioning automation systems.

Inwood, New York

Laundrylux is the North American supplier of Electrolux & Wascomat commercial laundry equipment for self-service Laundromats and On-Premises Laundries such as hotels, hospitals, and salons. As Senior Credit Analyst, I contribute to the accuracy and integrity of financial operations.Key highlights:• Processed up to 130 business loans each year, valued at up to $1.5 million, working closely with commercial laundry facilities located at upscale hotels, spas and hospitals.• Managed high-volume territory, achieving over $15 million in funding in one-year period and successfully streamlining key processes which led to more than $12 million in annual revenue to date.• Worked closely with five lending partners to process documentation, ensuring adherence to financial standards and promoting full compliance with regulatory requirements.• Analyzed a high volume of financial data to assess potential risk of investments, evaluating lease agreements and financial statements of commercial enterprises to inform decisions. • Trained and supervised all new hires including incoming Credit Analysts, reporting directly to VP of Financial Services.

New York, Ny

In my earlier role as Credit Analyst I compiled weekly and monthly financial reports creating fiscal projections to inform prospective funding initiatives. Key highlights:• Tracked and updated a high volume of confidential data pertaining to taxation records and entity accounts, reviewing loan packages for accuracy prior to submission.• Managed relationships with multiple financial institutions and lending partners, working to expand key offerings for clients.• Coordinated departmental workflow, introducing new process and procedures to streamline internal operations.

Providence, Ri

AAA Northeast is one of the largest and most innovative not-for-profit organizations, providing advocacy on behalf of all motorists, as well as many specialized services for the exclusive benefit of its members. As an Internal Audit Intern, I compiled a high volume of financial data from auditors and prepared documentation, working to promote full compliance with corporate standards and data management requirements.

New York, Ny

CBIZ is a leading financial services consulting firm, providing its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. As an IT Department Intern, I worked closely with the IT Director, tracking and documenting internal data pertaining to financial records and performance.

Master'S Degree, Finance And Marketing

Bachelor Of Science (Bs), Accounting