Responsible for breaking down deals making sure all documents are signed correctly to send to our banking relationships for funding. Working with customer specialists and team leads to prepare deals to be finalized by our accounting dept and title clerk, making sure paperwork is in order. Calling banks to send lien releases needed for trade titles. Prepares cancellations for service contracts, collecting all paperwork necessary for our Warranty clerk to finalize the cancellations. Data entry of Auto Armor into vendor's website. Working with vendor to set up appointments for customers. Tracking CIT to ensure our deals our funded in a timely manner. Print paperwork for new auto loans. Order supplies such as documents/contracts from Honda and MADA.

Responsible for the retention and growth of assigned vendors within the healthcare and IT infrastructure. Working with National Business Development Manager and Regional Sales Managers to create customer specific finance programs while identifying and signing new customers. Collecting credit information from new customers to prepare package to be reviewed by our credit department.

Specialized in Franchise Finance for nationally known QSR restaurant brands and Hotel chains including working with Sales Manager to create finance programs for initiatives, new builds, remodels, etc. Travel for Trade Show and Conferences to represent our finance products. Collect information and prepare new deals to be reviewed by credit.