Tarun Kumar Email & Phone Number

California, United States

California, United States

San Francisco, California, United States

- Collaborate closely with CEOs and CFOs of venture-backed companies ranging from Recurring Revenue Software, FoodTech, Innovation, CPG, and others to develop and maintain client relationships.- Manage the entire credit process from introduction to close for companies ranging from pre-revenue to $200MM in annual revenue. - Engage with companies in person, virtually, over the phone, and via email to understand their business and credit needs.- Request and analyze due diligence materials to support the best credit structure.- Present loan presentations to senior management and the Loan Committee.- Coordinate the processing of approved loans and resolve any issues within the team's portfolio.- Deliver superior customer service and maintain follow-through with clients and colleagues.- Assist in onboarding new clients and manage account requests/issues for existing clients.- Handle underwriting, portfolio management, and upkeep tasks related to new loan requests and the existing portfolio.

San Francisco, California, United States

- Awarded Best Institutional Investment Platform by FinTech Awards for 2021- Manage a portfolio of high-growth companies using CircleUp's proprietary platform known as Helio. - Responsible for identifying areas of growth and profitability within the existing borrower portfolio. - Maintain relationships with Owners, CEOs, and CFOs of high-growth CPG brands, while being a point of contact when financial needs arise. - Work closely with the Head of Risk to develop custom borrowing bases tailored to the financial needs of our clients.

San Francisco

- Granted approval authority of up to $1M and pricing authority on new proposals of up to $2M- CircleUp was named the 2020 Top Small Business Lending Platform by LendIt

- Granted approval and pricing authority for exposures up to $500k

San Francisco

● CircleUp is an investment platform powered by technology. We provide capital and resources to innovative, early-stage consumer companies across three business divisions: CircleUp Growth Partners, CircleUp Credit Advisors, and Insights & Connections. All business divisions are powered by Helio, CircleUp's proprietary machine learning platform, which analyzes data across 1.4 million businesses to understand industry trends and predict future business success● Performed credit reviews on corporations to assess financial conditions.● Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.● Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.● Determined and documented loan conditions and communicated requirements and decisions.● Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.● Made decisions and recommendations about extending lines of credit.● Conducted presentations to upper management and executive teams for loan recommendations.Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.● Negotiated contracts and closed sales with new and existing clients.

Berkeley

● Identified opportunities to improve customer financial stability● Performed risk analysis to minimise losses● Collected customer financial information in order to matchproducts with customer needs● Collaborated with private banker to to achieve a high referralrate● Gained knowledge about working in a professional setting

Berkeley, California

● Referred clients to bankers by explaining financial opportunities● Handled high value transactions● Strengthened relationship between clients and company

Level 2 Candidate

Undergraduate, Finance, General

Undergraduate degree with emphasis in Business-Finance