Service all lending functions within a vast portfolio of 30+ syndicated subscription finance & trading deals. Perform comprehensive administrative/billing duties & ensure system coding complies with client credit agreements. Analyze & approve transactions/exhibits to control company risk. Strong aptitude for investigating/resolving complex loan breaks. Experience with multicurrency transactions, cashless conversions, MGL’s, amendments, circles, NOSTRO accounts, tax forms, IMTs, repricings, deal closings, amortization/fee schedules, accrual reporting/adjustments and interest capitalization. Proficient in client/lender relations and daily portfolio management/scheduling.

Cofounded and overseen a team of 18 billing specialists who supported all account maintenance & auditing of over 20K accounts (including creation, risk analysis, tax coding, EDI programming, pricing classifications, re-bill processes, credit approvals & specialized billing options). Monitored all order-to-cash functions & instituted various risk control checkpoints. Led team to invoice over $20 Million in FY22 with a 65%-line increase over FY21. Co-led a kaizen event to convert all SOPs to SharePoint & created team’s onboarding procedures.

Responsible for the training & development of all CSSM roles throughout the Charlotte West Region. Analyzed region cash control & reported weekly details to Regional Mgr. Championed company initiatives & coordinated changes in policy. Administered performance appraisals & corrective actions. Controlled all miscellaneous income and logged store expenditures. Processed and audited daily deposits and identified causes of revenue loss.