Zack Miller, Clfp Email & Phone Number

Fairport, Ny

• Consulted equipment finance companies on transaction documentation, operational process and business considerations with a strategic approach to provide their clients with a high level of service, mitigate risks and maximize profitability.• Communicated with various functional roles internally as well as with their clients and partners.• Reviewed direct and indirect lease and loan transactions with a high attention to detail for proper documentation, purchase support, perfection of security interest, compliance information, insurance, conformance with credit approval and pricing.• Negotiated syndication documents (assignment agreements/note and security agreements) and lease contracts collaboratively with general counsel, sales, and credit management, as applicable.

United States

• Managed and mentored a six-person team, in which I fostered an environment of positivity, learning and development, collaboration, client focus, high performance, recognition and taking action to achieve results.• Trained and assisted other colleagues on client service and strategic communication, lease and loan transaction process, policy and system requirements, and documentation. • Interviewed candidates and made hiring and compensation decisions. • Problem solved thoughtfully by suggesting alternative financing structures, collateral and funding partners during credit underwriting to ensure a high level of client service and ability to obtain approval with maximum return.• Reviewed documentation and funding packages with high attention to detail to ensure proper documentation, economics, credit parameters, perfection of security interest, insurance, payment remittance, fraud prevention and regulatory compliance.• Decisioned policy and/or procedure exception requests.• Negotiated lease contracts collaboratively with general counsel and leaders of other functional roles as necessary.• Presented key team accomplishments and objectives to senior management.• Led collaboratively by working with Sales management to improve relations, expectations of responsibilities and processes for transfer of information between functional roles. • Increased efficiencies and improved client experience by identifying and implementing enhancement to asset management platform.• Assisted sales colleagues with closing new transaction awards by explaining the lease process, answering questions and providing options and solutions to their needs.

Fairport, Ny

• Managed heavy volume (40 transaction deal report) of commercial lease and finance transactions with an emphasis on protection of the company, excellent client service, maximizing profitability and effectively prioritizing and organizing tasks. • Delivered high level of service to C-level executives of clients by being friendly, solution oriented, strategic, timely, and concise in my communication, working collaboratively with other functional roles, and coordinating with their equipment suppliers, other creditors and insurance agents. • Performed preliminary credit analysis, economic analysis, purchase support review, perfection of security interest, preparation of lease documents, preparation of funding packages, payment remittance, collection of applicable compliance information and contract negotiation with high attention to detail.• Built relationships in tandem with sales colleagues by attending industry events and territory visits.

Bachelor'S Degree, Corporate Finance

Activities and Societies: Teacher's Assistant, Investment Club, Beta Gamma Sigma Honor Society Minor in Accounting Advanced Investment.

Associate Of Science (A.S.), Business Administration And Management, General

Activities and Societies: Phi Theta Kappa Honor Society Trustee Award for highest academic achievement