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MCA Program Manager & Processor | 3+ Years’ Experience Team success oriented Finance professional with extensive experience across finance management, operations management, and strategic planning in large & small, Real Estate and Financial firms. Proven track record of managing complex/high yield projects while leading high-performing teams to support an organization’s success. Goal Oriented leader who implements high-impact strategy that drives positive change by improving financials, revenue, profitability, and client retention. Highly effective communicator & value-driven individual who thrives in fast-paced and team environments, delivering forward-thinking, professionalism & results.
Experience:
Account Manager & BDR, Central KY 2022 Manage over 100 B2B accounts in the Central KY region where face-to-face sales and account retention are a necessity. Within 6 Months have amassed over 30 new accounts bringing in over $250,000 in annual revenue. Built relationships that allowed me to get 5-7 year exclusivity contracts signed to guarantee revenue for over half a decade.
Manager, Account Collections & IT Support 2022 Serves as Manager of Account Collections for a MCA Lending startup. Directs a small team of finance oriented individuals with the purpose of collecting owed funds on accounts with negative or no payment activity. Creates a system of operations for collecting said funds with minimal to no conflict with clients. Dealt with any and all computer, network, and software issues for the whole company.
Associate, Processing 2019 – 2022 Director, Processing & Account Mgmt. - 2022 - Quickly promoted to the director of processing and account management. Directed a team of 5 professionals to process over 150 small business files a day for potential private investment. Developed an efficient and effective way of analyzing potential investment and mitigating risk.
Served as the director of operations at the fastest growing real-estate agency in Kentucky. Managed 15 agents CRM’s and created the content and platform for training new agents as well as setup and manage all computers, printers, & Networks.
Senior Account Executive, Dispositions 2019 – 2021 Managed 40 plus Real-Estate investor accounts on a daily basis to sell various types of real estate including $10M + portfolios. Nurtured the relationship between the firm and loyal investors to create a lasting business model.
CORE COMPETENCIES: Operations Management Account Management Customer Service Strategic Planning Client Retention Team Building Development Processing MCA Software
Technical Skills & Certifications MCA Track, Orgmeter, ACH Payments, Bank Statement Analysis, Bank Login, Decision Logic Thomas Rheuters Clear, Microsoft Excel, Google Suite, Go-high level, Follow-Up Boss, SISU, Quickbooks, Quickbooks Pro-Advisor (Cert.), Salesforce, PowerBI, SAP
Experience:
Account Manager & BDR, Central KY 2022 Manage over 100 B2B accounts in the Central KY region where face-to-face sales and account retention are a necessity. Within 6 Months have amassed over 30 new accounts bringing in over $250,000 in annual revenue. Built relationships that allowed me to get 5-7 year exclusivity contracts signed to guarantee revenue for over half a decade.
Manager, Account Collections & IT Support 2022 Serves as Manager of Account Collections for a MCA Lending startup. Directs a small team of finance oriented individuals with the purpose of collecting owed funds on accounts with negative or no payment activity. Creates a system of operations for collecting said funds with minimal to no conflict with clients. Dealt with any and all computer, network, and software issues for the whole company.
Associate, Processing 2019 – 2022 Director, Processing & Account Mgmt. - 2022 - Quickly promoted to the director of processing and account management. Directed a team of 5 professionals to process over 150 small business files a day for potential private investment. Developed an efficient and effective way of analyzing potential investment and mitigating risk.
Served as the director of operations at the fastest growing real-estate agency in Kentucky. Managed 15 agents CRM’s and created the content and platform for training new agents as well as setup and manage all computers, printers, & Networks.
Senior Account Executive, Dispositions 2019 – 2021 Managed 40 plus Real-Estate investor accounts on a daily basis to sell various types of real estate including $10M + portfolios. Nurtured the relationship between the firm and loyal investors to create a lasting business model.
CORE COMPETENCIES: Operations Management Account Management Customer Service Strategic Planning Client Retention Team Building Development Processing MCA Software
Technical Skills & Certifications MCA Track, Orgmeter, ACH Payments, Bank Statement Analysis, Bank Login, Decision Logic Thomas Rheuters Clear, Microsoft Excel, Google Suite, Go-high level, Follow-Up Boss, SISU, Quickbooks, Quickbooks Pro-Advisor (Cert.), Salesforce, PowerBI, SAP
