Experienced sales support professional skilled in cultivating and nurturing client relationships. Thrives in collaborative team environments, working towards achieving tangible results. Known for reliability and adaptability, consistently delivering exceptional outcomes even when faced with changing needs.
Overview
30
30
years of professional experience
Work History
Middle Market Specialist - CT&I - Direct Team
DLL
03.2022 - Current
Support the Direct Sales team by handling applications, documentation and file completion to prepare for booking/funding for high dollar transactions
Support Fleet sales by processing flow business for Hyundai, Doosan and Toyota Forklifts
Own and Manage the Lease By The Hour program which includes but not limited to: supporting sales in documentation and file preparation for booking/funding; manually calculate and maintain all overage reports to invoice customer as needed
Work closely with our customers and partners to ensure a smooth a timely transaction
Work closely with internal teams ie: Risk, Legal, Asset Management, Tax, Booking/Funding, etc to ensure all information and documentation is correct and accurate
I have been a go-to person on the team for management to rely on regarding picking up extra work or helping to train new members of our team
Lead Business Lending Relationship Management Representative - Vendor Ag
WELLS FARGO FINANCIAL LEASING, INC
11.2014 - 03.2022
Input and update applications for agricultural equipment on behalf of sales, dealers or customers and communicate application decision accordingly
Prepare documents for all finance products including loans, traditional leases and special structure leases
Communicate with necessary parties to follow up for and obtain all required documentation to finalize the transaction
Carefully review received documents for completion including all signatures and dates
Collaborate with necessary parties to correct or provide missing information
Manage outstanding transactions to ensure deals convert to fundings
Frequently work as middle man or go to person for all areas of the processing teams to work with
Form, build and maintain strong relationships with dealers and customers along with all levels of our internal business structure
Work closely with team members to structure best practices for efficient processing
Assist in writing Standard Operating Procedures for daily tasks as well as complex transactions
Provide assistance to management regarding team processes, culture and efficiencies
Previously managed business and dealer relationships in a specific territory including all applications, quotes (Tvalue) and documentation
Sales Support Team member - Office Automation
WELLS FARGO EQUIPMENT FINANCE
10.2012 - 11.2014
Strengthen relationships with key vendors by providing attentive service and efficient problem solving resulting in increased volume
Provide superior service to our copier vendors as well as our internal and external sales force
Proactively solicit information and follow-up from vendors, sales and internal departments to build the most productive and efficient working relationships possible
Process applications efficiently and accurately including inputting applicant information until time of convey within a standard time frame of 12 minutes or less
Adhere to the corporate CIP policy on verifying our customer as precisely and accurately as possible
Demonstrate team participation by taking and logging an average of 500 calls per month and answering an average of 1000+ emails
Verify correct rate, signer and documents are utilized when questioned by a vendor
Review documents when lease agreement changes are requested and provide clear feedback to the vendor in what is acceptable and unacceptable
Owner and Operator
IN-HOME DAYCARE PROVIDER
01.2006 - 10.2012
Provide a safe and loving home environment to children in my home
CPR/First Aid certified
Provide nutritious snacks and meals
Educate children on basic skills, manners, colors, numbers and words
Provide the opportunity for children to master their fine and large motor skills
Provide peace of mind for the families entrusting the care of their children to my business
Operate in Quickbooks to provide financial statements for year end taxes as well as year end reports to individual families
Equipment Contract Finance Administrator
WELLS FARGO FINANCIAL LEASING
10.2002 - 04.2005
Provided superior service to vendors and internal sales force, including responding to inquiries, concerns, and requests for data and support
Proactively solicited information and followed-up from vendors, sales, and internal departments to build the most productive and efficient working relationships possible
Processed all applications from submission through funding accurately and in a timely manner
Navigated the internet to research and obtain basic information on applicants
Verified documents for completeness and validated acceptable/applicable rates and yields according to company policy
Demonstrated in-depth knowledge of D&B reports and credit bureau reports, clearly explaining pending transactions and credit decisions to vendors
Strengthened relationships with key vendors by providing attentive service and efficient problem solving resulting in increased volume
Credit Analyst
WELLS FARGO FINANCIAL
03.2001 - 10.2002
Reviewed and analyzed consumer applications including credit background and income information to determine if lending qualifications and criteria are met
Ensured applicants have met all necessary requirements to sell loans to one of three investors; worked with budgets to fit inside investor guidelines (including debt ratio and disposable income)
Prepared files for final approval which includes corresponding with branches, credit agencies and employers to ensure necessary documentation is included
Utilized strong analytical, organizational, mathematical and communication skills to prepare files with absolute accuracy and meet restrictive deadlines
Photographer
LIFETOUCH
08.1999 - 11.2000
Photographed all ages of children for school portraits, identification cards and group photos
Utilized excellent communication skills and selling techniques to maintain existing accounts
Demonstrated strong organizational abilities, ensuring photographs were taken in the most efficient manner
Consistently promoted a positive company image, relating quickly to diverse individuals and adapting easily to changing situations
Served as a Customer Service Representative for affiliated studios and ensured customers' needs were identified, met and problems solved
Child & Family Resource Specialist
CHILDREN & FAMILIES OF IOWA
04.1998 - 05.1999
Participated as a member of ACT (Alternative Collaboration Team)
Conducted in-home counseling sessions and developed case plans
Arranged & monitored foster care and supervised family/children visits
Analyzed research to develop and implement master treatment plans according to clients' needs
Directed recommendations and consultations with judges, psychiatrists, physicians, teachers, lawyers, probation officers and therapists to determine the best course of action for clients and their families
Prepared detailed daily documentation and reports to be used by judges, lawyers and therapists
Researched and referred clients to other resource providers within the community
Supervised clients in building value-added skills, such as conflict resolution, anger management and coping/social skills
Milieu Treatment Counselor
ORCHARD PLACE
07.1995 - 04.1998
Established and implemented treatment programs for emotionally and behaviorally disturbed children
Assisted in the teaching of daily living and social skills and co-facilitated various treatment groups
Encouraged and facilitated a team effort in daily decision making
Education
Bachelor of Science Degree - Psychology
UNIVERSITY OF NORTHERN IOWA
Cedar Falls, IA
12.1994
Skills
Relationship building and management
Leadership skills
Time management of heavy workload
Attention to detail / Accurate documentation
Timeline
Middle Market Specialist - CT&I - Direct Team
DLL
03.2022 - Current
Lead Business Lending Relationship Management Representative - Vendor Ag
WELLS FARGO FINANCIAL LEASING, INC
11.2014 - 03.2022
Sales Support Team member - Office Automation
WELLS FARGO EQUIPMENT FINANCE
10.2012 - 11.2014
Owner and Operator
IN-HOME DAYCARE PROVIDER
01.2006 - 10.2012
Equipment Contract Finance Administrator
WELLS FARGO FINANCIAL LEASING
10.2002 - 04.2005
Credit Analyst
WELLS FARGO FINANCIAL
03.2001 - 10.2002
Photographer
LIFETOUCH
08.1999 - 11.2000
Child & Family Resource Specialist
CHILDREN & FAMILIES OF IOWA
04.1998 - 05.1999
Milieu Treatment Counselor
ORCHARD PLACE
07.1995 - 04.1998
Bachelor of Science Degree - Psychology
UNIVERSITY OF NORTHERN IOWA
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