Ashley Prete
St. Charles,IL
Summary
Account and client management professional with 4+ years of experience in financial services, specializing in relationship management, portfolio oversight, risk evaluation, and cross-functional coordination. Known for reliability, attention to detail, and consistency in day-to-day account management.
Overview
5
5
years of professional experience
Work History
Account Executive
J D Factors
07.2022 - Current
- Manage a portfolio of 43 active client accounts with over $5.0M in open receivables
- Provide oversight and guidance to an Account Executive Assistant to ensure accuracy, timeliness, and adherence to internal processes
- Serve as the primary point of contact for clients, maintaining ongoing relationships and resolving account-level issues
- Monitor account performance, assess risk exposure, and ensure adherence to internal credit and compliance guidelines
- Coordinate closely with underwriting, operations, and accounts receivable teams to support account stability
- Maintain and review accurate documentation and reporting to support leadership decision-making
Account Executive Assistant
J D Factors
07.2021 - 07.2022
- Supported senior Account Executives with client onboarding, documentation review, and daily account operations
- Assisted with account monitoring, reporting, and issue resolution across a diverse client base
- Acted as a liaison between clients and internal departments to ensure timely communication and resolution
- Recognized for strong performance and promoted to Account Executive within one year
Education
Bachelor of Science - Economics
Northern Illinois University
01.2021
Skills
- Account & Relationship Management
- Client Retention & Support
- Risk Assessment & Portfolio Monitoring
- Cross-Functional Coordination
- Documentation & Compliance
- Microsoft Office
- Time & Priority Management
Additional Experience
Beauty Advisor — Ulta Beauty (2020–2021)
- Provided customer-focused service and product recommendations in a fast-paced retail environment
Cashier — Blain’s Farm & Fleet (2019–2020)
- Processed transactions accurately while delivering consistent customer service
Child Care Attendant — Buehler YMCA (2017–2019)
- Maintained a safe, structured environment and communicated effectively with parents and staff
Timeline
Account Executive
J D Factors
07.2022 - Current
Account Executive Assistant
J D Factors
07.2021 - 07.2022
Bachelor of Science - Economics
Northern Illinois University