Brian Wilson
Summary
Highly driven, experienced, and customer based professional with over 10 years of experience in lending and account management in the finance industry. Looking to move from operations to sales and business development.
Overview
13
13
years of professional experience
Work History
Sales Representative
FactorHelp/Iridium Credit
01.2026 - Current
- Researched and qualified leads to organizational leadership
- Expanded client pipeline by cold calling potential leads
- Developed key relationships to prospective customers
- Communicated with prospective customers and CEO set set demo appointments
- Identified and implemented streamlined database solutions to increase sales efficiency
Account Executive
Dare Capital
01.2024 - 01.2025
- Managed a 15 million dollar portfolio across construction, staffing, oil and gas, and manufacturing industries
- Process client advance request within daily deadlines while protecting company assets
- Actively converted debtors to clients
- Verify accuracy and validity of invoices presented for funding
- Monitor account performance, identify discrepancies, and recognize potential asset deterioration
Client Account Representative
TAB Bank
01.2019 - 01.2023
- Managed a 40 million dollar portfolio of over 40 clients with an emphasis on the trucking industry, but also including: construction, manufacturing, oil/gas, telecommunications, wholesale distribution, and B2B services while providing cash flow solutions through accounts receivable financing
- Verified accuracy and validity of invoices presented for funding
- Processed client advance request within daily deadlines while protecting the company’s interest
- Monitored account performance, identified discrepancies, and recognized potential asset deterioration
- Proactively made collection calls and successfully negotiated repayment plans
- Assisted Accounting in reconciling client payments
Account Executive
BAMfi
01.2017 - 01.2019
- Managed a 20 million dollar portfolio of over 20 clients in a broad range of industries, including trucking, construction, manufacturing, oil/gas, telecommunications, wholesale distribution and B2B services, providing cash flow solutions through accounts receivable financing
- Verified accuracy and validity of invoices presented for funding
- Processed client advance request within daily deadlines while protecting the company’s interest
- Monitored account performance, identify discrepancies and recognize potential asset deterioration
- Proactively made collection calls and successfully negotiated repayment plan
- Assisted Accounting in reconciling client payments
- Provided proactive, excellent customer service and build client relationships to ensure client retention
- Analyzed and evaluated credit worthiness of account debtors within portfolio of over 1500 debtors, complying with renewal dates and special industry specifications with a credit qualify limit of 500k
Account Executive
Vertex Financial
01.2015 - 01.2017
- Managed a 20 million dollar portfolio of over 20 clients in a broad range of industries, including trucking, construction, manufacturing, oil/gas, telecommunications, wholesale distribution and B2B services, providing cash flow solutions through accounts receivable financing
- Analyzed and evaluated credit worthiness of account debtors within portfolio of over 1500 debtors, complying with renewal dates and special industry specifications with a credit qualify limit of 200k
- Uploaded and verified accuracy and validity of invoices presented for funding
Account Executive Assistant
01.2014 - 01.2015
- Managed a portfolio of clients with supervision of more senior personnel
- Processed client funding request for Account Executive approval
- Performed verification of invoices on submitted schedules
- Proactively made collection calls
- Pulled credit reports from multiple sources for Account Executive review
Client Account Representative
01.2013 - 01.2014
- Verification of back-up documentation presented with client advance request
- Data entry of daily work
- Assisted with collection calls
- Scanned several years of daily work to compete project to move company to paperless system
Education
International Factoring Association
Associate of Arts -
TVCC
12-2012
Skills
- Database proficiencies (FactorSQL, Cadence, Access, NN6)
- Strong problem-solving skills with the ability to effectively analyze and engage in strategic planning
- Skilled in building and maintaining relationships with C-suite, front-line staff, customers, and vendors
- Ability to prioritize goals, resolve issues, communicate effectively and complete work in a timely manner regardless of deadline
- Proficient in Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint
Timeline
Sales Representative
FactorHelp/Iridium Credit
01.2026 - Current
Account Executive
Dare Capital
01.2024 - 01.2025
Client Account Representative
TAB Bank
01.2019 - 01.2023
Account Executive
BAMfi
01.2017 - 01.2019
Account Executive
Vertex Financial
01.2015 - 01.2017
Account Executive Assistant
01.2014 - 01.2015
Client Account Representative
01.2013 - 01.2014
International Factoring Association
Associate of Arts -
TVCC
Areas of Expertise
- Building and Maintaining Relationships
- Communicating with Clients and Team Members
- Identifying and Addressing Potential Issues
- Portfolio Management
- Credit Underwriting
- Factoring
- Risk Analysis
- Time Management
- Problem Solving
- Account Reconciliation