Summary
Overview
Work History
Education
Skills
Timeline
Generic
Caleb Ebanks

Caleb Ebanks

Financial Analytics/Management
Tampa,FL

Summary

Accomplished management and analytics professional with over ten years of career progression in the financial and marketing industry. Proven effective leader skilled in development and oversight of high-performing, multi-disciplined and quality-oriented teams. Adept problem solver, employing creativity and innovation to overcome challenging and complex issues across employees, processes and costs. Focused and meticulous in all financial and regulatory compliance objectives to strategically plan and execute budgets, forecasts, cost-reduction techniques, risk assessment and safety initiatives. Outstanding communicator with fluent articulation and well-versed in employee, vendor and partner relations.

Overview

10
10
years of professional experience
2
2
years of post-secondary education

Work History

Credit Operations Senior Underwriter III

JPMorgan Chase
Tampa, FL
04.2022 - Current
  • Analyzed credit applications for risk, including researching personal or business bureau information, financial statements, payment history, and relationship profile in order to reach appropriate decisions.
  • Quickly advanced from Underwriter II with lending authority of $50,000 in credit to Senior Underwriter III with lending authority of $150,000 of credit within one year of production due to high performance.
  • Consistently ranked in top three of all business lending underwriters per measured performance statistics.
  • Utilized multiple technical analysis platforms and databases in order to navigate and compile judgmental information.
  • Assisted in developmental training of multiple colleagues as well as conducted second reviews and coaching for credit application decisions.
  • Performed account remediation of at-risk card profiles via TSYS and other mainframe tools as needed
  • Reviewed and authenticated submitted documentation including verification and financial information
  • Handled both inbound and outbound calls to service banker and client requests, obtain judgmental information, and maintain compliance with internal and federal credit lending regulations

Director of Operations

Next Medical Technologies
Clearwater, FL
02.2021 - 01.2022
  • Oversaw day-to-day production activities in accordance with business objectives.
  • Facilitated change and modernization across responsible departments (Client Relations, Quality Assurance, Production, and Sales).
  • Monitored all analytics of revenue growth, client values and attrition, membership churn, CRM platforms, merchant processing software reports, marketing campaign yield, program success, product management, and employee performance.
  • Influenced total monthly revenue growth of over 150% within one year via process optimization, program implementation, software consolidation, partnership contracts, and expense reduction.
  • Guided High-Value Client membership growth from 61 to reach 124 via marketing, sales, retention tactics, and superior customer service.
  • Decreased average new client onboarding time from 10 business days to 2.
  • Quality-controlled client payments and revenue streams, sales calls, and service changes.
  • Intervened in client disputes and escalations as needed in order to ensure satisfactory resolutions.
  • Assisted in HR functions, conducted candidate interviews for employment, and trained new staff of respective departments as needed.
  • Collaborated between all departments and company President.
  • Worked alongside CEO for specialty projects and program requests.
  • Organized hosted seminars and supervised corporate meetings, fundraising events, and trade shows.
  • Negotiated price and service with corporate partners, affiliates, and event vendors to decrease expenses and increase profit.
  • Designed, implemented, and revised over 30 operational policies and procedures as well as over 15 successful operational or service programs.
  • Created automated array formulas in Excel to predict clients' ad spend requirements for desired ROI results within specified budget parameters to enhance customer experience and overall success with service utilization.
  • Analyzed trends of internal ad copy pilots and A/B test results in order to cycle and adapt for better ROI.
  • Devised new promotional approaches with Marketing department to boost customer results and market penetration while enhancing engagement and encouraging growth.

Director of Operations

Vymark (Beymark, Inc. Subsidiary)
Kansas City, MO
05.2019 - 11.2020
  • Oversaw budget planning and administration, accounting functions, bonuses, payroll, and BPO to handle financial needs.
  • Implemented necessary budgets based upon costs and fees for effectively operating business.
  • Maintained marketing projects per client request as well as all client membership growth and sales via multiple internal CRM platforms and external softwares including Tableau and SaraPlus.
  • Conducted interviews and coordinated new hire orientations, as well as facilitated on-boarding and succession plans for new employees.
  • Managed approximately 30 employees in addition to their payroll.
  • Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for new training processes.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Supervised escalations, dispute resolutions, and customer mediation with credit bureaus as well as fraud prevention teams. Also stepped in to resolve escalations depending on severity of customer issues.
  • Personally designed training structure for sales staff by teaching best practices, procedures and most effective sales strategies.
  • Hosted daily staff meetings and established bonuses, ensuring targets and quotas were being met per client needs.
  • Coordinated with clients including Vivint Smart Home, AT&T, Verizon, Sprint, Frontier Communications, Spectrum, NRG, Viecast, Sam's Club, and Costco to achieve their desired sales goals.
  • Adapted and maintained processes with ongoing client relations.
  • Oversaw operations within six retail locations between Sam's Club and Costco.
  • Oversaw ongoing merchant services, such as with First Data, within each client portal including automated card payments, one-time transactions via e-commerce, and client fees. Also analyzed excels with formulas for transaction fees based on card and customer membership type in order to determine current and projected net profits.

Assistant Director of Operations

Beymark
Tampa, FL
04.2018 - 05.2019
  • Advanced through promotions, initially beginning in sales.
  • Assisted in overall implementation of business strategy, payroll, and on-boarding of newly hired employees.
  • Managed team of roughly twelve to fifteen employees.
  • Maintained client marketing projects.
  • Collaborated with senior management for making key decisions by developing and submitting performance and compensation reports with status updates and improvement recommendations.
  • Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and compliance.
  • Worked diligently to resolve disputes and recurring complaints, promoting loyalty and enhancing operations. This also included direct customer mediation with credit bureaus as well as fraud prevention teams.
  • Conducted interviews, as well as facilitated succession plans for new employees.
  • Personally trained sales staff by teaching best practices, procedures and most effective sales strategies.
  • Participated in daily sales meetings, helping to ensure targets and quotas were being met per client needs.
  • Assisted in the collaboration with clients including Vivint Smart Home, AT&T, Verizon, Sprint, Frontier Communications, Spectrum, NRG, Sam's Club, and Costco to achieve their desired sales goals.
  • Managed and maintained ongoing merchant services, such as with First Data, within each client portal including automated card payments, one-time transactions via e-commerce, and client fees. Also created excels with formulas to manage transaction fees based on card and customer membership type.

Marketing Team Supervisor

Florida Home Improvement Associates
Tampa, FL
04.2017 - 03.2018
  • Trained sales team to provide exceptional customer service to foster client loyalty and satisfaction, as well to produce significant sales numbers.
  • Assisted in hiring processes, including interviews.
  • Worked one-on-one with employees to assist in their development toward succession.
  • Coached marketing teams for success in retail locations as well as canvassing.
  • Managed leads and sales within custom CRM system.
  • Analyzed and determined neighborhood market viability utilizing platforms to cross-reference demographics, income, and property values.
  • Followed up with customers regarding on-going projects and payment plans.
  • Managed both external and internal marketing projects.
  • Reported to Director of Marketing on market analyses and projected trends.

Contracting Administrative Assistant

Federal Contracts Corp
Tampa, FL
07.2016 - 03.2017
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Created PowerPoint presentations for business development purposes.
  • Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors throughout federal procurement process.
  • Assisted in communication of procurement orders and logistics of equipment delivery for military facilities.
  • Managed contracts and sales agreements with clients including Mahindra, Caterpillar, Felling Trailers, and Manitowoc.
  • Assisted Accounting Department with payment processing and management of customer orders as needed.
  • Accepted all incoming calls related to new and ongoing projects.
  • Managed product marketing projects.
  • Scheduled and devised itinerary for trade shows and corporate meetings.

Education

Bachelor of Science - Business Administration

University of Arizona
Tucson, AZ
04.2024 - Current

Associate Of Arts - Business Administration/Management

Hillsborough Community College
Tampa, FL
08.2014 - 05.2016

Skills

    Effective Leadership

undefined

Timeline

Bachelor of Science - Business Administration

University of Arizona
04.2024 - Current

Credit Operations Senior Underwriter III

JPMorgan Chase
04.2022 - Current

Director of Operations

Next Medical Technologies
02.2021 - 01.2022

Director of Operations

Vymark (Beymark, Inc. Subsidiary)
05.2019 - 11.2020

Assistant Director of Operations

Beymark
04.2018 - 05.2019

Marketing Team Supervisor

Florida Home Improvement Associates
04.2017 - 03.2018

Contracting Administrative Assistant

Federal Contracts Corp
07.2016 - 03.2017

Associate Of Arts - Business Administration/Management

Hillsborough Community College
08.2014 - 05.2016

Similar Profiles

CREATE PROFILE
Caleb EbanksFinancial Analytics/Management