

Results-driven professional with a diverse business background in key accounts, strategic initiatives, and team leadership. Expertise in client relationship management, consultative selling, and achieving organizational goals. MBA graduate skilled in finance, business planning, and logistics management, seeking to leverage these strengths for impactful contributions in a forward-thinking organization.
Field Asset Manager (CDF Group)
▪ Review and audit financial records such as bank statements, cash receipt journals, and sales documents to ensure compliance with repayment terms
▪ Ensure timely and accurate responses to customer inquiries, questions, documentation issues, billing errors, disputes, program changes, and opportunities
▪ Collect all funds due to Wells Fargo and conduct repossessions if needed
▪ Oversaw commercial portfolios exceeding $25M, ensuring repayment compliance and
financial accuracy.
▪ Strengthened client relationships, proactively managing accounts and reducing
delinquency rates by 15%.
▪ Executed field audits, asset recovery operations, and client financial reviews to safeguard
portfolio integrity.
▪ Worked collaboratively with multidisciplinary teams to support program goals
Business Consultant (Merchant Services)
Business Banking Specialists
▪ Lead, managed and developed a team of approximately 30 PVPs for Outbound Consumer Sales Department including the consistent delivery of sales goals, excellent customer service and other key departmental initiatives
▪ Identified, implemented and maintained best sales practices throughout the team and department to ensure consistent coaching of our sales process, recipe for success, policies and guidelines
▪ Planned and facilitated daily team meetings with a clear agenda, vision, goal and motivation needed to ensure the attainment of all goals and objectives
▪ Designed and implemented team plans, contests and incentive programs to motivate and inspire my team towards our goal while promoting a supportive, positive and competitive working environment
▪ Monitored, coached and drafted plans to help individual team members maximize productivity, refine sales skills and exceed their personal and professional goals
▪ Oversaw the day to day operations of the team
▪ Worked closely with 40 brokers to provide relevant, timely needed information; this includes customer face-to-face interactions as well customer inquiries as needed.
▪ Responsible for hiring, training and motivating employees; controlling costs; managing daily logistics and consistently exceeded customer expectations
▪ Cold called and profiled prospective clients to better ensure pipeline