Job Search Status
Open to workDesired start date: Open to discussion
Open To Work
Elizabeth Perkins
Rapid City
Work Preference
Summary
Over thirty years of experience in financial services operations, specializing in loans and leases from documentation to disposition. Expertise includes equipment leasing syndications, structured finance, and municipal/tax-exempt lending. Proven track record in managing back-end operations, encompassing customer service, accounting reconciliation, auditing, and collateral management.
Overview
17
17
years of professional experience
Work History
Vice President
Wingspire Equipment Finance, LLC
Tustin
12.2022 - Current
- Led strategic initiatives to enhance equipment finance solutions and service offerings.
- Developed partnerships with key stakeholders to drive business growth and customer satisfaction.
- Identified and pursued new business opportunities to expand market presence and revenue streams.
- Collaborated with cross-functional teams to ensure alignment on company objectives.
- Led cross-functional teams to achieve project milestones, ensuring collaboration and efficiency.
- Implemented process improvements to increase operational efficiency and reduce costs.
- Negotiated high-value contracts with suppliers and clients to improve cost-effectiveness.
- Working with Sales, Credit and Asset Management and syndication partners, prepare applicable closing documents for leases and loans and package them for sale.
- Prepare all sale documents for non-balance sheet leases and loans.
- Buy Desk: review all documentation from syndication partners. Work to identify and mitigate deficiencies with Credit and Asset Management. Finalize pricing and funding. Follow up for any postclosing items.
- Guide Sales and Credit on issues in achieving closing and how best to serve clients.
- Organized and filed all necessary documents to ensure legal perfection of collateral.
- Ensured compliance with applicable laws and regulations related to operations activities.
- Monitored compliance with industry regulations and company policies to mitigate risk.
- Conducted performance reviews and provided feedback to direct reports for career development.
- Established and maintained strategic relationships with key stakeholders to align with business objectives.
- Managed crisis situations, implementing contingency plans to minimize impact on operations.
Vice President, Operations Manager
BCI Capital, Inc.
Orlando
06.2016 - 12.2022
- Led operational strategy development and implementation across multiple departments.
- Streamlined processes to enhance efficiency and reduce operational costs.
- Managed cross-functional teams to ensure alignment with company objectives.
- Trained and managed documentation officers, collateral managers, and escrow managers to ensure compliance and operational efficiency.
- Facilitated effective communication between upper management and operational teams to align strategic initiatives.
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Revitalized business plans and realigned company objectives to increase overall profits.
- Supervised daily operations of multi-million dollar divisional operation.
- Managed capital markets to purchase over $600M in leases and loans from lending partners.
- Oversaw resolution of exceptions and work-outs to ensure compliance with procedures.
- Performed continuous management of collateral to sustain asset integrity.
- Worked with Credit and Asset Management on end of term disposition.
- Analyzed performance metrics to identify areas for improvement and adjustment.
- Developed policies and procedures to ensure compliance with industry standards.
- Conducted regular meetings with senior management teams in order to review progress against established goals.
- Facilitated cross-functional collaboration within different departments in order to improve overall performance results.
- Evaluated current procedures for accuracy and consistency across all departments ensuring adherence to best practices.
- Negotiated contracts with vendors and suppliers while monitoring purchasing activity for maximum value.
AVP, Equipment Finance Documentation Manager
Bridge Funding Group, Inc.
Hunt Valley
09.2014 - 06.2016
- Collaborated with Credit, Sales, Asset Management, and Legal to negotiate and prepare closing documents for leases and loans, ensuring compliance and efficiency.
- Led team of documentation specialists to enhance document accuracy and turnaround time.
- Led strategic initiatives to enhance funding solutions for clients.
- Collaborated with cross-functional teams to improve operational efficiency.
- Cultivated client relationships to drive satisfaction and promote retention.
- Provided leadership, direction, guidance, and support to team members on a daily basis.
- Negotiated high-value contracts with suppliers and clients to improve cost-effectiveness.
Documentation Specialist
SunTrust Equipment Finance and Leasing Corp.
Towson
03.2013 - 10.2013
- Developed and maintained comprehensive documentation for finance and leasing processes.
- Reviewed and edited documentation for clarity, accuracy, and compliance standards.
- Reviewed loan documents for accuracy and completeness, securing collateral and facilitating compliance with regulatory standards.
- Ensured compliance with all regulatory requirements during collateral transactions.
- Reviewed closing documents for compliance with applicable regulations before disbursing funds.
- Collaborated with cross-functional teams to gather and organize information, ensuring consistency and accuracy across documentation.
- Coordinated the distribution of documents to relevant stakeholders in a timely manner.
- Implemented document management best practices, improving document retrieval efficiency and reducing time spent on searches.
- Researched and responded timely to requests from external auditors concerning lien perfection matters.
- Provided guidance on legal aspects of loan origination processes such as UCC filings, subordination agreements.
Senior Operations Consultant
Banc of America Leasing & Capital
Hunt Valley
10.2008 - 03.2013
- Prepared Collateral files for loans, including verifying lien perfection of security interests in personal property.
- Developed and maintained comprehensive documentation for finance and leasing processes.
- Collaborated with cross-functional teams to gather and organize essential information.
- Reviewed and edited documentation to ensure clarity, accuracy, and compliance with standards.
- Implemented best practices for document management to improve retrieval efficiency.
- Conducted regular documentation audits to verify compliance with regulations.
- Managed multiple projects simultaneously while meeting deadlines consistently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Business Administration -
Wesley College
Communications -
College of Notre Dame of MD
Skills
- Contract negotiation
- Regulatory compliance
- Operational efficiency
- Document management
- Client relationship management
- Policy and procedure development
- Cross-functional collaboration
- Team leadership
- Microsoft Office Products
- TValue
- SuperTrump
- EnCino
- Aspire
- LMS
- Other proprietary systems
Timeline
Vice President
Wingspire Equipment Finance, LLC
12.2022 - Current
Vice President, Operations Manager
BCI Capital, Inc.
06.2016 - 12.2022
AVP, Equipment Finance Documentation Manager
Bridge Funding Group, Inc.
09.2014 - 06.2016
Documentation Specialist
SunTrust Equipment Finance and Leasing Corp.
03.2013 - 10.2013
Senior Operations Consultant
Banc of America Leasing & Capital
10.2008 - 03.2013
Business Administration -
Wesley College
Communications -
College of Notre Dame of MD