FRANK CABASSA

• Manage day to day operations of the business

• Develop and implement a comprehensive sales strategy in alignment with the company's goals and objectives. This includes setting sales targets, identifying target markets, and refining sales tactics.

• Collect documents for review such as financials, invoices, master agreements, etc. to determine qualification.

• Teach new clients how to manage and navigate our portal to add new invoices and/or purchase orders.

• Work with underwriting to collect outstanding documents needed and to manage the progression of deals to get to final underwriting.

• Perform due diligence on our Client's customers to determine approval for invoice and/or purchase order factoring.

• Run UCC searches and filings.

• Draft assignment agreements.

• Provide exemplary customer service to American Express Platinum Card members, addressing their inquiries, concerns, and requests via phone and other communication channels.

• Assist cardholders with a wide range of needs, including but not limited to billing inquiries, account management, rewards program information, and travel benefits. • Maintain a deep understanding of American Express Platinum Card features, benefits, and services to provide accurate and timely information to card members.

• Effectively resolve customer issues and concerns, striving to exceed card members' expectations and maintain their satisfaction.

• Ensure that all interactions and transactions comply with company policies, regulations, and industry standards.

• Accurately document all customer interactions and transactions in the company's systems and databases.

• Identify opportunities to recommend card upgrades, additional services, or products that could enhance the card member's experience.

• Stay up-to-date with product updates, industry trends, and changes in company policies by participating in ongoing training and professional development programs

• Analyze financial statements, tax returns, credit reports, and other financial documents to assess the creditworthiness of potential borrowers.

• Stay informed about various commercial loan products

• Recommend and structure loan solutions that align with clients' financial goals, ensuring loan terms and conditions are favorable.

• Prepare loan packages and conduct thorough due diligence to present complete and accurate loan submissions to underwriters. • Ensure that all loan applications and transactions adhere to federal and state regulations, company policies, and industry standards.

• Manage a portfolio of commercial loans, including monitoring payment performance, covenant compliance, and annual reviews.

• Coordinate loan closings, working closely with legal and operations teams to ensure a smooth and timely process.

• Analyze financial statements, tax returns, credit reports, and other financial documents to assess the creditworthiness of potential borrowers.

• Stay informed about various commercial loan products

• Recommend and structure loan solutions that align with clients' financial goals, ensuring loan terms and conditions are favorable.

• Prepare loan packages and conduct thorough due diligence to present complete and accurate loan submissions to underwriters. • Ensure that all loan applications and transactions adhere to federal and state regulations, company policies, and industry standards.

• Manage a portfolio of commercial loans, including monitoring payment performance, covenant compliance, and annual reviews.

• Coordinate loan closings, working closely with legal and operations teams to ensure a smooth and timely process.