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Jason Barcoski
Relationship Sales Manager-Commercial Equipment Finance
Richboro,PA
Summary
Dynamic Relationship Sales Manager with a proven track record of driving vendor program volume at Captive Capital. Expert in credit analysis and customer relationship development, adept at strategic planning and problem-solving. Excelled in fostering business relationships across the East Coast, leveraging interpersonal skills for impactful revenue growth. Formerly enhanced credit risk assessments at Wells Fargo.
Overview
21
21
years of professional experience
Work History
Relationship Sales Manager Equipment Finance
Captive Capital
03.2007 - Current
- 122% increase in vendor program volume from 2020 to 2023 (31MM in 2020 and 68MM in 2023).
- Generate new business opportunities through networking and vendor calls.
- Maintain and improve existing vendor and customer relationships.
- Develop and present in-person and virtual training at district sales and new-hire meetings.
- Travel throughout East Coast to represent Captive Capital Corporation at sales events and trade shows.
- Evaluate customer credit, finance rates, and profit margin.
- Manage customer service and operations departments.
- Prepare detailed reports, analyze data, and prepare strategies to improve profit margin.
- Interface with banks and lending partners to provide "top-notch" financial services/products.
- Present to large and small groups in various locations throughout East Coast.
Credit Analyst
Wells Fargo
11.2003 - 03.2007
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Collaborated with cross-functional teams for comprehensive client assessments, supporting informed decision making.
- Supported sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
- Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
Education
Some College (No Degree) - Computer Forensics
Community College of Philadelphia
Philadelphia, PASkills
- Sales team training
- Goals and performance
- Pricing strategy
- Revenue Growth
- Customer relationship development
- Strategic Planning
- Credit analysis
- Accounting management
- Business Relationship Management
- Problem-solving aptitude
- Client Relationship Management
- Interpersonal Skills
- Relationship building and management
- Critical Thinking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Tennis
Golf
Family
Languages
English
Bilingual or Proficient (C2)
Software
Microsoft Office
T-Value
Salesforce
Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteImportant To Me
Career advancementPersonal development programs401k matchCompany CultureStock Options / Equity / Profit SharingHealthcare benefitsWork-life balancePaid sick leaveAffiliations
- Moose International
Timeline
Relationship Sales Manager Equipment Finance
Captive Capital
03.2007 - Current
Credit Analyst
Wells Fargo
11.2003 - 03.2007
Some College (No Degree) - Computer Forensics
Community College of Philadelphia
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