JAYNE RISACHER

* Manage client portfolios, ensuring accuracy and timely updates across multiple accounts.
* Perform bank reconciliations and account closeouts with attention to compliance and accuracy.
* Assist with preparation of tax-related documents, including 1099s, 8879s, and client organizers.
* Review and support the preparation of personal tax returns to maintain quality and compliance.
* Receive ongoing training in QuickBooks, actively developing skills to enhance firm efficiency.
* Support daily office operations by coordinating workflow, maintaining organized client records, and ensuring adherence to operational processes.
* Collaborate with accountants and partners to streamline processes and improve overall efficiency.
* Respond to client inquiries promptly and professionally, delivering a high standard of customer service.
* Maintain confidentiality of sensitive financial information in line with firm policies and industry standards.
* Multitask effectively across numerous projects and deadlines, ensuring accuracy and efficiency.

• Manage day-to-day operations
• Create a clean and organized space to provide functional environments and systems for clients
• Assess the space thoroughly to improve efficiency
• Rearrange existing items in a more structured way; transform spaces for practicality and usability
• Enhance the interior design to create areas with a sense of balance and lasting appeal
• Prep homes prior to listing by cleaning, redecorating, and rearranging to showcase spaces in the best way
• Share advice and tips on how to maintain operative organization once complete
• Top Skills used: Detail-Oriented, Planning, Organization Skills, Creativity, Problem Solving

• Successful Real Estate Agent experienced in residential sales across several counties
• Prepare documents and legal paperwork for clients such as representation contracts, purchase agreements, closing statements, and property leases
• Expert in planning and integrating new customer prospecting campaigns
• Promote sales of properties through marketing objectives such as advertisements, open houses, and participation in multiple listing services
• Negotiate sales on behalf of seller or buyer for the desired price under the best terms
• Determine client’s needs and financial abilities to propose suitable solutions
• Perform comparative market analysis to estimate property value
• Arrange and oversee inspections
• Advise clients on market conditions, prices, mortgages, legal requirements, and related matters
• Top Skills used: Negotiation, Customer Service, Federal and Local Real Estate Laws, Local Property Market Experience, Networking, Marketing

• Key role in a 5-person team that established SFS as the captive finance subsidiary of Skyjack, Inc.
• Facilitated credit underwriting leading to approvals for more than $80MM in new business
• Played a critical leadership role in the transition of all new business to 3rd Party Financier DeLage Landen (DLL)
• Placed more than $114MM in USA and $10MM in Canadian new business applications with DLL; achieved 93% approval rate in 2018 and 2019
• Lead liaison between Skyjack field team and DLL; “subject matter expert” for the field; educated team on credit approval requirements and customer interactions
• Trained and supervised clerical staff in processing trade term and internal finance business including being the interface between DLL and Skyjack to facilitate long-term finance business processes
• Launched a Watch List report to monitor high-profile customer accounts for executive management
• Chaired weekly Watch List calls to hold field team accountable for updates and actions
• Oversaw all customer order requests and released orders for shipment, ensuring trade and finance credit approvals are within established credit limits and increasing limits when required
• Managed SFS loan portfolio ($300MM) with less than .05% dollars delinquency and .0003% write-offs
• Coordinated and participated in preparation of multiple portfolio sales of existing exposure in total of $146MM
• Top Skills used: Leadership, Accuracy, Time Management, Communication, Strategic Partnerships

• Member of a small team of high-performing equipment lease brokers
• Equipment leasing for commercial businesses including medical, industrial, office, computer, and hospitality
• Resolved customer issues quickly and efficiently to ensure overall satisfaction
• Entered customer credit applications and analyzed business and personal credit reports
• Collected customer financial information and accelerated credit packages with credit write-ups and recommendations to lenders for credit decision
• Negotiated with funding sources for best rates, terms and conditions
• Finalized requests for bank and trade references
• Executed end-of-lease option letters for customers prior to lease expiration
• Top Skills used: Computer Proficient, Trustworthy, Customer Satisfaction, Collaborative, Data Analysis