Jeffrey Cowan
Wampum,PA
Summary
Analytical professional with a strong background in case analysis, documentation review, and financial evaluation in high-volume environments. Expertise in verifying documentation, identifying discrepancies, and ensuring policy compliance. Experienced in conducting interviews and making informed eligibility determinations while maintaining accuracy and confidentiality under tight deadlines.
Overview
2027
2027
years of professional experience
Work History
National Sales Executive
Gt Worldwide Logistics
Pittsburgh, Pennsylvania
2021 - Current
- Conducted client consultations to gather information and assess needs, identifying inconsistencies to enhance service delivery
- Reviewed contracts, proposals, and service agreements for accuracy and compliance, ensuring alignment with client objectives
- Analyzed client documentation and operational requirements to identify optimal service solutions
- Evaluate risk factors and coordinate with internal teams to ensure adherence to company policies
- Maintained accurate records of client interactions and agreements, facilitating streamlined service delivery
Sales Manager (Commercial/Residential)
The Pittsburgh Blinds Company
Pittsburgh, Pennsylvania
2015 - 2021
- Conducted client consultations to gather requirements and validate information, ensuring project alignment with client expectations
- Monitored project execution for quality control and adherence to guidelines, facilitating successful project delivery
- Supervised team performance to ensure compliance with operational procedures, enhancing overall service quality
- Reviewed contracts and project documentation for compliance with company standards to mitigate risks
- Maintained accurate records of contracts, measurements, and project details
National Account Executive
Delta Management Associates
Chelsea, MA
2014 - 2014
- Managed high-volume portfolio of accounts, achieving accurate and timely transaction processing
- Conducted financial and account analysis of delinquent accounts, enabling prompt resolution strategies
- Reviewed documentation and account histories to identify discrepancies and risk factors, ensuring compliance and reducing potential losses
- Communicated with clients to verify information and secure documentation, resolving issues efficiently
- Applied federal and institutional guidelines related to student loans and financial accounts
- Maintained confidentiality of sensitive financial and personal information
Account Executive
Credit Management Company
Pittsburgh, Pennsylvania
1996 - 2001
- Evaluated loan applications and supporting documentation to determine eligibility and creditworthiness, enhancing overall loan approval accuracy
- Verified financial information to ensure compliance with lending policies and mitigate risk
- Exercised independent judgment to approve or deny loan applications, impacting overall loan portfolio quality
- Supervised staff and coordinated with underwriting teams to streamline loan processing, reducing turnaround time for loan approvals
- Maintained accurate records of loan files and decisions
Manager Trainee
Blazer Consumer Discount
Monroeville, PA
1994 - 1996
- Reviewed loan applications and financial information to assess eligibility
- Contacted clients to collect documentation and resolve discrepancies, ensuring accurate processing of loan applications
- Managed delinquent accounts and facilitated payment arrangements, improving recovery rates of outstanding balances
- Maintained precise records of financial transactions and client communications to support compliance and operational efficiency
Education
Bachelor of Arts - Business
Pennsylvania State University
Erie, Pennsylvania04-1993
Skills
- Extensive experience handling sensitive and confidential information with discretion
- Strong ability to handle high volume caseloads while maintaining accuracy and meeting deadlines
- Excellent written and verbal skills, including interviewing and information gathering
- Proven ability to analyze complex information and identify discrepancies
Timeline
National Sales Executive
Gt Worldwide Logistics
2021 - Current
Sales Manager (Commercial/Residential)
The Pittsburgh Blinds Company
2015 - 2021
National Account Executive
Delta Management Associates
2014 - 2014
Account Executive
Credit Management Company
1996 - 2001
Manager Trainee
Blazer Consumer Discount
1994 - 1996
Bachelor of Arts - Business
Pennsylvania State University