Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Intern
Kevin Gattone

Kevin Gattone

Smyrna,GA

Summary

Dynamic Client Advisor with a proven track record at OptiFunder, excelling in portfolio management and client retention strategies. Expert in financial modeling and risk assessment, I foster strong relationships while delivering tailored solutions. Adept at training clients on complex systems, I drive business development and enhance service level agreements for optimal outcomes.

Overview

11
11
years of professional experience

Work History

Client Advisor

OptiFunder
02.2022 - Current
  • Writing Boolean Codes to sort and manipulate data
  • Learned and was able to teach proprietary system to Clients in Remote setting
  • Sought and advised out appropriate and customized management of client's Warehouse Lending Portfolio
  • Maintained and managed existing accounts by performing analysis for current numbers and future projections
  • Educated clients on potential risks and rewards associated with various Warehouse Lending strategies
  • Researched and evaluated potential Warehouse settings including rate proposals and contract adjustments
  • Collaborated with clients to develop customized targets and goals to maximize profit while still maintaining professional relationships
  • Researched current economic trends and new rate indices in order to advise and educate Clients
  • Created financial models to analyze and evaluate Warehouse Lending strengths and weaknesses
  • Presented plans and strategies to clients
  • Studied contracts to set appropriate parameters in Proprietary system
  • Educated clients on financial topics and best practices

Funding Manager

Ameris Bank; Mortgage Div.
07.2016 - 02.2022
  • Collected and presented financial data for Clients and internal reporting
  • Add Clients to Warehouse Lending Software
  • Managed Funding process through 2020 Refinance Boom; 200% increase in business volume
  • Created key performance indicators to measure and assess investment performance
  • Paid attention to critical detail while completing assignments
  • Acted as a team leader in group projects, delegating tasks and providing feedback
  • Identified issues, analyzed information and provided solutions to problems
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution
  • Gained strong leadership skills by managing projects from start to finish
  • Training new employees on Funding Process
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Accounting Manager

Flying Fish Bar & Grill
02.2015 - 07.2016
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
  • Managed banking reconciliations and monthly balance sheet statements
  • Completed bi-weekly payroll for company employees using QuickBooks
  • Improved overall financial reporting by streamlining control processes and reporting structures
  • Managed journal entries, collection efforts, reconciliations, and payroll processing
  • Created and maintained financial databases for data entry, tracking and reporting
  • Generated monthly and quarterly financial statements for executive review
  • Analyzed and reported on financial data to support business decisions

Education

Business Management

Georgia Southern University
Statesboro, GA

Skills

  • Service level agreements
  • Referral partnership maintenance
  • New account setup
  • Client profile building
  • Account management
  • Business development
  • Department coordination
  • Client retention strategies
  • Customer consultations
  • Information verification
  • Product recommendation
  • Portfolio management
  • Relationship management
  • Work training

Accomplishments

  • 100% Client Retention for first two years
  • Major contributor to company being named to Inc. 5000 list 2023, 2024, & 2025

Timeline

Client Advisor

OptiFunder
02.2022 - Current

Funding Manager

Ameris Bank; Mortgage Div.
07.2016 - 02.2022

Accounting Manager

Flying Fish Bar & Grill
02.2015 - 07.2016

Business Management

Georgia Southern University

Similar Profiles

CREATE PROFILE