Summary
Overview
Work History
Education
Skills
Certification
Work Preference
Work Availability
Software
Timeline
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KYLE WARMBOE

Canyon Country,CA

Summary

Results-driven Commercial Finance Executive with over 14 years of experience in small business lending, MCA renewals, and B2B sales. Proven track record of exceeding KPIs, streamlining underwriting processes, and building lasting client relationships. Skilled in consultative selling, financial analysis, Salesforce, and HubSpot. Committed to delivering tailored capital solutions that drive client success and revenue growth.

Overview

16
16
years of professional experience
4
4
Certification

Work History

Account Executive, Renewals

Kapitus
10.2024 - 06.2025
  • Company Overview: Remote
  • Managed a high-volume portfolio of renewal-eligible clients, identifying funding opportunities through strategic analysis of paid-in percentages and business cycles
  • Conducted discovery-driven conversations to uncover working capital needs and positioned customized offers aligned with business goals
  • Collaborated with underwriting and operations teams to streamline document collection and accelerate funding approvals
  • Achieved a close ratio exceeding 60%, renewals by aligning product offerings with current market needs and business challenges
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Commercial Finance Associate

Cardiff, Inc
04.2022 - 06.2024
  • Company Overview: Remote
  • Collected personal and financial documents to secure underwriting approval, ensuring stringent compliance and accuracy
  • Independently managed KPIs, consistently surpassing targets through strategic planning and proactive execution
  • Processed 100+ inbound/outbound calls daily to convert warm and cold leads
  • Forged relationships with small business owners, boosting sales volume and streamlining documentation
  • Negotiated loan terms, maintaining a 30%+ close ratio for new loans

Senior Loan Representative

Britecap Financial
06.2019 - 03.2022
  • Company Overview: Remote
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Organized financial documents for faster underwriting approvals
  • Operated in a high-volume call center, converting leads and increasing close rates
  • Strengthened client relationships, improving repeat business and satisfaction
  • Trained staff, enhancing compliance and performance

Business Account Executive

Spectrum Business
09.2018 - 06.2019
  • Company Overview: Los Angeles, CA
  • Increased client satisfaction through strategic account management
  • Delivered customer service that drove client retention and referrals
  • Identified upselling opportunities and recommended technology upgrades
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes.

Solution Manager

Verizon Wireless
09.2009 - 08.2018
  • Led training on software tools and technologies
  • Collaborated with sales teams to identify growth opportunities
  • Executed strategic plans to exceed departmental goals
  • Boosted team productivity through streamlined communication
  • Oversaw development and implementation of improvements to support employee operations.
  • Accomplished multiple tasks within established timeframes.
  • Demonstrated exemplary customer service by engaging clients on sales floor.

Education

Associate of Science - Computer Science

College of The Canyons
Santa Clarita, CA

Bachelor of Science - Graphic Design

Art Institute of California
North Hollywood, CA

Skills

  • Financial statement analysis
  • Problem-solving abilities
  • AI
  • Active Listening
  • Negotiation
  • Sales KPI monitoring
  • Analytical Thinking
  • Strong Work Ethic
  • Client Relationship Building
  • Solutions-based sales
  • Discovery-based Selling
  • Customer relationships

Certification

Google Think outside the Inbox: Email marketing

Google From likes to Leads: interact with Customers Online

Google Attract and Engage Customers with Digital Marketing

Google Foundations of Digital Marketing and E-Commerce

Work Preference

Work Type

Full Time

Work Location

Remote

Important To Me

Flexible work hoursCompany CultureWork-life balanceCareer advancementWork from home option

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Salesforce

Hubspot

Timeline

Account Executive, Renewals

Kapitus
10.2024 - 06.2025

Commercial Finance Associate

Cardiff, Inc
04.2022 - 06.2024

Senior Loan Representative

Britecap Financial
06.2019 - 03.2022

Business Account Executive

Spectrum Business
09.2018 - 06.2019

Solution Manager

Verizon Wireless
09.2009 - 08.2018

Bachelor of Science - Graphic Design

Art Institute of California

Associate of Science - Computer Science

College of The Canyons

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