Perform due diligence on eligible deals, (ex:, valuation, credit review, financial document review, merchant research, risk assessment, review site inspections, etc.)
Conduct merchant interviews
Collaborate with Processing department to finalize contracts and interface with external partners
Collaborate with Business Development department to negotiate terms with key external business partnerships
Present pricing, stipulations, and terms within risk parameters for eligible deals; communicate funding offers to ISOs
Serve as a resource to junior underwriters regarding bank review, due diligence, stipulations, requirements, and pricing
Perform renewal outreach for eligible deals
Director of Marketing
Your Dream Homecare
Queens, USA
08.2019 - Current
Created sales plans post market research for clients of homecare firms
Assist company development initiatives and aid in building trusting connections with potential referral sources, for both new and old prospects
Build connections with doctors, long-term care facilities, independent and assisted living facilities, and other community resources to get referrals for home health
Promote our organization on social media, in hospitals, clinics, and medical offices
Executive Director
Deshi Senior Center
Queens, USA
08.2019 - 12.2022
Assisted center operations teams in collaborating to successfully manage client expectations, assure proper campaign management, and generate upsell opportunities
Partnered and coordinated with multiple teams on possibilities to increase performance revenue with current clientele and new prospects
Producing invoices, applying payments, paying business bills, and collecting money from past-due accounts
Primary contact for the office and was a vital link between all the departments that were affected to make sure that proper reporting and communication procedures were followed
Supervised the orientation and training of new hires
Account Finance Manager
Merchant Source Inc.
Garden City, USA
08.2018 - 03.2020
Sourced new clients by working referrals and cold calling
Took control of territory sales
Communicated with branch manager and underwriter daily
Managed and oversaw the daily operations of the sales floor
Monitored and analyzed financial reports and statements
Social Work Director of Hope Leadership Academy/Director of Prevention Services at Children's AidSocial Work Director of Hope Leadership Academy/Director of Prevention Services at Children's Aid