Melissa Sayre
Federal Way,WA
Summary
Extremely motivated and passionate about serving all customer needs expeditiously and accurately to build strong customer and business relationships. More than 20 years experience in all areas of the Equipment Finance and Leasing industry, including credit processing, documentation, funding, accounts payables/receivables, insurance and relationship management. Detail oriented and thorough with good verbal and written communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Lease and Finance Administrator / Office Manager
Radiance Capital Financial Services, LLC
07.2020 - Current
- Manage relationships with funding sources, customers, and vendors to create sales opportunities.
- Vet new customers and vendors to verify information and credit quality.
- Work directly with funding sources to submit credit applications and obtain financing solutions that best meet customer's needs.
- Generate documentation required on all finance transactions and submit to customers for signature.
- Processes all funding packages received by customers. Verifies information is complete and submits into funding source for completion.
- Works directly with insurance companies to obtain required proof of insurance on all new customers. Follows up on insurance that has lapsed, cancelled, expired, etc. as needed during the term of a customer's lease.
- Process monthly contract payments on all internal customer accounts.
- Process vendor purchase orders.
- Accounts receivables and accounts payables.
- Maintains accurate customer records in internal systems.
Lease Administrator and National Marketing Manager
Radiance Capital Financial, LLC
06.2015 - 01.2020
- Managed relationships with funding sources, customers, and vendors to create sales opportunities.
- Vetted new customers and vendors to verify information and credit quality.
- Worked directly with various funding sources to submit credit applications and obtain credit decisions.
- Created documentation required to be signed by customers.
- Processed incoming funding packages received by customers.
- Maintained accurate customer records in our systems.
- Worked directly with insurance companies to obtain proof of insurance on all new customers, and followed up during the term of the leases for current proof of insurance on policies that lapsed, cancelled, expired, etc.
- Worked directly with customers and funding sources on customer inquiries throughout the term of their leases for items such as payoff quotes, payment histories, questions about their accounts, and any other customer inquiries that came up.
- Processed all lease maturities on accounts that came to the end of the term.
- Processed customer payments and purchase orders to vendors.
- Maintained personal vendor and customer contacts and regularly reached out to them to initiate sales.
Broker Relations Representative
Financial Pacific Leasing, LLC
04.2003 - 06.2015
- Managed relationships with over 400 brokers.
- Trained new brokers from the ground up on policies, procedures, and programs to help them be successful.
- Created training materials used to train new and existing brokers.
- Worked directly with different departments within the company to help brokers obtain credit decisions, documentation, and helped finalize transactions.
- Was responsible for the group of brokers that were new or whose volume was below minimum requirements for our standard program. Through training and cultivating relationships was able to increase volume exponentially.
- Produced and distributed monthly newsletters to highlight new programs available to help drive additional business.
- Prior to my position as a Broker Relations Representative, I worked in several other areas of the company including customer service, titling, insurance, documentation, and funding, providing me with experience and knowledge in most areas of the equipment finance industry.
Education
High School Diploma -
Federal Way High School
Federal Way, WA06.2020
Skills
- Financial Documentation
- Credit Application Processing
- Customer Relationship Management
- Training Programs
- Deal Structuring
- Strong Customer Service Skills
- Proficient in Microsoft Office
Certification
Completed the Academy for Lease & Finance Professionals through the CLFP Foundation and obtained my Certified Lease & Finance Professional (CLFP) designation.
Additional Information
Previous Work Experience:
- Luce, Lombino, and Riggio - Law Firm - I worked in the prepaid legal call center at the law firm where I handled dozens of incoming calls per day. Took down legal issues that customers were having and passed on the information to an attorney for assistance.
- Capital Connection - Equipment Leasing Broker - worked as the receptionist and was responsible for answering incoming calls and routing them to the appropriate party. Also maintained insurance records and followed with insurance companies accordingly.
- Hallmark Corporate Store - started as a sales associate on the floor helping customers. Promoted to Assistant Manager of the store and was responsible for ordering, scheduling, hiring, and managing staff.
- Touch of Class Florist - worked in all aspects of the florist business including caring for flowers/plants, customer service, orders, deliveries, and creating floral arrangements.
White not working I enjoy sewing, crafting, hiking, and the great outdoors. I have 2 adorable dogs that I love going on adventures with!
Timeline
Lease and Finance Administrator / Office Manager
Radiance Capital Financial Services, LLC
07.2020 - Current
Lease Administrator and National Marketing Manager
Radiance Capital Financial, LLC
06.2015 - 01.2020
Broker Relations Representative
Financial Pacific Leasing, LLC
04.2003 - 06.2015
High School Diploma -
Federal Way High School
Completed the Academy for Lease & Finance Professionals through the CLFP Foundation and obtained my Certified Lease & Finance Professional (CLFP) designation.
Similar Profiles
Taryn WynnTaryn Wynn
Business Development Manager at Cornerstone Capital Financial Services LLCBusiness Development Manager at Cornerstone Capital Financial Services LLC
Muhammed Arshid AzeezMuhammed Arshid Azeez
Stock Broker at Swiss Capital Financial Brokerage LLCStock Broker at Swiss Capital Financial Brokerage LLC
Nour AlHafar CFP®Nour AlHafar CFP®
Analyst/Relationship Manager at United Capital Financial Advisors LLCAnalyst/Relationship Manager at United Capital Financial Advisors LLC