Nicholas Kasperek

• Managed a dynamic portfolio size of 18-22 accounts, ABL, LLOC, and Factoring accounts with multiple collaterals
• Process funding requests, purchase batches, process BBCs, and client requests on a daily basis
• Collaborated with the Account Executives in monitoring collateral performance to ensure best credit decisions are made
• Provide customer service to clients, prospects, debtors, vendors and all necessary stakeholders
• Provide all regular and ad hoc reporting as needed
• Calculated monthly ineligible figures on ABL deals utilizing client reports and ensured figures were communicated to the client, utilized in our systems, and were accurate on the client BBC

• Manage the following 3 teams- Over the Allowable- Fee Negotiation, AR Support, AR Collections

Over the Allowable – Fee Negotiation

• 3 Direct Reports
• Communicate directly with clients and Government sponsored entities regarding fees for specific work

AR Support Staff

• 3 Direct Reports
• Handle Application of receipts in system proprietary case management system
• Resolve Chargebacks/Refunds with clients
• Assist main operational group with client communication/data entry

AR Collections

• 6 Direct Reports
• Conduct all follow up and resolution of client billing
• Lead the team in collections of over 30M dollars a year from clients
• Review client contracts and collaborated with clients to streamline billing
• Provide internal feedback to operational groups to ensure compliance for collection

• 10 Direct Reports
• Initiated communication with new referrals
• Oversaw the Data Entry of new information in to case management system
• Facilitated the roll out of a new case management system and worked on refinements and improvements

• Bids and Direct Source/Sales/Post-Sale
• Direct Reports 1 to 10
• Ensured the timely recording of documents to allow for marketing and resale to occur
• Worked with purchasers to ensure all necessary documents and support was provided for closing
• Participated in client audits
• Communicated with clients and investors on the disposition of loan sales
• Created bidding information from client/investor financial information for sale
• Communicated with vendors regarding sales and postponements