Robert Ball
WAUSAU,WI
Overview
8
8
years of professional experience
Work History
Funding Team Lead
Aqua Finance
Wausau, WI
08.2021 - 03.2026
- Led team in executing daily operations, ensuring adherence to company policies and procedures.
- Developed training materials and mentored new hires to enhance performance and team cohesion.
- Implemented process improvements that increased workflow efficiency and reduced operational bottlenecks.
- Coordinated cross-functional meetings to align project goals and foster collaboration among departments.
- Monitored team performance metrics, providing feedback to optimize individual contributions and overall results.
- Resolved escalated customer issues, maintaining high satisfaction levels through effective communication strategies.
- Analyzed operational data to identify trends, driving informed decisions for resource allocation and task prioritization.
- Facilitated regular team assessments, promoting continuous improvement through constructive feedback sessions.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Senior Funding Analyst
Aqua Finance
Wausau, WI
02.2020 - 08.2021
- Analyzed funding applications to ensure compliance with regulatory standards and company policies.
- Collaborated with cross-functional teams to streamline funding processes, enhancing operational efficiency.
- Mentored junior analysts in data analysis techniques and industry best practices for funding evaluation.
- Streamlined the funding application process by creating standardized templates and guidelines for submission.
- Mentored junior staff members and provided constructive feedback, contributing to their professional growth and development.
Funding Analyst
Aqua Finance
Wausau, WI
05.2018 - 02.2020
- Analyzed funding applications to assess financial viability and risk factors.
- Collaborated with teams to streamline the loan approval process for efficiency.
- Conducted market research to identify trends impacting financing opportunities.
- Developed comprehensive reports on funding performance metrics for stakeholders.
- Monitored compliance with regulatory standards in funding procedures and documentation.
- Provided training and support to junior analysts on funding analysis methodologies.
- Facilitated open channels of communication between funders and recipients, fostering strong working relationships built on trust and mutual understanding.
Funding Assistant
Aqua Finance
Wausau, WI
01.2018 - 05.2018
- Assisted in processing funding applications, ensuring accuracy and compliance with company standards.
- Conducted preliminary reviews of financial documentation to identify discrepancies and required information.
- Coordinated with internal departments to facilitate timely funding approvals and disbursements.
- Documented funding transactions using proprietary software, maintaining organized records for reference.
- Streamlined application review process by implementing checklist system for completeness verification.
- Enhanced customer service by promptly addressing inquiries related to funding procedures and timelines.
- Participated in team meetings to discuss workflow improvements and best practices for efficiency enhancements.
Timeline
Funding Team Lead
Aqua Finance
08.2021 - 03.2026
Senior Funding Analyst
Aqua Finance
02.2020 - 08.2021
Funding Analyst
Aqua Finance
05.2018 - 02.2020
Funding Assistant
Aqua Finance
01.2018 - 05.2018