Parker Allan
Clara Capital
Amityville
11
years of professional experience
Work History
Lead Funding Specialist
5 Years- Follow up on inbound leads and referrals as assigned through Salesforce; identify new sales prospects through cold calling and lead
- Coordinated efforts among underwriting, account management, and planning to effectively meet and exceed client expectations.
- Communicate with qualified small business owners through 8x8 to understand their unique business needs by analyzing monthly revenue and owners information
- Enabled clients to secure small business loans, fostering business expansion and delivered business lines of credit that improved clients' liquidity. Achieved client satisfaction through effective term loan solutions. Optimized the SBA loan process, resulting in increased client funding Secured favorable commercial mortgage options, facilitating property acquisitions for clients.
- Collaborated with lenders to deliver outsourced product solutions tailored to client qualifications. Oversaw contract negotiations and management for underwriters to ensure compliance and efficiency.
Critical Systems Protection Specialist
5 Years 6 Months- On-site measurements to determine the exact dimensions for installation
- Determining what specific hardware and supplies for fabrication and installation
- Crating/boxing/securing the Shells (products) to prepare them for transport
- Managing installation to ensure all products were prepared for final protective coating
- Measuring and cutting waterproof "curtains" that prevent water damage through the server sides
- Managed inventory and supervised all shipments and deliveries for clients and installations
- Ensured all custom equipment met 6 week turnaround deadlines
- Managed relationships with clients, fabricators, and sub-contractors for the company
- Assessed supplies needed for on-site jobs and ensured orders were completed successfully
Site Manager
5 Years 6 Months- Contacted different vendors and selected based on margins and convenience
- Met with vendors and managed on site visits to assess the space for upcoming events
- Assisted in drafting the blueprints for event layouts under strict deadlines
- Coordinated with internal staff, clients, vendors, and others to establish needs for events
- Provided creative assets for scenic painters and carpenters to reference as needed
Education
Continuing Education
Skills
Salesforce
Time Management
Problem-solving abilities
Performance Analysis
MS Office Suite
Exceptional Communicator & Presenter
Google Docs
8x8
Leadership Experience
Claude
Client Relations
Project Management
Timeline
Lead Funding Specialist
Clara Capital
08.2021 - CurrentRead More
Critical Systems Protection Specialist
Turtle Shell Industries
02.2016 - 08.2021Read More
Site Manager
Raise Plow Events
02.2016 - 08.2021Read More
Nassau Community College
Continuing Education
Read More