Steve Mallory
Fort Worth,TX
Summary
Expert in the field of equipment leasing with a proven track record at UBEO Business Services, enhancing financial portfolio management and driving sales. Expert in MS-Office and adept at team leadership. Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Overview
24
24
years of professional experience
Work History
Consultant - Equipment Leasing
FATCO Equipment Leasing
2023.02 - Current
- Manage leasing portfolio for specialized private leasing partnership
- Manage “In-House” leasing operation for the placement of “difficult” credit transactions
- Credit Limits of up to $250K supported with credit write-up.
- Gather credit application information to securing personal financial statements, tax returns
- Assist in collection duties
Technology Finance Manager
UBEO Business Services (Ray Morgan Company)
2011.10 - 2023.01
- Management of equipment leasing financial portfolio for internal equipment sales/lease department servicing over 20 branches in California, Nevada and Colorado
- Managed in-house leasing portfolio of $12M from credit review, structure, closing and collection for placement of difficult to place credit transactions.
- Authorized for credit approval limits up to $250K supported with credit write-up
- Extensive interaction with banking vendor sales representatives and management
- Cohesively worked with top level executive management, sales managers and sales staff on current rates and credit processes/approvals
- Prepared management reports showing overall revenue status, MTD, QTD and YTD statistics from operating system.
- Worked at the "C" level to negotiate additional information (P&L, Balance Sheet and Corp entities)
- Negotiated cost of fund terms with banking financial institutions, resulting in significant gross profit for the company.
- Extensive contract review, edit and work with clients legal team on desired potential verbiage changes
- Communication with sales reps and executive management throughout approval/client documentation process
- Extensively worked with branch and executive management on compilation/review of large client RFP's
- Industries serviced include higher education, K-12 schools, government agencies, high technology, healthcare, printing services, real estate, manufacturing and more
- New hire sales training on equipment leasing processes and requirements
- Developed, produced and hosted weekly "All-Hands" webcast/virtual sales meeting for over 11 years
- Emcee for annual sales 'Kick-Off' meeting as well as ongoing large events as needed. Voiceover of company's radio advertisements
Director of Sales/ Major Accounts Sales Manager
Sharp Business Systems (Pinnacle Document Systems)
2000.10 - 2011.10
- Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
- Grew branch sales from $4.47M to annual sales of $7.8M in my full 2nd year in position
- Worked closely with Solution Sales on development R.O.I.'s and strategies for solution sale opportunities.
- Helped in development of Managed Print Services (MPS)
- Management and development of high performing sales teams of up to 10 sales professionals providing training, mentoring and coaching support
Education
No Degree - Business
Cal State Fullerton
Fullerton, CANo Degree - Voice Over
The Great Voice Company, Inc
New York, NY01.2015
Skills
- Proficient in MS-Office to include Word, Excel, Powerpoint, Access, Outlook and Publisher
- CRM (SalesForce, Compass-Sherpa)
- Proficient in TValue 5
- Literate in Commercial and Municipal Finance
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Strong Client Relationships
Accomplishments
Instrumental in taking a $45M SMB company to a $150M company over a period of 7 years, primarily through the growth of the leasing department, utilizing both the traditional 3rd party lessors along with growing the "captive" leasing entity.
Timeline
Consultant - Equipment Leasing
FATCO Equipment Leasing
2023.02 - Current
Technology Finance Manager
UBEO Business Services (Ray Morgan Company)
2011.10 - 2023.01
Director of Sales/ Major Accounts Sales Manager
Sharp Business Systems (Pinnacle Document Systems)
2000.10 - 2011.10
No Degree - Business
Cal State Fullerton
No Degree - Voice Over
The Great Voice Company, Inc
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