Tim Perrier
Portsmouth,NH
Summary
Seasoned Lending Solutions Manager with extensive experience in vendor management and risk assessment. Skilled in facilitating communication between clients and dealers, driving successful loan processing outcomes, and fostering strategic client relationships.
Overview
9
9
years of professional experience
Work History
Lending Solutions Manager IV
First Citizens Bank
Portsmouth, New Hampshire
11.2017 - Current
- Develop, maintain, and grow existing and new relationships with equipment dealers nationwide.
- Coordinated communication between equipment dealers and clients to facilitate prompt responses.
- Understanding financial needs and goals for both the end-user customer and referring equipment dealer.
- Processed commercial loan applications while ensuring accurate documentation.
- Meet or exceed monthly sales volume targets while maintaining yield.
Capital Coordinator
CIT Bank
Portsmouth, NH
06.2017 - 10.2017
- Evaluate loan renewal opportunities through the assessment of current cash flow renewal eligibility.
- Identified needs of customers promptly and efficiently.
- Created reports to track customer interactions and inform strategic decisions.
Enterprise Account Manager
CIT Bank
Portsmouth, NH
10.2016 - 06.2017
- Manage strategic vendor partnerships to finalize customer agreements on terms.
- Developed strong relationships with key enterprise clients to ensure satisfaction.
- Collaborated with cross-functional teams to deliver tailored solutions for clients.
Business Development Representative
CIT Bank
Portsmouth, NH
10.2016 - 06.2017
- Developed relationships with prospective clients through targeted outreach initiatives.
- Utilized CRM software to track leads and maintain accurate client records.
- Conducted outreach activities, such as cold calling, emailing and attending networking events.
Education
BBA - Finance And Entrepreneurial Studies
University of New Hampshire
NH05-2015
High School Diploma -
Mascoma Valley Regional High School
Canaan, NH05-2011
Skills
- Loan processing and financial analysis
- CRM software proficiency
- Contract negotiation and risk assessment
- Vendor management strategies
- Effective communication skills
- Attention to detail
- Time management expertise
- Team collaboration and organizational skills
- Customer relationship management
Timeline
Lending Solutions Manager IV
First Citizens Bank
11.2017 - Current
Capital Coordinator
CIT Bank
06.2017 - 10.2017
Enterprise Account Manager
CIT Bank
10.2016 - 06.2017
Business Development Representative
CIT Bank
10.2016 - 06.2017
BBA - Finance And Entrepreneurial Studies
University of New Hampshire
High School Diploma -
Mascoma Valley Regional High School
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