Zachary Thompson

I founded Thompson Holdings Co. in 2019 to house multiple DBAs which enabled accurate and manageable accounting and tax preparation

• DBA: THC LLC - Life Accident and Health Insurance Broker. License # 4466986
• DBA: All ProTech (Tech Merchandise Drop Shipping - Sold)
• DBA: WillowArk Funding - Vendor Focused SMB Equipment Finance Brokerage & B2B Consulting - a Top Broker Partner w/ Sterns Bank, NorthMill EQP Finance, and National Business Capital. Average of $15MM In annual originations

A United Community Bank Company - Vendor Focused SMB Equipment Financing.

• Expanded the CA team to include 20 in-office representatives.
• Oversaw personal book of business while establishing new vendor programs for the West Coast Branch.
• Engaged prospective partners to enhance industry reach.
• Onboarded and coached skilled SMB Eqp Finance Specialists.
• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Structured and executed multiple Vendor Programs

Designed, and operated Vendor Financing programs in the Medical, Manufacturing and MHE industries.

• Evaluated and negotiated contracts to procure favorable financial terms.
• Recruited and mentored experienced finance representatives.
• Developed and launched the innovative structure Neg%RPO during tenure at Amur.
• Spearheaded the creation and execution of innovative Vendor RPO initiatives.
• Collaborated with marketing teams to design and launch various campaigns.

SMB Equipment Financing and Working Capital Direct End-User Sales.

• Executed comprehensive strategies for direct client transactions.
• Facilitated contracts and extended credit through Balboa’s internal resources.
• Helped Business owners finance business critical equipment ranging between $25k-$250K
• Performed detailed analysis on existing loans including assessing collateral values, payment history.
• Reviewed and processed customer loan applications for accuracy and compliance with established guidelines.
• Evaluated current interest rate environment for opportunities to refinance existing debt instruments at lower rates.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

This was my entry into the SMB Equipment Finance Industry. Despite the HIGH turn over rate, Boiler Room Sales Floor Managment, I was able to adapt, and learn quickly. Turning this industry into a lifelong career

• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
• Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
• Prepared sales presentations for clients showing success and credibility of products.