EMPLOYMENT:
TOSHIBA AMERICA MEDICAL SYSTEMS
Mt. Laurel, NJ
6/08-present
Sales Support Administrator
Support finance sales representatives to process large ticket transactions within Toshiba America Medical Credit. Put together credit packages, confirm pricing and submit to funding sources for approval. Work with funding source and salesperson to obtain necessary information for approval. Upon approval, prepare lease documents and overnight or e-mail documents to customer and salesperson. Work with customers and salesperson to complete documentation and obtain necessary credit requirements. Review signed documentation for accuracy and ensure all credit requirements have been met. Obtain accurate invoices and confirm equipment delivery or project completion dates with customer. Follow up with lessee for signed Delivery and Acceptance certificate and insure all necessary documentation and insurance information has been received. Complete transaction pricing according to daily three or five year swap rate. Submit final documents to funding source for funding. Coordinate communication between salespeople, funding source, and customers throughout the process. Assist with special projects as needed.
CIT GROUP, INC
Mt. Laurel, NJ
3/07-6/08
Contract Administrator
Process mid to large ticket lease transactions for the Toshiba private label vendor program. Receive and review credit submission from salesperson and pull all necessary reports, i.e.: Dun & Bradstreet, Experian, PayNet, etc. Verify corporate name and medical license and enter completed application into system. Organize file and package deal to submit to credit personnel for review. Work with credit and salesperson to obtain necessary information for approval. Upon approval, issue contingent Purchase Order to vendor(s) and prepare lease documents. Overnight or e-mail documents to customer and salesperson. Work with customers and salesperson to complete documentation and obtain necessary credit requirements. Review signed documentation for accuracy and ensure all credit requirements have been met. File UCC filing, follow up for complete property and liability insurance certificates and issue clean Purchase Order to vendor(s). Work with vendor(s) to obtain accurate invoices and confirm equipment delivery or project completion dates with vendor(s) and/or customer. Process progress payment transactions as required by construction vendor(s) when necessary. Follow up with lessee for signed Delivery and Acceptance certificate and insure all necessary documentation and insurance information has been received. Complete transaction pricing according to daily three or five year swap rate. Obtain necessary approvals for pricing and documentation requirements prior to booking. Commence lease, fund vendor(s) and complete all necessary acceptance work before sending to scanning. Coordinate communication between salespeople, credit, vendors and customers throughout the process. Assist with special projects as needed.
LEAF FINANCIAL CORPORTION
Philadelphia, PA
08/06-3/07
Relationship Manager
Work with outside salespeople to price transactions and send proposals and/or marketing packages to sales leads for dental and healthcare equipment financing, project financing, debt consolidation and real estate transactions. Send and follow up on applications sent to prospective customers. Contact accountants, lawyers, customers and vendors to obtain necessary financial information, i.e.: corporate and business tax returns, personal financial statements, income statements and balance sheets. Verify corporate name and medical or dental license information and enter completed application into Rapport. Package deal and submit to credit personnel for review. Convey approval or decline to outside salespeople and vendors. Prepare loan, lease or finance documentation and overnight, fax or e-mail to customer. Order documents through LandAmerica necessary to process real estate transactions, ie: flood certification, appraisals and environmental surveys. Work with customers to complete documentation and obtain necessary insurance information i.e.: property, liability, life, disability and malpractice insurance. Process progress pay transactions and work with customers and vendors through the process to complete project. Process UCC filings and order site inspections using QuikTrack system as required by credit. Work with landlords to obtain space leases and complete landlord waiver documentation. Review signed documentation for accuracy and ensure all credit requirements have been met. Work with vendors to obtain complete invoices and confirm equipment delivery or project completion dates. Complete transaction pricing according to daily three year swap rate. Perform telephone verification with borrower and commence lease and/or loan, fund vendor(s) and complete all necessary acceptance work for file. Coordinate communication between outside salespeople, credit, healthcare vendors and customers throughout the process. Assist outside salespeople with administrative duties and help with special projects as needed.
CITICAPITAL
Mt. Laurel, NJ
04/99 – 08/06
Account Representative / Interim Team Leader
Process applications and render decisions either through an automatic credit scoring system or by forwarding to credit personnel for review. Responsible for reviewing personal credit reports, D&B reports and obtaining bank and/or trade references to present to credit in order for decision to be obtained. Prepare lease and loan documentation and send to customer and/or vendor salesperson via fax or e-mail. Follow up via phone and/or e-mail and update inside sales staff as to status of active deals. Review signed documents for accuracy and ensure all information has been received and all credit criteria has been fulfilled. Process UCC filings as needed, commence lease and/or loan, fund vendor(s) and complete all necessary acceptance work for file. Apply advance rental check to lease and close out rollover accounts as needed. Responsible for coordinating overall communication between credit department, inside sales, outside sales, healthcare vendor representatives and customers.
On an interim basis, oversee day to day operations for a staff of four. Manage schedule to ensure optimum coverage i.e.: vacation time, personal time, sick time and lunch schedules. Review documentation for transactions in excess of $250,000 before being sent to customers, as well as for booking and funding to ensure accuracy. Ensure policies and procedures being followed correctly by team. Assist in answering questions and training new staff members. Complete necessary reports for vendors and balance monthly general ledger accounts. Participate in special projects and “process improvement” sessions as needed.
AMERICAN APPLIANCE
Pennsauken, NJ
05/96 – 04/99
Accounts Receivable/Payable Clerk
Work with Chief Financial Officer to approve new corporate accounts. Bill corporate accounts monthly and post payments in a timely manner. Light collection duties. Review invoices received from vendors to ensure accuracy. Set up payments in system, process and mail checks to vendors
TODAY’S MAN
Moorestown, NJ
09/93 – 05/96
Accounts Receivable Clerk
Reconcile credit card and check accounts. Handle credit card disputes submitted by customers through American Express, Visa, MasterCard and Discover cards. Provide information requested and resolve disputes between customers and individual store locations. Assist with special accounting projects as required.
EDUCATION:
ROWAN UNIVERSITY, Glassboro, New Jersey
B.A. Communications* / Writing Arts
*Currently Attending-Anticipated Graduation Date May 2010
BURLINGTON COUNTY COLLEGE, Pemberton, New Jersey
A.A. Communications – May, 2006
CITTONE INSTITUTE, Mount Laurel, New Jersey
Certificate Computerized Accounting – May, 1996
COMPUTER EXPOSURE:
Hardware: PC … Corporate System
Software: Microsoft Office-Word, Excel, Power Point, Visio …Adobe Acrobat-Reader, Writer, Photoshop …Infolease, Rapport, Approach, Salesforce.com, UCC Direct