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SUMMARY

Results-focused professional with a strong background in business development, o


perations management and analysis. Strengths include excellent communication an
d interpersonal skills, process improvement and change management in a rapid gro
wth environment. Key competencies include:
Relationship Building Team Building and Retention
Strategic Planning
Vendor Sourcing and Negotiating Customer Conflict Resolution
Risk Management

PROFESSIONAL EXPERIENCE
FIVE POINT CAPITAL, San Diego, CA 2005-present
Privately held company named by Inc. as one of the country's fastest growing pri
vate companies for three consecutive years; provides B2B financing with a focus
on equipment leasing, merchant cash advance and credit card processing.
Operations Manager - Electronic Payment and Processing Division, 2010
Developed the merchant services channel with an emphasis on product rollout, int
ernal training and implementation.
* Oversaw merchant account implementation.
* Created a passive revenue stream of $800K by converting electronic payment pro
cessing and designed work flow to integrate with existing cash advance partners.
* Expanded merchant solutions with ACH processing, check processing, gift and lo
yalty card programs, micro-ticket equipment leasing programs.
* Managed residual reporting and merchant portfolio, including attrition rates,
client service matters and profitability per customer.
Operations Manager - New Business Initiatives, 2008-2010
Managed the integration of new business channels into the company's existing bus
iness model resulting in operational efficiencies.
* Launched two distinct product channels: Merchant Cash Advance Division and the
Electronic Payment and Processing Division.
* Revised broker agreements, wrote service level agreements and built standard o
perating procedures for all new alternative strategic partnerships.
* Identified opportunities for growth and established relationships to align wit
h current company vision and long term planning goals.
* Attended regional and national trade shows to widen company exposure in indust
ry.
* Integrated CRM to enhance sales work flow and initiated a paperless work envir
onment.

Operations Supervisor - Leasing Division, 2007


Managed credit analysis, funding disbursement, insurance coverage and lease docu
mentation functions. Developed new relationships with funding sources.
* Restructured departments into teams, which eliminated siloed work efforts, red
uced error rate from 13% to 4% and reduced funding cycle from 15 days to 6 days.
* Developed content for Policies & Procedures Manual and internal training mater
ials that promoted a broader understanding of company products.
* Formulated expectation metrics and key performance indicators for the operatio
n's role profiles, which reduced turn over and stimulated employee morale.
* Monitored progress of new internet marketing campaign through lead generation
and pay per click; communicated results to key contacts in other departments.
Credit Supervisor, 2006-2007
Managed credit department, maintained optimal sales while controlling approval r
ates, bad debt and credit policy.
* Prepared weekly portfolio, volume and personnel reports.
* Collaborated with IT department to implement automation, streamlining internal
process for operations and sales functions.
* Managed and coached a team of 17 credit analysts.
* Coordinated, resolved and responded to consumer letters ensuring company compl
iance with Regulation B - Equal Credit Opportunity Act, while measurably improvi
ng customer satisfaction.

EDUCATION / TRAINING
San Diego State University, San Diego, CA
Training in Management and Personal Development through professional management
organizations

Volunteer Involvement
Make a Wish: Member since 2009, Make a Wish 3C Committee 2010, Wish Granter 2009
Irish Congress: Member since 2008
Hopscotch: Member since 2006, Fundraising Coordinator 2006-2008

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