Sales Manager
Resume:
Kathleen J. Collatos
Ocala, FL 34482
*********@***.**.***
Professional Profile
An experienced Finance Professional with 20+ years' track record securing
financial funding sources for all types of transactions in major lending
areas, including lease originations and customer support. Established
unique reputation for problem solving, relationship/rapport building, and
drive to increase market share-winning business against top tier
competitors. Expertise includes:
. Asset-Based Lending
. Administration/Contract Management
. Equipment Lease Transactions
. Structuring /Pricing Tax/Non-tax Equipment transactions
. Syndications/Acquisitions/Contract Negotiations
. Operational Systems Development/Support
Professional Work Experience
GE Commercial Finance, Transportation Funding 2003 - 2008
Vice President Asset Based Lending 2006 - 2008
Responsibilities include identifying and sourcing, direct originations for
asset-based lending transactions in the for-hire trucking industry, as well
as truck dealerships.
. Structured / factored ABL transactions ranging from $500,000 to $20
million and above.
. Met and exceeded marketing quota by my second year.
Vice President, Relationship Manager 2003 - 2006
Responsibilities included the direct origination of transportation
equipment loans and leases for the trucking industry, as well as truck
dealerships.
. Offered products to a range of credits from Owner Operators, up to and
including, investment grade credits - with primary target being in the
middle market arena, resulting in Circle of Excellence Award.
. Generated over $20 million in new business with transaction sizes ranging
from $100,000 to $12 million.
. Surpassed marketing quota in the first year.
Amsource Capital, Parker, CO 2002 - 2003
Director Middle Market and Investment Grade
Responsibilities included direct sales for originating middle-market and
investment grade lease and loan transactions in the range of $1 million to
$30 million per transaction.
. Managed all types of equipment for various industries, as well as
commercial real estate financing.
. Monitored and/or conducted the syndication of these transactions-
successfully competing/winning business against top tier banks.
Southern Pacific BanCapital, Denver, CO 2000 - 2002
Vice President Marketing Manager
Responsibilities included identifying and sourcing the acquisition of
middle-market lease and loan transactions in the range of $1million to $5
million per transaction for all types of equipment and structures.
Responsibilities, also, included direct originations, syndicating/marketing
one-off transactions, as well as portfolios.
. Successfully procured sales transactions until the entire bank closed in
March of 2002.
Kathleen J. Collatos Page Two
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Capital Associates International, Inc., Lakewood, CO 1998 - 2000
Assistant Vice President Syndications
Responsibilities included: identifying equity sources, preparing and
negotiating transaction economics and completion of equity sales.
. Developed and enhanced numerous equity source relationships, opening more
opportunities for syndication resources.
. Managed and coordinated negotiations of lease closing documentation.
. Provided and participated in the direct lease origination structuring and
economics for prospective lease transactions. Please note this company
was closed in 2001.
Lease Plan USA, Inc., Atlanta, GA 1994 - 1998
Manager Contract Administration & Equity Sales
Responsibilities included: structuring, preparing and negotiating
syndication sale documents, economic structuring, and sale agreement
formats with numerous equity sources (equity sales approximately $150
million on an annual basis).
. Developed and enhanced numerous equity source relationships.
. Managed contract administration staff; coordinated lease origination
contract negotiations and administration of lease documentation.
. Assisted sales in lease origination pricing and structuring of lease
transactions.
First Fleet Corporation, Fort Lauderdale, FL 1989 - 1993
Assistant Vice President Lease Administration
Began as a start up company, (incorporated in December of 1989).
. Hired trained and managed administrative and support staff.
. Prepared and negotiated lease and syndication contracts; coordinated and
managed the transaction processes from lease origination through
syndication of lease transactions.
Other Business Experience
Intertech, Dedham, MA - Consultant for Software Sales/Marketing
Chancellor Corporation, Boston, MA- Initiated Sales Prospecting and
Marketing Database
Commonwealth of Massachusetts,
Executive Office of Energy Resources- Research Associate
White House, Washington, DC -Intern
Education
BA, Political Science, Skidmore College, Saratoga Springs, NY
Various Business Sales, Credit and Presentation Skills training courses
Completion of Paralegal studies, Nova University, Fort Lauderdale, FL, 1992
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