Manager Account Executive
Resume:
JENNIFER O. ANGELES
***** ********** ****., *** ****
Hayward, CA 94545
Cell phone: 818-***-****
Email: ********@*****.***
EMPLOYMENT HISTORY/ EXPERIENCE
FIRST CAPITAL, LLC Factor & Asset-Based Lender April 2005- March 2012
Los Angeles, CA
Senior Collateral Analyst
• Analyze and interpret data on Borrowing Base Certificate and Stucky to determine if advance requirements are within established approved formula
• Maintain proper and conduct systematic review of documents such as loan status/loan ledger to support request for a loan advance for Asset Based lending (ABL) and Non Notification (NNT) clients and Traditional Accounts (TRAD)
• Evaluate all collateral information and perform verification on same and analyze qualities for all collateral accounts and ensure eligibility for same
• Ensures accuracy on all collateral and monitor portfolio of all finance clients according to required administrative procedures and evaluate all invoices and prepare reports for same
• Systematic review and update information such as client summary, summary aging report
to support TRAD (Traditional Accounts ) and ABL (Asset Based Lending) accounts
• Assist Account Executive to ensure appropriate documents for all new debtors and prepare schedule for same and scan all copies and maintain records for future
• Review all policy exceptions and material issues and inform Portfolio Manager for same and identify and resolve allocation issues and escalate if required to Senior Management
• Responsible for updating monthly ineligibles and reconciling month end A/R collateral
• Point of contact/liaison with the office headquarters in OKC Operation (Oklahoma Office) for all clients account adjustments on collateral A/R portion when needed
Capital Factors, Inc., Factor and Asset-Based Lender Oct 1996-March 2005
Los Angeles, CA
Senior Client Administrator/Junior Collector/Verifications Specialist
• Handled loan recon structures, updates and changes based on accommodations in place and communicate with clients regularly regarding their accounts & collection status of their major debtors; prepare multiple informational reports
• Monitor all outstanding disputes and inform Regional Credit Manager for same and participate in all dispute meetings on weekly basis and generate required reports
• Evaluate all collateral information and perform verification on same and analyze qualities for all loan collateral accounts and ensure eligibility for same
• Took lead position and other administrative functions and duties in manager’s absence and worked with Jr. Collateral Analyst in processing advances for loan approval.
• Analyze all collaterals and provide detail reports for all accounts and ensure compliance to all documents and monitor all values and evaluate same
• Input of daily orders and invoices in the system and verify the validity of clients businesses through Dunn and Bradstreet
• In charge of making calls to clients to follow up payments for due invoices
Mail out payment letter request to clients
• Verified and confirmed shipment of merchandised delivery in order
• Evaluate all reports on everyday basis to maintain accurate and review all credit policy and update client position
• Responsible for interpreting data and figures on a borrowing base certificate and review that they are within the formula before funding to the clients. Performed the duties and responsibilities of a Collateral Analyst
EDUCATION AND SPECIALIZED TRAINING
B.S. B.A Accounting 1990 SIENA COLLEGE MANILA, PHILIPPINES
JPIA Member (Junior Philippine Institute of Accountants)
CFA (Commercial Finance Association) Seminar- Professional Development
Collateral and Inventory Evaluation Workshop /Training
Factor Soft and Stucky Training Seminar in Oklahoma, OK
Collateral Services Inc User’s Training Seminar in Kansas City, MO
Member of The Secured Lender representing the Asset-Based Financial Services and
Factoring Industries Worldwide
Capital Factors, Inc. Employee of the Quarter- Jan-March 1999
Notary Public, Jennifer Angeles
Contact this candidate