SUMMIT Financial Resources: Working Capital Financing
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SUMMIT Financial Resources: Working Capital Financing Employees
Ecolab September 2015 - Present
Ecolab January 2012 - Present
Texas Roadhouse April 2010 - December 2011
SUMMIT Financial Resources: Working Capital Financing September 2009 - December 2009
Skills
Sales, Public Speaking, Customer Service, Time Management, Leadership, Management, PowerPoint, Microsoft Office, Team Building, Data Analysis
Education
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Economics
SUMMIT Financial Resources: Working Capital Financing 2009 - 2014
Staker Parson Companies August 2005 - July 2009
Kirby Morgan Dive Systems, Inc. (KMDSI) 2003 - 2005
Skills
Customer Service, Accounts Receivable, Collections, Accounts Payable, Credit Analysis, Account Management, Microsoft Office, Account Reconciliation, Data Entry, Invoice Verification, Office Administration, Risk Management, Tracking, File Management, Reporting & Analysis, Financial Accounting, Business Process..., Factoring, Asset Based Lending, Consumer Lending, Commercial Lending, Credit Management, Personal Finance, Small Business..., Data Analysis, Financial Statement..., Analytic Problem Solving, Online Research, Invoicing, Billing Process, Conflict Resolution, Training & Development, Database Administration, Vendor Management, Microsoft Excel, Microsoft Word, Staff Supervision, Team Leadership, Customer Retention, Organization Skills, Time Management, Performance Improvement, Relationship Management, Interpersonal Skills, Written Communication, Oral Communication, Tax Preparation, Computer Proficiency, Mac & PC platforms, Finance
Education
Franklin University 2008 — 2016
Bachelor of Science (BS), Accounting and Business/Management, Senior Level
Salt Lake Community College Credit Administrator for Asset Based LendingCeltic BankMarch 2008 - January 2009
SUMMIT Financial Resources: Working Capital Financing December 2004 - February 2008
Hobby Lobby May 2004 - October 2004
Zions Bancorporation June 2000 - November 2003
Skills
Customer Service, Accounts Receivable, Data Entry, Management, Credit, Loans, Relationship Management, Warehousing, Banking, Microsoft Office
Education
Salt Lake Community College 2011 — 2015
Associate of Science (A.S.), Business Administration and Management, General
Emery County High School 1995 — 1997
High School Diploma
SUMMIT Financial Resources: Working Capital Financing February 2012 - October 2014
BIOSYSTEMS (representing Stryker Spine) January 2011 - February 2012
SUMMIT Financial Resources: Working Capital Financing August 2010 - December 2010
SUMMIT Financial Resources: Working Capital Financing February 2009 - April 2010
SUMMIT Financial Resources: Working Capital Financing October 2008 - February 2009
SUMMIT Financial Resources: Working Capital Financing May 2008 - October 2008
Skills
Credit, Credit Analysis, Loans, Commercial Banking, Portfolio Management, Commercial Lending, Banking, Credit Risk, Small Business Lending, Asset Based Lending, Underwriting, Financial Risk, Financial Analysis, Finance, Lines Of Credit, Microsoft Excel, Microsoft Word, Oracle Applications, Microsoft Access, Microsoft Powerpoint
Education
Utah Valley University 2011 — 2014
Bachelor of Science (B.S.), Accounting
University of Arkansas 2006 — 2008
SUMMIT Financial Resources: Working Capital Financing June 2015 - Present
Bibby Financial Services September 2010 - June 2015
Far West Capital May 2013 - April 2014
Johnson Bank April 2010 - June 2010
Johnson Bank August 2006 - April 2010
Parklane Jewlery 2007 - 2010
TD Bank USA October 2004 - August 2006
Bank One July 2002 - October 2004
Skills
Relationship Development, New Business Development, Factoring, Inter-personal, Business Development, CRM, Commercial Lending, Sales, Finance, Small Business Lending, Asset Based Lending, Loans, Commercial Banking, Investments, Portfolio Management, Banking, Insurance, Real Estate, Business Planning, Credit Risk, Mergers & Acquisitions, Relationship Management, Risk Management, Financial Analysis, Sales Management, Financial Services, Cash Management, Small Business, Cash Flow, Mortgage Lending, Financial Risk, Asset Management, Corporate Finance, Executive Management, Commercial Finance, Commercial Mortgages, Funding, Structured Finance, Restructuring, Wealth Management, Strategic Financial..., Private Equity, Due Diligence, Financial Structuring, Lines Of Credit, Loan Origination, Middle Market, Trade Finance, Retail Banking, Working Capital...
Education
Miami University 1983 — 1985
MEd, Education H.S.
Miami University 1980 — 1983
B.S., Marketing
SUMMIT Financial Resources: Working Capital Financing July 2012 - Present
Prestige Capital Corporation August 2006 - July 2012
Magnolia Financial, Inc. June 2003 - April 2006
Private Business Inc. 1998 - 2002
Enterprise Rent-A-Car November 1993 - August 1998
Skills
Commercial Finance, Asset Based Lending, ABL, Factoring, Flex, Commercial Lending, Credit, Loans, Finance, Investment Banking, Funding, Lines Of Credit, Business Development, Working Capital..., Banking, Cash Flow, Leveraged Finance, Structured Finance, Small Business Lending, Commercial Banking, Trade Finance, Financial Structuring, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Commercial Mortgages, Credit Risk, Treasury Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Risk, Financial Services
Education
East Carolina University 1987 — 1992
B.A., Psychology
Commercial Finance Industry 2014 - Present
Fleet One Factoring, LLC (WEX) March 2006 - October 2012
Fleet One 2006 - 2012
SUMMIT Financial Resources: Working Capital Financing January 2004 - March 2006
2003 - 2006Summit Financial Resources January 2003 - March 2006
Private Business, Inc (Jack Henry and Assoc.) March 1998 - January 2004
Private Business, Inc January 1997 - January 2003
Cardinal Health, Inc January 1995 - January 1997
First Union Corporation January 1992 - January 1995
Dominion Bank Corporation January 1988 - January 1992
Skills
Factoring, Sales Management, Working Capital..., Credit, Credit Analysis, Asset Based Lending, Loans, Accounts Receivable, Portfolio Management, B2B, Banking, Risk Management, Strategic Planning, Transportation, Lines Of Credit, Credit Risk, Commercial Finance, Salesforce.com, Small Business Lending, New Business Development, Finance, Commercial Banking, Commercial Lending, Marketing, Business Strategy, Account Management, Business Development, Business Planning, Strategic Partnerships
Education
University of Arkansas 1980 — 1985
BS, Marketing/Finance
University of Arkansas
B.S, Business Administration; Finance and Marketing
Taulia Inc. July 2014 - Present
Missio Dei Community November 2012 - June 2014
SUMMIT Financial Resources: Working Capital Financing April 2012 - January 2013
C3CustomerContactChannels August 2011 - May 2012
Multnomah University 2006 - 2010
Skills
Customer Service, Nonprofits, Volunteer Management, Leadership, Community Outreach, Public Speaking, Microsoft Excel, Microsoft Office, Fundraising, Teaching, Leadership Development, Research, SaaS, Procure-to-Pay, Help Desk Support, Technical Support, B2B, Supply Chain Software, Start-ups, Ballroom Dance, Corporate Branding, Sales Presentations
Education
Multnomah Bible College 2006 — 2011
Bachelor of Science (B.S.), Theology/Theological Studies
SUMMIT Financial Resources: Working Capital Financing May 2013 - Present
American Express July 2002 - July 2013
Skills
Credit Analysis, Credit Cards, Underwriting, Risk Management, Financial Analysis, Banking, Credit Risk, Customer Satisfaction, Risk Analysis, Relationship Management, Accounts Payable, Commercial Lending, Commercial Banking, Credit, Loans, Multi Tasking, Goal Oriented, High Performer, Tax Returns, Microsoft Office, Leadership, Financial Modeling, Finance, Portfolio Management, Operational Risk, Financial Risk, Small Business Lending, Factoring, Asset Based Lending, PowerPoint, Customer Service
Education
University of Phoenix-Utah Campus 2012 — 2016
Currently enrolled earning Bachelor Degree, Business and Human Resources, 3.91 GPA
SUMMIT Financial Resources: Working Capital Financing 2003 - Present
Goldleaf Financial Solutions 2002 - 2003
P&L Capital 2001 - 2002
Skills
ABL, Asset Based Lending, Factoring, Commercial Lending, Commercial Finance, Banking, Loans, Commercial Banking, Credit Analysis, Lines Of Credit, Middle Market, Small Business Lending, Working Capital..., Finance, Credit, Treasury Management, Funding, Underwriting, Portfolio Management, Credit Risk, Structured Finance, Cash Flow Lending, Financial Structuring
Education
University of Nebraska-Lincoln 1996 — 2001
Federal National March 2015 - Present
KWP Consulting June 2013 - December 2014
SUMMIT Financial Resources: Working Capital Financing October 2012 - June 2013
Tiffany & Co. November 2012 - January 2013
Wells Fargo Home Mortgage May 2012 - August 2012
Mandalay Bay February 2011 - November 2011
Trump International February 2010 - November 2010
Equity Real Estate - Luxury September 2009 - January 2010
Allyse's Bridal October 2008 - January 2010
Mandalay Bay February 2008 - October 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Sales, Accounting, Teamwork, Event Management, Retail, Leadership, Advertising, Management, Finance
Education
University of Nevada-Las Vegas 2010 — 2012
BS, Finance, General
Utah Valley University
Associate of Science (A.S.), Business Administration and Management, General
SUMMIT Financial Resources: Working Capital Financing September 2008 - Present
Skills
Commercial Lending, Loans, Asset Based Lending, Credit, Small Business Lending, Commercial Finance, Corporate Finance
Education
Sacred Heart University
Bachelor's degree, Accounting
SUMMIT Financial Resources: Working Capital Financing March 2011 - Present
Seattle Bank April 2008 - January 2011
American Marine Bank August 2006 - April 2008
NorthStar Bank, to become Frontier Bank September 2003 - August 2006
US Bank September 2002 - September 2003
Banner Bank January 1999 - September 2002
AeroFund Financial, Inc. 1995 - 1999
Skills
Credit, Lines Of Credit, Working Capital..., Banking, Commercial Finance, Commercial Banking, Asset Based Lending, Commercial Lending, Small Business Lending, Cash Flow, Portfolio Management, Underwriting, Financial Analysis, Loan Structuring, Small Business, Accounts Receivable, Trade Finance, Customer Relations, Finance, Factoring, Customer Service, Loans, Credit Analysis, Commercial Mortgages, Financial Structuring, Cash Flow Lending, Credit Risk, Treasury Management, Mergers & Acquisitions, Middle Market, SBA, Consumer Lending, Loan Origination, Funding, Financial Risk, Cash Management, SBA 504, Mortgage Lending, Risk Management, Due Diligence, Refinance, Commercial Real Estate, Mortgage Banking, Retail Banking, Relationship Management, Financial Services, Construction Loans, Banking Relationships, Cross Selling
Education
Occidental College 1991 — 1995
BA, Diplomacy and World Affairs
SUMMIT Financial Resources: Working Capital Financing March 2009 - September 2012
Siemens Financial Services June 2000 - March 2009
FINOVA Capital Corporation 1995 - 2000
Mellon Bank 1991 - 1995
Skills
Credit, Portfolio Management, Banking, Risk, Loans, Asset, Commercial Banking, Compliance, Risk Management
Education
University of Scranton 1989 — 1991
MBA, Finance
University of Marywood 1982 — 1987
Bachelor of Science, Accounting
Madison High School 1978 — 1982
SUMMIT Financial Resources: Working Capital Financing November 2009 - Present
SUMMIT Financial Resources: Working Capital Financing 2009 - 2010
Education
University of Kentucky 1988 — 1990
Economics, Business
Coalition for Renewable Natural Gas July 2015 - Present
Institute for Development Impact - I4DI December 2014 - July 2015
World Vision USA September 2014 - April 2015
Coalition For Renewable Natural Gas May 2014 - September 2014
SUMMIT Financial Resources: Working Capital Financing April 2011 - August 2013
US Bank September 2008 - April 2011
Evangelical International Church / Maadi Community Church May 2006 - May 2008
Damitz, Brooks, Nightingale, Turner, Morrisset January 2005 - May 2005
Westmont College August 2001 - December 2004
Skills
Nonprofits, Financial Analysis, Economics, Portfolio Management, Finance, Credit Analysis, Fundraising, International Relations, Leadership, Management, Account Management, Commercial Finance, Microsoft Excel, Data Analysis, Cross-cultural Teams, Team Leadership, Project Coordination, Adventure Travel, Coaching, Consumer Lending, Retirement Savings, Tax Accounting, Business Relationship..., Refugees, Banking, Strategic Planning, Non-profits, Travel, Mentoring, Program Management, Strategy, Environmental Policy, Energy Policy, Squarespace, Project Management, Training, Research, Microsoft Office, International...
Education
American University - School of International Service 2014 — 2016
Master's Degree, International Development
American University - Kogod School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management, 3.93
Westmont College 2001 — 2005
Bachelor of Arts, cum laude, Economics and Business
SUMMIT Financial Resources: Working Capital Financing July 2015 - Present
SUMMIT Financial Resources: Working Capital Financing February 2009 - July 2015
MagnetBank July 2006 - February 2009
Skills
Credit Analysis, Cash Flow Lending, C&I Lending, Factoring, Asset Based Lending, Work-Out, SBA, Equipment Loans, Commercial Lending, Banking, Portfolio Management, Underwriting, Loans, Risk Management, Due Diligence, Credit, Lines Of Credit, Credit Risk, Funding, Commercial Banking, Cash Flow, Small Business Lending, Mortgage Lending, Middle Market, Working Capital..., Financial Structuring, Finance, Corporate Finance, Financial Risk, Financial Analysis, Treasury Management, Mergers & Acquisitions, Restructuring, Financial Modeling
Education
Southern Utah University 1998 — 2001
Bachelor of Arts (B.A.), Business Management
SUMMIT Financial Resources: Working Capital Financing April 2015 - Present
CFG May 2013 - March 2015
Georgia Commerce Bank February 2008 - May 2013
Fidelity Bank March 2003 - February 2008
First Horizon Home Loans April 2000 - February 2003
Amtrust Mortgage Corporation 1995 - 1996
Skills
FHA, Mortgage Lending, VA, Mortgage Banking, Mortgage Industry, Refinance, Mortgage, Mortgage Underwriting, Banking, Commercial Mortgages, FHA financing, Real Estate Financing, Referrals, Home Equity Loans, Credit Analysis, Underwriting, Loan Origination, First Time Home Buyers, Home Equity Lines of..., REO, Sellers, Financial Services, Loans, Finance, Investors, Real Estate, Construction Loans, Credit, Rentals, Commercial Lending, Portfolio Management, Real Estate Economics, Residential Mortgages, Short Sales, Non-Conforming, Government Loans, Small Business Lending, Certified Mortgage..., Reverse Mortgages, Mergers & Acquisitions, Sales, Management, Mortgage Marketing, Residential Homes, Loan Servicing, Investment Properties, Commercial Banking, Foreclosures, HUD, VA loans
Education
Georgia State University 1982 — 1986
BBA, Marketing
SUMMIT Financial Resources: Working Capital Financing January 2015 - Present
Commercial Finance Group January 2011 - December 2014
A division of PNC Bank 2008 - 2010
National City Bank 2005 - 2007
GE Capital 2000 - 2005
Skills
Small Business Lending, Credit, Commercial Lending, Lines Of Credit
Education
McKendree College 1994 — 1998
Bachelor of Arts (B.A.), Speech Communication
SUMMIT Financial Resources: Working Capital Financing December 2010 - Present
CountryPlace Mortgage May 2010 - January 2011
Far West Capital August 2009 - September 2010
Allied Captial Partners, LP November 2007 - June 2009
Automatic Data Processing 2005 - 2007
CountryPlace Mortgage May 1994 - July 2006
Palm Harbor Homes 1994 - 1999
Education
University of North Texas
Virginia Commercial Finance April 2013 - Present
Presidential Financial Corporation July 2012 - February 2013
Hennessey Capital LLC July 2011 - December 2011
SUMMIT Financial Resources: Working Capital Financing April 2010 - August 2011
Webster Business Credit July 2007 - September 2010
GE Commercial Finance August 2004 - April 2006
Guaranty Business Credit July 2001 - August 2004
The Cit Group September 1994 - July 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Middle Market, Factoring, Lines Of Credit, Cash Flow Lending, SBA, Credit, Credit Analysis, Loans, Small Business Lending, Banking, Leveraged Finance, Funding, Due Diligence, Commercial Banking, Underwriting, Portfolio Management, Credit Risk, Financial Structuring, Corporate Finance, Loan Origination, Finance, Commercial Mortgages, Business Development, Mergers & Acquisitions, Financial Analysis, Treasury Management, Working Capital..., Structured Finance, Private Equity, Executive Management, Restructuring, Financial Modeling, Debt Restructuring, Financial Risk, Investments, Cash Flow, Cash Management, Trade Finance, Consumer Lending, Financial Services, Risk Management, Mortgage Lending, Private Placements, Valuation
Education
Appalachian State University 1976 — 1980
BS, Business Administration/Marketing
SUMMIT Financial Resources: Working Capital Financing December 2014 - Present
Skills
Portfolio Management, Underwriting, Credit, Credit Analysis, Banking, Financial Analysis, Operations Management, Asset Management, Commercial Lending, Loans, Financial Services, Asset Based Lending, Loan Origination, Funding, Financial Structuring, Finance, Microsoft Excel, Salesforce.com, Business Analysis, Financial Modeling, Microsoft Office
Education
ABA Stonier Graduate School of Banking 2013 — 2015
Banking
ABA National Commercial Lending School 2011 — 2011
Commercial Lending
Westminster College 2001 — 2003
B.S., Mathematics
Concordia University-Irvine 2000 — 2001
SUMMIT Financial Resources: Working Capital Financing April 2009 - Present
Summit Financial Resources 2009 - Present
GMAC Commercial Finance 2002 - 2006
CIT 1996 - 2003
Skills
Asset Based Lending, Underwriting, Commercial Lending, Lines Of Credit, Factoring, Small Business Lending, Commercial Finance, Loans, Cash Flow Lending, Credit, Middle Market, Commercial Banking, Credit Analysis, Portfolio Management, Financial Structuring, Funding, Credit Risk, Banking, Financial Risk, Cash Flow, Working Capital...
Education
DePaul University
Master of Business Administration (MBA), Accounting and Finance
PNC Business Credit September 2010 - Present
SUMMIT Financial Resources: Working Capital Financing November 2009 - September 2010
M&I Business Credit LLC May 2008 - August 2009
Wells Fargo Business Credit 1985 - 2008
Education
Miami University 1981 — 1985
Bachelor of Science, Finance, International Economics
Marquette Commercial Finance February 2014 - Present
SUMMIT Financial Resources: Working Capital Financing December 2011 - February 2014
First Capital April 2007 - December 2011
Bibby Financial Services March 2006 - March 2007
Ocean Bank April 1999 - March 2006
Skills
Business Development, Asset Based Lending, Executive Management, Commercial Lending, Small Business Lending, Commercial Finance, Loans, Credit, Credit Analysis, Portfolio Management, Commercial Banking, Factoring, Underwriting, Banking, Management, Mergers & Acquisitions, New Business Development
Education
Indiana University Bloomington
BA, Economics, History
SUMMIT Financial Resources: Working Capital Financing November 2009 - Present
Action Capital Corporation May 2006 - April 2009
Education
University of Kentucky 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics