Associate Account Manager, Equipment Finance
Sept 2025 - present- Rebuilt 13 abandoned Excel calculators (30–45 sheets each) as one Next.js / React app covering all 11 product lines; reverse-engineered the manufacturers’ lease and subsidy math and pinned penny-parity with TValue with 72 automated tests; the desk’s one trusted pricing tool.
- Untangled three structurally different subsidy formulas, proved three regional dealer workbooks were re-skins of one template, and collapsed them into shared calculation engines; authored the architecture and handoff documentation that lets the company’s IT org own and extend the tool.
- Built an AI document-validation prototype (OCR + ML + rules) for deal-funding review and took it through the company’s first internal innovation review; piloted on 50+ deal packages, it cuts review from 1–2 hours to about 5 minutes, each verdict logged to a per-deal audit trail.
- Designed a predictive collections scorecard with the credit and portfolio teams: a dual-track model that auto-triages low-risk accounts and scores the rest by recovery priority across about $17–18M of assets in recovery. Each one-point lift in the portfolio recovery rate is worth about $1M; owned the business case, won approval, and now lead the Phase 1 rollout with the desk’s Power BI portfolio and variance reporting behind it.
- Carry an equipment-finance sales book alongside the engineering work: funded $4M against a $2M monthly target (200% of quota) in each of April and May 2026 and have exceeded funding quota every month since my second month in the role.
Next.jsReactTypeScriptPythonOCR + MLCredit & recovery modelingTValuePower BI