Portfolio Services Manager

GERRY S. WESTON

22435 SE 240th St, # M202

Maple Valley, WA 98038

(253) 569-3635

Email:

SYNOPSIS: Dedicated professional seeking opportunity in the financial services industry; 16 years commercial collections experience, 12 years collections management; strong relationships with a national network of attorneys, remarketers and field service providers. I am looking for challenging & mutually rewarding position.EXPERIENCE

Portfolio Services Manager, Pinnacle Business Finance, Inc. (March 2003- Present)

· Manage the servicing of the portfolio for a national equipment leasing and finance company

· Developed initial Customer Service & Collections Department platform

· Manage, train and monitor Customer Service Representatives for a national equipment leasing and finance company

· Manage, train and monitor Collections Representatives in a graduated collections environment

· Author policy and procedures for Collections Department & Customer Service Department

· Negotiated sale of small-ticket portfolio to third-party purchaser; supervised due diligence process

· Provide risk management function and contribute to, develop and author policy and procedure for the Credit Department

· Provide financial analysis, monitor performance for trends in portfolio performance and delinquency

· Prepare supplemental reporting for Sr. Management

Collections Manager, Irwin Commercial Finance (June 2001- March 2003) :

· Developed initial policy and procedure for the Collections Department at a start-up small ticket commercial leasing company

· Manage, train and monitor Collections Department of collectors in a graduated collections environment

· Authored policy and procedures for Collections Department (bankruptcy, litigation, Asset Management, Collections Policy and Procedure)

· Negotiated sale of small-ticket portfolio to third-party purchaser; supervised due diligence process

· Contributed to business development plan with marketing and credit departments

Collections Supervisor, Financial Pacific Leasing, LLC (May 1998- June 2001)

· Supervised a team of 22 early-stage collectors for a national commercial leasing company

· Directed staff and determine viability and profitability of contract changes, repossessions, re-writes and contract extensions

· Assisted in the development of new supervisor position for the 15-30 day area

PROFESSIONAL CERTIFICATIONS

CLP (Certified Lease Professional) 2000-present

Committee Member: Equipment Leasing and Financing Association Credit & Collection Committee 2006-2008

OUTSIDE SPEAKING

Panel Member, ELFA Credit & Collections Conference, Denver, CO 2006 Panelist, Fraud Detection Session

Presenter, ELFA Credit & Collections Conference, Boston, MA 2007 Panelist, Benchmarking

Presenter,ELFA Credit & Collections Conference, Boston, MA 2007 Presenter, Communications Session

Panel Member, ELFA Credit & Collections Conference, Philadelphia, PA 2008
Panelist, Human Capital & Retention Session

Presenter, Collections Tools Session

Presenter, ELFA Credit & Collections Conference, Philadelphia, PA 2008 Panelist, Prudent Underwriting Session

References upon request