Microsoft Office
Jacob Bellissimo
Analyst
Mississauga,ON
Summary
Recent graduate with multiple years of experience in business and financial roles. Exceptional reputation for optimizing processes and resolving problems.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work History
Collateral Analyst
Wells Fargo Equipment Finance
Mississauga , ON
2021.06 - Current
- Responsible for quoting and managing buyouts on loans and leases across Vendor Equipment Finance Programs, providing over 4,000 buyout requests for over 1,000 unique clients
- Collaborated across Sales, Cash, and Operations departments to streamline buyout process through managing customers, facilitating payments, and processing and applying funds
- Successfully lead and coordinated automation of the in-term buyout process, moving into an updated system to eliminate manual quoting and increase efficiency
- Communicated directly with clients to resolve inquiries, provide information and documentation, and ensure an exemplary experience.
Market Growth & Development Intern
Wells Fargo Equipment Finance
Mississauga , ON
2019.08 - 2020.08
- Held all Sales Force Effectiveness responsibilities across Canada's WF Equipment Finance division
- Compiled weekly, monthly, and quarterly reports for sales managers providing financial data on major programs, including Apple, Ricoh, and Bobcat Construction
- Assisted territory managers with database management, correctly allocating and classifying over 10,000 companies to ensure sales effectiveness
- Coordinated with US Customer Care team to launch the Canadian Sales Survey; independently managed data collection and reporting
Insurance Customer Service Representative
RBC Insurance
Mississauga , ON
2018.05 - 2019.08
- Provided excellent customer service experiences servicing over 1500 unique calls
- Performed a variety of tasks including sending documents and facilitating payments, while providing expert billing advice.
- Received the Drive to Impact award for exceptional work and positive business impact
Education
Honours Bachelor of Commerce -
DeGroote School of Business, McMaster University
2016.09 - 2021.04
Skills
Analytics & Analysis
Software
Salesforce
Guidewire
Qlikview
Timeline
Collateral Analyst
Wells Fargo Equipment Finance
2021.06 - Current
Market Growth & Development Intern
Wells Fargo Equipment Finance
2019.08 - 2020.08
Insurance Customer Service Representative
RBC Insurance
2018.05 - 2019.08
Honours Bachelor of Commerce -
DeGroote School of Business, McMaster University
2016.09 - 2021.04
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