Summary
Overview
Work History
Education
Skills
Software
Timeline
BusinessAnalyst

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
06.2021 - 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
08.2019 - 08.2020
  • 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
05.2018 - 08.2019
  • 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
09.2016 - 04.2021

Skills

    Analytics & Analysis

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Software

Microsoft Office

Salesforce

Guidewire

Qlikview

Timeline

Collateral Analyst

Wells Fargo Equipment Finance
06.2021 - Current

Market Growth & Development Intern

Wells Fargo Equipment Finance
08.2019 - 08.2020

Insurance Customer Service Representative

RBC Insurance
05.2018 - 08.2019

Honours Bachelor of Commerce -

DeGroote School of Business, McMaster University
09.2016 - 04.2021
Jacob BellissimoAnalyst