Fundingo

FUNDINGO is a loan management solution, created by industry experts and designed specifically for Alternative Lending companies. It streamlines the entire process of originating, underwriting, and servicing Alternative Loans and Merchant Cash Advances. 

Unlike a hodge-podge of outdated and unconnected systems, each handling only a single element in the funding process, the FUNDINGO solution helps firms attract and close more deals, accelerate the underwriting process, generate more pricing options, reduce errors, and ensure greater consistency. These funders also earn a more professional reputation among borrowers, brokers, and syndication partners.

The FUNDINGO solution, developed and created by CloudMyBiz, is built on the salesforce.com platform and can be closely integrated with a company’s CRM, finance, document management and other systems. The solution is supported by experts in MCA funding management and has been successfully implemented in leading firms across the U.S.

Founder & CEO

CloudMyBiz, Inc

Empowering businesses through the Cloud, with an emphasis on using Salesforce, to streamline processes and encourage more collaboration between departments, clients, customers and partners, linking all aspects of the company and reducing technology ownership costs.
 
As a Salesforce.com platform expert, I work with companies to drill down into current business processes and identify localized and company-wide challenges; then guide the Leadership teams to grow and drive operations, resulting in increased sales, productivity, and superior levels of customer service, ensuring companies receive a high return on their Cloud investment with ongoing optimal results.
 
Expertise: 
- Salesforce Development, Integration, Migration, and Workflow Automation 
- Operational Management
- Tactical Management and Leadership
- Business Process Automation
- Software Design

Founder & President

Infinity Capital Funding, Inc

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization.

Organize and direct internal sales department. Ensure leverage and growth of the company’s major sales accounts providing recruitment, processes support, and direction to new and existing loan brokers. Attend various industry trade shows & conferences nationwide, to network with partners and vendors.

Create and energize operational streamline for company through hands-on expert management of Salesforce.com. Customize and build Salesforce.com data model, business logic, and user interface. 

Orchestrate and custom-design full scale integration of Salesforce.com into application. Assemble, develop, and implement database, customize settings, measure, monitor, and enhance system performance/goals regularly.

General Manager & Salesforce.com Certified Administrator/Developer

Magidoff Sadat & Gilmore LLP

Integral team member of one of the finest CPA consulting firms in southern California. Consistently used consultation talents, expertise, and know-how to manage and develop the cost segregation department of the firm. Networked and developed pivotal commercial real estate relationships. Persistent in leveraging data to present greatest cash flow optimization strategies that coupled with CPA resources/audits.

Sales Consultant

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization. 

Tactical management and leadership addressing full-scale company operations and administration on a daily basis. Skillful leadership and administration of underwriting department operations and personnel. 

Organize and direct internal sales department. Ensure leverage and growth of the company’s sales accounts providing recruitment, processes support, and direction to new and existing Independent Sales Offices.

Specialties: Salesforce.com Certified Administrator | Management | Operations | Loan Underwriting | Project Management | Sales | Payment Processing | Merchant Services | Strategy | Technology | Software Design |

Henry Abenaim

Maverick Payments

Product Success Associate I

Under the direction of Technical Support Manager, the Technical Support Representative is responsible for providing payments related technical support services while ensuring a superior client experience in all technical aspects involved in payment processing, ensuring customer and partner satisfaction.
Skills/Abilities:
 Proficiency with Microsoft Suite
 Knowledgeable in point-of-sale systems and related peripherals.
 Gateway Knowledge 
 Applicable TSYS knowledge.
 Experience in call center environments.
 Ability to clearly communicate technical related directions in verbal and written form.
 Possesses strong analytical and research skills with strong attention to detail.
 Ability to work autonomously while producing a high output of quality work.
 Demonstrates a level of credibility and concern that one be perceived as responsible, reliable, and trustworthy.

Technical Support Rep II

Ambiance Realty

Realtor

PayRio

1. **Implementation & Onboarding Lead**  
   - Managed the setup, onboarding, and configuration of payment processing systems for new clients, ensuring a seamless transition to PayRio’s platform.

2. **Project Management**  
   - Led the implementation of projects, coordinating with cross-functional teams and clients to meet deadlines and achieve successful deployments.

3. **Monday.com Setup & Configuration**  
   - Took ownership of setting up and configuring all corporate Monday.com boards, optimizing workflows and improving team collaboration across departments.

4. **Client Support & Training**  
   - Provided technical support and training to clients, troubleshooting issues and improving overall customer experience.

5. **Collaboration with Stakeholders**  
   - Worked closely with sales and product teams to understand client needs, enhancing PayRio’s offerings by providing valuable feedback for system improvements.

### Successful Projects:

1. **Corporate Rollout of Monday.com**  
   - Successfully led the company-wide implementation of Monday.com, customizing boards for various teams, and improving project management efficiency by 30%.

2. **Client Onboarding Success**  
   - Facilitated the smooth onboarding of several key clients by setting up payment systems, providing training, and addressing any technical challenges, improving client retention.

3. **Improved Support System**  
   - Established a streamlined support process that reduced response times and improved customer satisfaction.

Implementation Lead

RYVYL

1. **Implementation Lead for SaaS-based Payment Systems**  
   - Led the onboarding and integration of payment processing platforms for new clients, ensuring seamless system adoption and satisfaction.

2. **Inventory Management & Procurement**  
   - Managed and optimized the inventory of terminals and technical supplies using a trackable system, improving operational efficiency and reducing delivery times by 20%.

3. **Customer Onboarding & Technical Support**  
   - Successfully onboarded clients by setting up systems, providing training, and resolving technical issues. Improved setup time by 15%, increasing client satisfaction.

4. **Collaboration with Cross-functional Teams**  
   - Worked closely with sales, product, and customer support teams to ensure client needs were met, providing insights for product enhancements.

5. **Monday.com Expert**  
   - Designed and configured all corporate Monday.com boards, streamlining workflows and improving project management efficiency by 30%. Trained teams to use the platform effectively.

### Successful Projects:

1. **Corporate Deployment of Monday.com**  
   - Led the setup of Monday.com boards across the company, customizing workflows for various teams and boosting productivity.

2. **Integration of Payment Systems**  
   - Spearheaded payment system integrations for multiple clients, achieving a 95% client retention rate due to smooth deployment and onboarding.

3. **Optimized Terminal Inventory System**  
   - Developed an efficient inventory tracking system, leading to faster deliveries and a reduction in operational costs.

4. **Client Support & Satisfaction**
   - Implemented an enhanced onboarding process, reducing setup time and increasing customer satisfaction through proactive support and relationship management.

Life Alert

Here’s a condensed version of your key duties and achievements during your tenure at Life Alert:

1. **Customer Support & Technical Assistance**  
   - Provided high-quality support to customers, troubleshooting technical issues with Life Alert devices and ensuring prompt resolutions.

2. **Technical Training & Education**  
   - Trained customers on the proper use of Life Alert equipment, ensuring user understanding and improving device efficacy.

3. **Cross-functional Collaboration**  
   - Coordinated with internal teams to escalate and resolve complex technical issues, maintaining high standards of customer care.

4. **Process Improvement**  
   - Identified inefficiencies in support processes and recommended improvements that enhanced response times and overall customer satisfaction.

Successful Projects:

1. **Enhanced Customer Support System**  
   - Contributed to streamlining the customer support process, reducing response times and improving service quality.

2. **Customer Training Program**  
   - Played a key role in developing training materials and processes to better educate customers on product usage, leading to fewer service calls and higher user satisfaction.

Account Manager

As an Implementation Lead at RYVYL, I work with clients to map out their business processes, document their technical requirements, and deliver customized solutions for their digital transformation needs. I have over 2 years of experience in onboarding and customer success, having previously worked as an Onboarding Specialist at RYVYL Inc, a leading fintech company that provides blockchain-based payment solutions. I am also a licensed Realtor at Ambiance Realty, where I help clients buy and sell properties in the Los Angeles area. I have skills in product mapping, documentation, technical specs, as well as communication, problem-solving, and collaboration. I am passionate about helping businesses and individuals achieve their goals and improve their lives through technology and real estate.

taplio

The Battle

Henry Abenaim

Arlett Garcia

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