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Unlike a hodge-podge of outdated and unconnected systems, each handling only a single element in the funding process, the FUNDINGO solution helps firms attract and close more deals, accelerate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

CRS is the single platform for all credit, fraud, and compliance needs, helping companies make powerful, accurate, data-driven decisions. As a Credit Reporting Agency and certified reseller for Experian®, TransUnion®, and Equifax®, CRS partners and integrates with bureaus and other providers to simplify vetting, compliance, and security processes. We work with the bureaus on your behalf, while unlocking multiple data sources with a single credit API connection.

Director Relationship Management

Truework

Led a team of four highly-skilled customer success teammates in a remote working environment.

Offered seamless client onboarding support for mortgage lenders transitioning to our Teams Platform.
Utilized CRM to track individual client interactions and identify potential candidates for upgrades.

Engaged with 20+ users per week via phone and video ensuring their individual success and satisfaction.
Acted as the voice for our users, communicating their experience and needs to internal product teams.
Worked closely with Live Chat Support Specialists to provide timely and exceptional client support.

Launched the "Loan Processor Podcast" to drive awareness and generate demand on LinkedIn.

Truework is changing the way personal information is shared when buying a home, leasing an apartment, or getting a new job. Starting with employment and income data, Truework is building a network of verified identity, empowering individuals to own and control their personal information.

Team Lead | Mortgage

Equinox

Responsible for the day-to-day management and motivation of 24 individual Membership Advisors.
Nominated for Equinox RSM of the Year, consistently finishing above plan achieving 7.8mm ARR.

Held our teams accountable to daily activity metrics and aggressive monthly membership goals.
Managed the flow of inbound leads and owned the quality of our sales process from start to finish.
Conducted weekly coaching calls and role-plays to better support our teams and address skill gaps.

Led monthly in-classroom sales training programs for hundreds of new sales hires and managers:

Lead Generation Best Practices
Making Phone Calls that Count
Mastering your Day
Discovery Process
Objection Handling
Closing the Sale
DiSC Assessment Training 

Leveraged Salesforce CRM to generate reports and identify trends across multiple locations.
Created and distributed 40+ video training resources that were widely adopted across the organization.
Introduced repeatable, scalable lead-driving initiatives resulting in 131% YOY increase in referral leads.

Regional Sales Manager

Managed a portfolio of 20+ key partners including Disney, Netflix, and SpaceX.
Increased corporate member count across six locations 103% YOY.
Met and exceeded sales goals, finishing 116% YTD and 720k ARR.

Conducted regular check-ins and business reviews with Benefits Leaders and Wellness Champions to address programming needs and plan wellness events that supported company initiatives: Heart Health, Mindful Eating, New Hire Orientations and Health Fairs. 

Negotiated partnership renewal terms on an annual basis, collaborating with legal team and sales operations to ensure a timely and efficient renewal process.

Led quarterly workshops for Membership Advisors to strengthen their skill sets and understanding of the Equinox High Performance Living Program to fully maximize in-club opportunities.

Account Manager

Senior Membership Advisor

Membership Advisor

Membership Coordinator

I specialize in early stage fintech relationship management. My current focus is credit data as-a-service with CRS.

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The Battle

Henry Abenaim

Codey Girten

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