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Rebecca S

@rebeccapalazesi

Experienced financial services professional with expertise in operations, compliance, and process improvement. Passionate about leveraging analytical

United States

Message

At GreatAmerica Financial Services, I manage a high-volume portfolio of customer transactions, coordinating timelines and requirements across clients, sales, underwriting, and finance.

I review finance documents for compliance with federal and state laws and provide monthly funding forecasts to support financial planning. I also contributed process ideas as a member of the Salesforce Function Alignment team.

Previously, at Capital One Auto Finance, I identified a system flaw that resulted in cost savings and handled more than 100 contracts per month through the funding process.

My experience also includes vendor transaction management and documentation at GreatAmerica Financial Services. I bring a data-driven approach supported by certifications in Business Analytics and Google Data Analytics.

Experience

Work history, roles, and key accomplishments

Sales Support Specialist III

GreatAmerica Financial Services

Dec 2018 - Oct 2026 (7 years 10 months)

Managed a high-volume portfolio of customer transactions, balancing profitability, risk, and compliance. Trained employees as a subject matter expert and contributed to process improvements via Salesforce.

Salesforce Project Management Compliance Risk Management Customer Service Financial Analysis Training Process Improvement

Assistant Relationship Manager

Capital One Auto Finance

Apr 2015 - Jan 2019 (3 years 9 months)

Managed dealer relationships and served as a consultative resource on funding and risk. Handled over 100 contracts monthly and identified a system flaw that resulted in significant cost savings.

Relationship Management Risk Management Compliance Data Integrity Analytical Skills Project Management Customer Service

Vendor Transaction Manager

GreatAmerica Financial Services

Oct 2013 - Mar 2015 (1 year 5 months)

Supported and grew high-value accounts to meet monthly quotas. Oversaw financial transactions from approval to funding and acted as the main point of contact for resolving process issues.

Account Management Financial Transactions Customer Service Problem Solving Relationship Management

Documentation Specialist

GreatAmerica Financial Services

Oct 2011 - Nov 2013 (2 years 1 month)

Coordinated with customers to organize documentation for the funding process. Generated and reviewed finance documents for accuracy and compliance before sending to funding.

Documentation Compliance Customer Service Attention To Detail Data Entry