Carolyn M. Holtz
Naperville
Summary
Experienced Business Manager with a proven track record in driving sales support, cultivating relationships, and implementing marketing strategies to seize new business opportunities. Over 20 years of industry experience, highly motivated and organized. Skilled in strategic planning, adept at identifying growth opportunities within the market.
Overview
30
30
years of professional experience
Work History
Full-Time Parent and Caregiver
Holtz-Schaeffner Household
01.2017 - Current
- Took time away from my professional career to raise my daughter, manage the household, and care for aging parents.
Business Manager, Global Vendor Finance - Director
BANC OF AMERICA LEASING
01.2005 - 01.2017
- Company Overview: Bank-owned equipment financing company owned by Bank of America Merrill Lynch
- For over 10 years supported business growth in the General Industries, Technology, Healthcare and Municipal verticals as well as global market expansion in the U.S, Canada, Europe , and Asia.
- Focused primarily on defining and executing marketing strategies to enhance overall sales performance and increase business opportunities through cross-sell relationships, new prospect development, RFP design and generation, marketing strategies, and project management.
- Developed deep-rooted relationships with GVF's leadership team and business partners across the enterprise, resulting in consistent execution of objectives.
- Provided right-hand support to GVF's leadership team and support to the sales efforts of thirty sales professionals across the globe.
- Executed strategic business initiatives related to strategic bank engagement, reporting, compliance and sales performance effectiveness (i.e. Originations Process design, encryption, client management tool implementation, dashboards, etc.) requiring cross-functional disciplines to achieve optimal business results as well as marketing activities across the enterprise and within the market globally (Americas, Asia and Europe)
- Developed client surveys, analyzed results and implemented client delight enhancements.
- Developed client surveys, analyzed results, and implemented client delight enhancements.
- Hand-selected by leadership to form a Business Support Team in 2005.
Auditor - Vice President
FLEET BOSTON FINANCIAL CORPORATION
01.2004 - 01.2005
- Company Overview: Acquired by Bank of America in 2004
- Organized, led and conducted operational reviews of vendor clients as well as summarized audit results through comprehensive reports identifying internal control weaknesses.
- Established mechanisms for tracking and obtaining internal approvals for open issues.
Program Manager - Vice President
FLEET BOSTON FINANCIAL CORPORATION
01.2003 - 01.2004
- Company Overview: Acquired by Bank of America in 2004
- Managed five vendor finance programs in the General Industrial market sector generating $95MM in new business volume.
- Engaged with vendor clients by providing transactional guidance, quotes, documentation negotiations and quarterbacked transactions internally.
Financial Merchandising Manager
MITSUBISHI CATERPILLAR FORKLIFT AMERICA, INC.
01.2000 - 01.2003
- Company Overview: Leading forklift manufacturer
- Conducted finance/lease training and provided structuring and sales strategy support for material handling dealerships in the Western U.S.
- Partnered with bank funding source to achieve optimal program results and expand dealer relationships and increase finance penetration rates across dealerships.
Sales Associate/Inside Sales
FLEET BOSTON FINANCIAL CORPORATION
01.1998 - 01.2000
- Company Overview: US-based bank formed by the 1999 merger between Fleet Financial Group and BankBoston (ultimately acquired by Bank of America)
- Identified and prospected for new program opportunities in the Technology and General Industrial market sectors.
- Assisted the sales team in the development and implementation of new programs.
- Provided sales support to the Program Management team for established programs.
- Quoted transactions, maintained deal tracking logs, volume reports, trained vendor clients on financing and assisted in the overall program support.
New Business Coordinator
SANWA BUSINESS CREDIT CORPORATION
01.1997 - 01.1998
- Company Overview: US-based equipment finance subsidiary of Sanwa Bank (ultimately acquired by Bank of America)
- Supported National Program Manager in the development of material handling relationships and the processing of new transactions from submission to funding.
- Assisted in the creation and publishing of monthly rate matrices for the dealer network as well as the development of rate promotions.
Credit Analyst
MERRILL LYNCH BUSINESS FINANCIAL SERVICES, INC.
01.1995 - 01.1996
- Company Overview: Division of Merrill Lynch
- Analyzed financial statements and monitored for line of credit and term loan portfolios.
Education
B.A. - Finance
New Mexico State University
05.1995
Skills
- Detail-oriented organization
- Interpersonal communication proficiency
- Proficient in Microsoft Office
- Effective task prioritization
- Marketing and sales support
- Strategic meeting organization
- Cross-functional collaboration
- Comprehensive marketing coordination
- Results-oriented strategic planning
- Initiative planning and execution
Timeline
Full-Time Parent and Caregiver
Holtz-Schaeffner Household
01.2017 - Current
Business Manager, Global Vendor Finance - Director
BANC OF AMERICA LEASING
01.2005 - 01.2017
Auditor - Vice President
FLEET BOSTON FINANCIAL CORPORATION
01.2004 - 01.2005
Program Manager - Vice President
FLEET BOSTON FINANCIAL CORPORATION
01.2003 - 01.2004
Financial Merchandising Manager
MITSUBISHI CATERPILLAR FORKLIFT AMERICA, INC.
01.2000 - 01.2003
Sales Associate/Inside Sales
FLEET BOSTON FINANCIAL CORPORATION
01.1998 - 01.2000
New Business Coordinator
SANWA BUSINESS CREDIT CORPORATION
01.1997 - 01.1998
Credit Analyst
MERRILL LYNCH BUSINESS FINANCIAL SERVICES, INC.
01.1995 - 01.1996
B.A. - Finance
New Mexico State University
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