James Jensen

Results-driven finance professional with a strong foundation in credit products, operations, and data management. Experienced in both traditional and alternative business financing including asset-backed term loans, DSCR loans, lines of credit, HELOCs and unsecured cash advances. Proven success as both a finance broker and operations manager, with hands-on experience optimizing high-volume lead acquisition systems, streamlining underwriting workflows, and coordinating cross-functional teams in a fast-paced financial environment.

Skilled in leveraging tools like Zoho, Close, LendSaas, and Zapier while implementing AI to improve process efficiency, and securing key partnerships to drive revenue growth. Adept at combining analytical thinking with front line client interaction, seeking to further expand into analytical or asset management roles within the credit and finance space.

Operations Manager at MoCap Financial Group (2026-02 – 2026-05)

• Built weekly ops reviews across sales, underwriting, and leadership, aligning queue priorities and escalation paths to reduce bottlenecks and keep funding decisions moving.
• Managed the submission, tracking and outstanding items of over 600 deals that generated over $30,000,000 in secured and unsecured funding and $250,000 in revenue and commissions.
• Created efficient, repeatable workflows for deal intake, processing, submission and follow-up.
• Served as operational point of contact for internal brokerage team along with external funding partners.
• Oversaw the implementation of a standard operating procedure along with a full tech stack to maximize deal flow and other revenue generating fields.

Operations Manager at CapitalTwo (2025-04 – 2026-01)

• Managed day-to-day operational functions and cross coordination of sales, underwriting, management team and outside tech teams to minimize downtime.
• Streamlined back-office operations, while tactically leveraging AI to quickly and efficiently decline submissions, cutting average approval time down 67%.
• Implemented performance metrics and reporting dashboards to monitor portfolio and sales performance.
• Secured and maintained over 20 strategic partnerships to broker deals and expand market reach.
• Established and nurtured multiple ISO (Independent Sales Organization) relationships, significantly boosting deal submissions and accelerating revenue growth.
• Managed end-to-end lead acquisition and tracking in Zoho CRM, processing 10,000+ leads monthly with a strong focus on data accuracy, timely distribution, and zero error tolerance.

Finance Broker at Creative Capital Solutions (2024-02 – 2025-04)

• Maintained comprehensive knowledge of financial markets, investment products, and industry trends to provide informed guidance and recommendations to clients.
• Facilitated seamless communication and negotiation between over 90 private vendors and investment firms, orchestrating the exchange of financial deals and investment opportunities.
• Successfully sourced and cultivated new client relationships within the finance sector, demonstrating a keen ability to identify client needs and financial requirements.
• Assisted 30+ SME's across various industries in securing over $1.5 million in unsecured financing achieving a 0% default rate.
• Consistently punctual and maintained a strong attendance record, demonstrating reliability and dedication to meeting workplace needs.

B.S. in Economics – University of Syracuse (2023)