Rebecca Palazesi
Strategic, detail-driven project professional with 10+ years of experience
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About
Strategic, detail‑driven project professional with 10+ years of experience leading cross‑functional workflows, coordinating stakeholders, improving processes, and ensuring compliance across financial operations. Known for managing high‑volume, multi‑step projects, driving efficiency, and delivering award‑winning customer service. Brings a data‑driven approach supported by certifications in Business Analytics and Google Data Analytics.
Experience
Sales Support Specialist III at GreatAmerica Financial Services (2019-01 – Present)
- Interview clients to discover needs to offer personalized options to satisfy those needs while maximizing company profits
- Serving as a subject matter expert in multiple topics to train new and existing employees
- Member of the Salesforce Function Alignment team contributing best practices and new ideas using Salesforce
- Overseeing and handling an average of 75 contracts a month from post credit decision to funding
- Coordinate timelines, requirements, and deliverables across clients, sales teams, underwriting, and finance
- Providing monthly funding forecasts for the financial team
- Review all finance documents to ensure compliance with federal and state laws
- Exceeded annual quota and awarded Partner in Success award 3 years in a row
- Awarded Multiple WOW Awards for excellent customer service
Assistant Relationship Manager at Capital One Auto Finance (2015-04 – 2019-01)
- Identified a system flaw that resulted in significant cost savings, demonstrating strong analytical and PM problem‑solving skills
- Operated as the funding coordinator between funding the loans and the dealerships
- Interviewing customers to ensure accurate personal information is captured
- Specialized in helping dealers in structuring deals and educating clients on financial policies and procedures
- Developed strategic relationships with Area Sales Managers to drive results
- Handling an average of over 100 deals a month through the funding process
- Exceeded annual quota 3 years in a row
Vendor Transaction Manager at GreatAmerica Financial Services (2013-11 – 2015-04)
- Supported and grew high value accounts towards monthly quotas
- Partnered with sales to ensure all aspects of the relationship were healthy and profitable
- Oversaw all financial transactions from approval to funding for large opportunities
- Acted as the main point of contact for resolving project‑related issues, ensuring smooth execution
- Main point of contact to resolve any issues with the financial process or post approval
- Responsible for daily customer service-related tasks and events
- Exceeded annual quota 2 years in a row
- Awarded a WOW of the Year Award in 2014 for excellent customer service
Documentation Specialist at GreatAmerica Financial Services (2011-10 – 2013-11)
- Coordinated with customers to locate and organize all needed documentation for funding process
- Generated finance documents making sure they were accurate based on customer inputs
- Review signed agreement documents for accurate information and compliance with company policies before sending into funding
- Partnered with Vendor Transaction Managers to resolve any issues with the financial process or post approval
- Responsible for daily customer service-related tasks and events
Education
Bachelor of Business Administration in Finance – Kennesaw State University (2011-05)
