Rebecca Palazesi

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.

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

Bachelor of Business Administration in Finance – Kennesaw State University (2011-05)