Bobby Soper
Director @ ProfitGuard, a WTW Service
About
ProfitGuard is a credit ratings firm specializing in the metals industry. We help clients proactively manage accounts receivables and set appropriate credit limits through extensive credit research, analysis, and monitoring.
United States
Detroit Metropolitan Area
Financial Services
Financial Modeling, Sales Management, Team Leadership, Financial Accounting, Corporate Finance, Presentation Skills, Organization Skills, Teamwork, Account Management, Financial Statements, Collaborative Problem Solving, Time Management, Customer Support, Data Analysis, Data Management, Accounting, Spreadsheets, Customer Relationship Management (CRM), Critical Thinking, Customer Service Management
Experience
Director
ProfitGuard, a WTW Service
Southfield, MI
Associate Director
ProfitGuard, a WTW Service
Southfield, MI
Vice President & Director
ProfitGuard, a WTW Service
Bingham Farms, MI
-Oversee daily operations at ProfitGuard to ensure seamless business continuity and operational efficiency. -Manage strategic client relationships and guide staff in achieving exceptional client retention and satisfaction goals. -Ensure exceptional customer service by fostering a culture of excellence across all client interactions and touchpoints.
Vice President & Senior Financial Analyst II
ProfitGuard, a WTW Service
Bingham Farms, MI
-Boosted analyst productivity by setting individual performance goals and implementing performance tracking measures. -Directed the development of a new platform for client credit information access. -Managed quality control initiatives for the risk rating process, ensuring meticulous attention to detail and alignment with underwriting guidelines for accurate risk assessments. -Actively participated in the credit committee, reviewing key credit decision and ensuring sound risk management practices.
Senior Financial Analyst II
ProfitGuard, a WTW Service
Bingham Farms, MI
-Conduct in-depth credit assessments, including drafting credit opinions, assigning risk ratings, and making informed credit decisions within assigned authority limits. -Strengthen client relationships through retention-focused activities, ensuring long-term satisfaction and engagement. -Manage an assigned credit alert portfolio, proactively addressing potential risks and maintaining portfolio health. -Perform ad-hoc research and provide responsive customer service to meet client needs and support business objectives.
Senior Financial Analyst
ProfitGuard, a WTW Service
Bingham Farms, MI
Financial Analyst
ProfitGuard, a WTW Service
Bingham Farms, MI
Junior Credit Analyst
ProfitGuard, a WTW Service
Bingham Farms, MI
Education
Oakland University
Finance
Wayne State University
Finance
Bobby Soper's Contact Information
Phone
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