Momentum Business Strategies is a profitable and established provider of business solutions headquartered in Somerville, MA. It serves mainly small to mid-sized businesses and home office markets as a full-service Development, Call Center and technology provider. Since 2002, Momentum has provided individuals and small business customers with affordable and reliable CRM web hosting, IT consulting and management, call center management, contract management, successful bid responses and outstanding advice and counsel. Momentum’s experience combined with the right technology help our clients succeed in their chosen markets.

• Successfully engineered, programmed, hosted and designed new cloud based CRM, quoting and policy generating system for 23 agent insurance agency;
• Author of 2009 Education Department PCA Collection response for small collection agency offeror;
• Turn around of a 60 FTE default prevention company through the evaluation of staff, processes, procedure, software and client relations. Created a standardized sales process and deployed automatic web based BPM/CRM software with a new sales team. Increased productivity of organization more than 42%, increased employee retention by 89% and reduced overhead by 33%;
• Consultant to Collection Agencies and call centers focused on communicating with customers;
• Team member responsible for the 2004 award of $20 M US Education Department collection contract for large business based in Canada;
• Led company into an increased market potential more than $15.5M within previously missed and/or ignored markets through redefining development processes;
• Advises client management teams on courses of action related to expansion, growth, space acquisition and markets to grow; and
• Provides sales, marketing and service analysis and development services as well as stabilizing internal control structure to further improve operational efficiencies

Held a key role on the senior management team; responsible for the client development and retention goals and budget as well as the operational development of a $17 million collection agency. Created, implemented, and improved the effectiveness of client recovery programs and performed market research to create and promote new product lines. Supervised the information technology department to ensure adequate LAN/WAN and telephone administration between four national offices.

• US Education Department IRS, Treasury-FMS and GSA Collection Contract Administrator
  Helped design, develop and implement all operational, sales and marketing core competencies from the date of incorporation;
• Chief Architect in the design and implementation of five different risk evaluation scoring matrices
  Key role in the management of portfolio risk of private and public student loan accounts for clients;
• Created new markets and leading services for specific government programs, products, services and sectors to meet the continuous changes made to regulations and federal legislation;
• Client and Industry spokesman and successfully negotiated a change in 20-year old federal regulation that prohibited collection agency access to $300M marketplace; and
• One of the key transition Directors after the sale of company to National Asset Management
  

Served as on-site consultant to clients for FFELP loan program and participated in the reauthorization of the Higher Education Act of 1965. Created and implemented tax collection, child support enforcement, guarantor collection and default prevention programs. Developed comprehensive quality control plans for each of the programs while keeping company well informed of all applicable new or updated federal, state, and local collection laws and regulations. Generated new market opportunities to meet the needs of thousands of lenders nationwide while generating more than $3M in revenue in 18 months.

Dictated the collections for numerous, federal, state, and private contracts while serving on the team to create a default prevention/early-out collection program prototype. Designed and deployed new collection infrastructure leading unprofitable medical collection division to a profitable status in eight months.