Executive Payment Solutions is a done for you bill pay, debt-management company. We provide a cost effective solution to many financial planners, mortgage brokers and accountants that want to help their clents get control of their finances without having to manage this aspect themselves. Our system have been developed to automate the bill pay, bill tracking, debt elimination system for all clients.  The EPS system helps multi-channel orginizations provide expanded product offerings with little investment or risk.  The EPS system helps with client retention and product diversification.  

Since inception we have,

• Saved our clients more than $80,000,000 in interest.
• Executed more than 620,000 payments for more than $225,000,000.
• Eliminated more than $30,000,000 in consumers debt.

President

Conceptualized and Initiated start up of company and its technological systems. Created systems and technology to integrate with client sales force and the actual implementation of the client stratigies. Acted as project manager and created website to report to client, manage clients payments, track and exacute payments and debt-elimination stragey. Concepitualized agent website to manage client portfolio. Successfully managed development team and coordinated technology also managed technology at Azure platform and provided basic knowledge.  

Training & Performance Management

• Created Policies and proceedures for client services team’s, directed report’s performance, ensured task completion as per standards & internal process, and timely processing of all client requests.
• Mentored and trained new as well as existing client service team, in various procedures, methodologies and company policies – ensuring uniformity of operations and error mitigation.
• Created m KPI’s and metrec to measure, guide and assess agents and clients success.

Financial Operations

• Outlined financial models, profitability projections and forecasting for all sales and marketing campagins.  Tracked performance against the forecasted model for any deviations and suggested promotions.
• Ensured software package delivery with the assistance of highly skilled developmental team.
• Developed and managed projections, budgeting and measurements.  To ensure company profitablity. 

Business Operations

• Directed overall operations of organization, with accountability, developed standards, implemented IT infrastructure and managed capital budget.
• Established & executed policy and procedures also Structured, managed the marketing and financial aspects for the entire company.
• Managed day to day operations and client satisfaction.
• Cordinated with B2B relationships and outsourced product providers, sales companies etc. 

Key Accomplishments

• Started company from zero to 500,000 in sales with 1500 active clients, 80 Million in savings, 225 million in payments, over 600,000 payments made successfully.
• Hired people, built processes, ensured client retention and focused on policies and procedures.
• Successfully managed about 5 million payments in a month with 1500 active client.
• Educated about 10,000 people on how to manage finaces and get out of debt.

Sample Education Material

• • 65 Week Email series samples  
  •  How to find money in your current spending plan
  •  Turn your life around and achieve your goals 

Other Experience

• • Anderson Solutions Group (2017 – Present)
  • Financial Insights Inc (1996-2021)
  • Executive Payment Solutions (2006 – 2021)
  • NO MORE Mortgage (1999 – 2008)
  • Total Debt Solutions (2002 – 2007)
  • Impact Networth (2004 – 2007)
  • Epic Financial (2006-2008)