Jason Klotch

Experience

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  Salomon Smith Barney Holdings Inc.

  Jan 1994 - Jan 1996

  Analyst, Public Finance

  Drafted and coordinated responses for proposals, reviewed and revised legal contracts, structured and priced bond transactions, formulated custom marketing strategies for retail and institutional investors, and structured escrow portfolios to support 8 regional bankers for over $700 million par issuance.

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  Raymond James Financial Inc.

  Jan 1996 - Jan 2000

  VP, Co-Head of Structured Finance Group & Analytic Group

  Public finance investment banker working on over $2 billion in senior managed financing transactions. Presented derivative and structured financing marketing strategies and developed and conducted public finance training program including theory and quantitative analysis.- Created and implemented first Convertible Revenue Bonds structure for a $40 million financing.

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  HSBC

  Jan 2003 - Jan 2011

  Developed, launched and optimized cross-sell products and fee management initiatives by promoting and implementing cross functional projects. Managed sales and operations for outbound contact channel across two sites with responsibilities including hiring, training, sales strategy, incentives, reporting and productivity.- Launched pre-approved credit card referral program and grew to $2M/yr. and developed and implemented strategic plan to launch two new channels to achieve $5 million run rate. - Increased refinancing business by 730% to $2.5 million funded volume per month and expanded channel strategy across web servicing, email, mail, statements, inbound and outbound customer channels. Show less

  • AVP, Commercial Banking Strategy & Projects

    Jan 2009 - Jan 2011

  • VP, Senior Manager, Portfolio Management

    Jan 2006 - Jan 2009

  • Manager, Strategic Initiatives

    Jan 2003 - Jan 2006
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  Hyundai Capital America

  Jan 2011 - Jan 2012

  Associate Director, Team Lead, Business Strategy

  Hired and trained an internal consulting team to build a new corporate strategy function to provide strategy development, business intelligence, competitive analysis, benchmarking, research and enterprise project leadership.- Developed Canadian auto expansion strategy with $6 billion portfolio opportunity.- Introduced equity capital framework for balance sheet management and 5-year capacity planning.

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  CoreLogic

  Jan 2012 - Jan 2013

  Senior Director, Product Management

  Managed verification, fraud and auto dealer credit segments comprised of 18 products with $60 million in annual revenue contribution. Responsibilities included business owner for two IT platforms, creating product road map, sales training, product communications, channel management, pricing models and product proposals.

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  LoanMart

  Jan 2014 - Jan 2019

  SVP, Business Development / Head of Servicing and Collections

  Responsible for all strategy and operational management of all post origination servicing and collections activity including customer service, collections, repossession, asset liquidation, legal strategy and post charge-off recovery.- Implemented real-time modification eligibility display which decreased year-over-year exception rates by over 50% and increased commitment payments from 10% to 90%. - Implemented inbound team to reduce abandon rate and focus on early-stage collections efforts and reduced roll rates by 7%. - Designed bi-lingual IVR for skill-based call routing, reduce internal transfers, and process 15% of formerly agent processed payments. Show less

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  Santander Consumer USA Inc.

  Jan 2014 - Jan 2014

  SVP, Business Development

  Managed Uber “ride-share” commercial leasing program charged with increasing market penetration, product offerings and new market development. - Expanded from pilot to production by launching 10 new markets - Increased originations from $4 million to $130 million annual run rate (with trajectory for $360M)

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  TransUnion

  Jan 2019 - Jan 2024

  VP, Strategy and Planning - Diversified Markets

  Oversaw strategy, planning, market development and P&L for two lines of business (third-party collections and services) covering 11 industries, over 10,000 customers and $120M in annual revenue. Developed three-year plan and translated it into annual operating tactical plans to achieve revenue objectives. Managed acquisition marketing activities for $1.2M marketing budget, including marketing calendar development, automated campaigns introduction, drip campaigns, and OB calling campaigns. Conducted go-to-market (GTM) planning. Performed M&A due diligence for three acquisition targets. - Achieved 2023 plan by driving 30% growth in cross-sell revenue growth, focusing on growth markets,expanding prospecting and marketing mix, and launching new markets .- Developed and executed strategy to create sales specialization around legal services targeting specific practices and expanding into mass tort and large law resulting in 10% growth in both 2022 and 2023.- Recommended and coordinated four pricing increases for $1.5M increased revenue.- Built team to three directors, two senior analysts and one offshore analyst. Show less