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Skills

  • Loan portfolio management
  • Project organization
  • Accounts payable/receivable
  • Excellent communication
  • Product ordering
  • Cross-functional team collaboration
  • Internal auditing
  • Pet charting information
  • Proficiency in cross-functional collaboration
  • Multi-Task Management

Work Experiences

  • Adjusted risk strategies.
  • Achieved a 70% reduction in onboarding time.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Achieved growth in client acquisition for 2019.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Acted as a liaison between clients and external lenders to ensure rapid funding approvals for complex transactions.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Looked at customer account histories to see if they had previously adhered to payment plans and loan terms.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Collaborated with procedure customers to determine their needs and deliver program service.

Summaries

  • Achieved a 26% increase in client business growth.
  • Accomplished Funding Specialist.
  • Among his accomplishments is the creation of a framework app for use in the program industry.
  • Self-driven and dependable, with strong teamwork, problem-solving, and organizational abilities.
  • Adhered diligently to compliance regulations.
  • Professional with 12 years of progressive experience in the field who is highly organized and detail-oriented.
  • Adept at monitoring loan portfolios.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • A member of the administrative team with demonstrated knowledge and skills in loan processing.

Accomplishments

  • Created
  • Acted as a primary point of contact between lenders and clients, facilitating the approval of Tableau funding packages valued at $3.
  • Consulted
  • Researched
  • Improved
  • Marketing: Implemented marketing strategies which resulted in category growth of customer base.
  • Exceeded performance targets by 84%, securing a personal contribution of over $16 in loan disbursements for high-priority clients.
  • Developed end-to-end process documentation for loan approvals, reducing ambiguity and enhancing team coordination across the business.
  • Collaborated with marketing and sales teams to identify new business opportunities, contributing to a Power BI portfolio expansion by 23%.
  • Developed

Affiliations

  • National Association of Social Workers
  • Financial and International Business Association (FIBA)
  • Certified Fund Specialist (CFS®)
  • National Association of Certified Credit Counselors (NACCC)
  • Risk Management Association (RMA)
  • Commercial Real Estate Finance Council (CREFC)
  • Freemason
  • Certified Regulatory Compliance Manager (CRCM) Certification
  • Commercial Finance Association (CFA)
  • Certified Financial Consultant (CFC) Designation

Certifications

  • RMA Credit Risk Certification from Risk Management Association
  • Certificate in Lending Compliance from Meridian
  • CompTIA Security+
  • Certified Treasury Professional (CTP)
  • Commercial Real Estate Loan Officer Certification from Lakeside Partners
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Commercial Loan Training Program certification by Northwind
  • First Aid/CPR Certified
  • Certified Asset Management Specialist (CAMS)
  • Certified Fraud Examiner (CFE) by the Association of Certified Fraud Examiners (ACFE)

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