Alex Stuart Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

In response to the pandemic, I pioneered the inception of the Quality Control and Project Manager role, fortifying our company's resilience and mitigating crucial operational vulnerabilities. Prior to this, my primary duties were managing our Processing and Closing department. Currently, I perform a dual-set of responsibilities, focusing on high-value add initiatives and projects for the company, while maintaining management involvement for the success of the Processing and Closing department. 🚀 I spearheaded the a thorough Target Operating Model analysis across all Chicago office departments, engineering the development of comprehensive internal and external departmental "playbooks" to amplify procedural clarity and bolster efficiency.🛡️ I achieved a substantial reduction in our company's risk exposure by proactively resolving loan exceptions within a $2 billion portfolio through the implementation of a strategic post-close management system.💼 Successfully oversaw and managed an average pipeline of 150+ active SBA and USDA transactions with a 20-person underwriting, packaging, and closing team.💰 Individually, I have successfully closed 265+ SBA loans totaling over $265 million with 45+ lenders nationwide.📑 Introducing and leading a pre-closing file review process and system, I drove a 50% reduction in critical loan file exceptions.✅ Partnering with closers and lenders, I delivered a 30% decrease in SBA declined deals, ultimately elevating project approval rates and reducing obstacles.🔧 I propelled operational efficiency by streamlining processes, reducing accounting workload, and cutting third-party vendor dependency by 57%.🤝 As an interim leader, I supervised and inspired a team of six portfolio management associates, overseeing portfolio modifications, and conducting data analytics across a $2 billion+ portfolio.

Chicago, Illinois, United States

I took the helm as a primary closer, navigating and closing over 150 SBA deals while orchestrating dynamic collaborations with over 30 lenders nationwide.⏱️ I spearheaded the streamlining of SBA approval and loan closing processes, ensuring consistently timely and successful deal execution. Surpassing industry standards by 20%, I managed an average pipeline of 25 deals with precision and finesse.🎓 I engineered a focused, hands-on training program, aimed at accelerating team preparedness and performance. This initiative slashed the standard learning curve for new hires from 6 to 3 months, igniting a culture of efficiency and excellence.💡 I enhanced industry comprehension by clarifying intricate business acquisitions and debt refinancing eligibility with the SBA. Contributing to the creation of case studies, I established nationwide precedents, shedding light on best practices and fostering a deeper understanding within the industry.🔄 Playing a pivotal role in the integration of essential external deliverables into SBA applications, I transformed the approval process, reducing the average SBA approval timeline by an impressive 15%.🤝 Distinguished as the key liaison for five major lender clients, I drove a remarkable surge in their deal volumes by 300%-1000%, fostering strong and enduring partnerships.

Chicago, Illinois, United States

As the Founder and Managing Member, I spearhead a real estate investment portfolio, leveraging keen market insights and financial acumen to drive growth and maximize returns, and ensuring a positive day-to-day environment for all tenants.📊 I regularly analyze rental market trends and assess property values, conducting ongoing financial evaluations to identify opportunities for increasing cash flow and optimizing investment performance.💼 I executed strategic measures to increase the average monthly cash flow from three owned rental units by 800%, demonstrating a knack for identifying and capitalizing on lucrative opportunities.🚀 I initiated and led comprehensive research efforts, envisioning and rolling out property improvement initiatives. These efforts have resulted in a 40% increase in property valuation to date, showcasing my ability to enhance asset value through strategic enhancements.💼 Additionally, I handled managing any conflicts that arise between tenants, as well as manage the company accounting and financial recordkeeping.

Birmingham, Al And San Francisco, Ca, United States

As an Associate in the LEAP Management Training Program, I gained invaluable experience through rotations in Commercial & Industrial Underwriting, Fintech, Product Development, and SBA Underwriting, as well as the Dale Carnegie: Skills for Success and High Impact Presentation course. These diverse rotations fostered a broad skill set and provided me with an in-depth perspective of the banking industry.🔄 I conducted a site viability analysis for a global credit card pilot program, leveraging data-driven insights to identify optimal locations for launch. Through meticulous analysis and strategic planning, I orchestrated a successful soft launch in targeted markets, contributing to the program's overall success.

Chicago, Illinois, United States

● Performed analysis of financial statements for Professional Employer Organizations and rated the PEOs relative to others in the industry● Quoted and issued workers' compensation insurance policies based on unique risk factors for each client

New Orleans, Louisiana, United States

● Created a full financial report and video on Crown Crafts stock● Forecasted ten years of operating, investing, and financing activities● Created a financial model by analyzing stock and past data

New Orleans, Louisiana, United States

● Worked with the start-ups Locally.com, Where Y'art, and Benefit● Created competitive analyses for each company● Performed market research for growth in Locally.com and Where Y'art● Analyzed business plans for each company and helped organize next steps for appropriate growth in the companies

Madrid, Spain

● Researched and created private equity databases of potential clients● Invited representatives of private equities to work with One to One● Operated the company's social media accounts● Translated contracts from Spanish to English● Led team of other interns in private equity research and research for candidates for mergers● Implemented a more efficient email and communication system by collaborating with the IT department

Northbrook, Illinois, United States

● Initiated a sorting system of client profiles that made it easier to find the relevant information for each client● Communicated with clients to confirm appointments and helped clear up any quandaries clients had

Bachelor’S Degree, Finance, General

BSM- Major in Finance with Entrepreneurial Specialization and Minor in Social Innovation and Social Entrepreneurship

Education record