• Collaborated in a joint migration (Wells Fargo Bank and Guidehouse) of the Small Business Administration’s 7a loan program systems and databases from legacy Colson Services secured servers to modernized SBA secured servers.• Managed 15 individual team members by conducting monthly one-on-ones to discuss growth, areas of improvement, and future development.• Conducted group interviews with all levels of client business employee base to obtain accurate pictures of current business management change requirements.• Performed quantitative and qualitative analysis to evaluate and diagnose business and management decisions across public, government, and private sectors.• Recommended business solutions and modernization solutions for continued systems and database migration.• Implemented solutions to improve business efficiency, performance, cost control, and professionalization of employee base.• Researched and submitted proposals with partnering contacts/firms to create new opportunities to expand business and revenue.

• Requirements gathering, analysis and documentation for the Office of Compliances PLAIR and Import Inquiries systems leading workshops, web meetings, and sprint reviews.• Built Appian frameworks for the client to better understand the business process being built to ensure the correct process and optimizations are being implemented. • Completed testing of newly implemented business systems to ensure client delivery is accurate.

• Oversaw a joint migration (Wells Fargo Bank and Guidehouse) of the Small Business Administration’s First Mortgage Loan Pooling (FMLP) systems and databases from Wells Fargo secured servers to SBA secured servers.• Conducted monthly one on one meetings with direct reports to review career development as well as monthly production statistics for improvement on their respective tasks and duties. • Designed numerous automated validation models in Microsoft Excel to analyze cash flow at both a loan level and investor pool level to ensure data integrity as well as increase efficiency for cyclical processing of FMLP portfolio. • Conducted detailed analysis of the surplus balances from over 6 years of data in 504 and FMLP bank accounts to ensure the business is able to reconcile the funds held within each account.• Completed detailed analysis of FMLP tables to over 900 records stored within the WF payment verification system to reconcile incorrect ending balances listed for specific FMLP pools.• Analyzed remaining FMLP loans identified to LIBOR rates due to the ongoing transition from LIBOR for interest rate changes with FMLP Lenders. • Verified FMLP SEC related inquiries daily to ensure project compliance and reduce risk of incorrect responses or training from FMLP analysts.• Performed FMLP tax analysis process by validating thousands of payment records to ensure all 1098, 1099INT, 1099B, and 1099MISC tax files were executed and sent accurately for FMLP borrowers and participants.• Conducted final review and analysis of team members’ work to ensure accuracy and compliance with departmental protocols as well as governing documents and legal guidelines. • Collaborated with IT department to streamline and automate manual processes to increase accuracy and efficiency. • Directly trained analysts who assisted in the servicing and processing of the portfolio. Provided technical training on both proprietary software and MS Office products.

• Executed all aspects of loan accounting, reporting responsibilities, reconciliation work, default assessments, master servicing aspects, and cash management for the loan level collateral processing of structured SBA FMLP Loan transactions.• Conducted a detailed analysis of historical cash flows and financial statement reporting to investors, lenders, and pool originators and made corrections to payout statements from prior servicer data. Reconciled over thousands of inaccurate internal data points resulting in over $100,000 of net cash adjustments to key FMLP program participants.• Reconciled daily cash movements, reviewed transaction activity, communicated correction information to servicers, evaluated servicer performance, and ensured compliance with stated agreements.• Served as primary customer relations contact to report updates to program participants, issue claims/refunds, and resolve customer inquiries.• Created SOPs for departmental processes, including monthly processing, data validation, payment posting, and tax reporting. • Directly trained analysts who assisted in the servicing and processing of the portfolio. Provided technical training on both proprietary software and MS Office products. • Constructed a new robust cash reconciliation system to determine if there are any discrepancies in cash flow in to SBA FMLP accounts and out of SBA FMLP accounts.• Assessed and resolved outstanding funds held in SBA FMLP accounts to adhere to Escheatment regulations for compliance and facilitate further risk.

• Identified clients and prospective clients in need of investment guidance and then recommended investment solutions appropriate for each individual.• Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.• Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.• Attended meetings seminars and programs, learned about new products and services, learned new skills to be more efficient.• Expanded insurance coverage into multiple markets across the state and country.• Contacted potential clients by telephone in order to secure appointments and maintain great rapport with customers.• Prepared and delivered presentations to large groups and company employees for group health plans.• Worked with agents to optimize sales scripts and utilize multiple techniques to target individuals.• Developed packaged deals for customers that are willing to utilize company for home, auto and life policies.• Reviewed policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.• Worked with clients to fill out and file insurance claims ensuring that clients get rapid approval, maintaining superb customer service.