-Managed all direct mail marketing channel efforts including: creative development, copywriting, vendor relations, response rate analysis, and process optimization-Crafted GTM strategy for a partnership with the SBA by conducting competitive market research and developing digital content-Created email marketing campaigns through Marketo for lead acquisition and customer retention-Collaborated with key Sales, BizOps, and PR stakeholders to rapidly develop and launch marketing materials for the 6-week launch of the Paycheck Protection Program

-Built strong relationships with small business owners by educating them about the financial market and learning about their business functionality and needs-Reviewed financial documents and credit worthiness alongside underwriters in order to understand the strengths, weaknesses and financial risk of applying businesses to communicate approvals back to the client-Effectively managed extensive client pipeline to move clients from application to funding in an average of 5-10 business days-Hit monthly personal and team goals, consistently averaging $2 million in loan origination per month-Selected as the sole Account Manager in charge of leading on the job sales training

-Evaluated and monitored risk for loan portfolio of $500,000: underwrote 100+ loan applications; oversaw collections for 60+ delinquent accounts-Coordinated operations for 8 key partners in city governments, nonprofits, and community organizations across the country, ensured clear communication and infrastructural support from HQ -Conducted a borrower survey to analyze the financial impact of a Kiva loan in growing small businesses