Responsible for providing quality client service while servicing and/or liquidating loans, the Special Assets Associate coordinates critical communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA’s etc.), exercising discretion and judgement for the necessary decisions associated.• Exhibit a detailed understanding, application and adherence to intensive servicing and liquidation policies and procedures. Oversee and ensure policies and procedures are being followed in compliance with regulatory and company guidelines.• Keep complete, accurate and auditable electronic supporting documentation packages for all functions that you perform.• Effectively manage critical intensive servicing and liquidation relationships including bank clients, credit union clients, attorneys, and other third parties• Understanding of all SBA SOP and associated liquidation forms/packages.• Guide discussions with Lenders regarding options such as Workout Agreements, Forbearance Agreements, Deed-in-Lieu Agreements.• Conduct liquidation activities such as Auctions, Foreclosure, Pursuit of Personal GuarantorsWindsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.75 billion (as of December 31, 2020) for over 90 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.

Insperity, a trusted advisor to America’s best businesses for more than 25 years, provides an array of human resources and business solutions designed to help improve business performance. Serving more than 100,000 businesses with over 2 million employees, Insperity’s mission is to help businesses succeed so communities prosper. We provide a wide range of business performance solutions, enabling business owners to be more systematic and strategic about the role people play in the success of a company. Whether you have ten employees or 5,000, Insperity’s business solutions are tailored to helping you run your business more efficiently.

• Licensed Loan officer in Chicago, California and Indiana• Work with clients to identify their financial goals.• Strategize and develop loan scenarios that fit your clients’ goals.• Analyze applicants’ financial status, credit, and property evaluation to determine loan feasibility.• Adhere to all federal and state compliance guidelines relative to mortgage lending• Identify potential loan markets and develop referral networks to locate prospects for loans.

• Customer- centric, team oriented, charismatic, self-driven manager• Schedule and direct staff in daily work assignments to maximize productivity. At peak time staff consisted of 142 individuals.• Conduct daily and weekly departmental meetings to ensure organizational efficiency.• Optimize profits by controlling golf, swim, food, beverage and labor costs on a daily basis.• Continually monitor club and take appropriate action to ensure golf course maintenance, pool safety, food quality, house aesthetic and service standards were consistently met.• Efficiently resolve problems or concerns to the satisfaction of all 585 club members and their guests.• Directly report to a governing board of 12 individuals once a month to present the state of the club.• Responsible for budget administration, staff development, team leadership, revenue generation, customer service, vendor coordination, cost control, and membership advancement.

•Responsible for all food and beverage operations. Oversaw day to day operations of clubhouse, grounds department, golf course, pool and all club activities including budgeting, staffing, scheduling, marketing and planning, customer service, club maintenance. (585 Club Members).

Assisted clients with all phases of the account opening and funding process and endorsed company marketing initiatives and sales promotions• Provided retail clients with assistance on a macro level with their online brokerage accounts• Served as a liaison for non-customer facing OptionsHouse departments to provide a understanding and multifaceted client experience• Promoted OptionsHouse customer acquisition and retention through building customer rapport andconsistently providing a superior client experience• Effectively diffused sensitive customer situations resulting in amiable customer resolution. While providing Market knowledge and expertise to novice investors/traders.

Responsible for a variety of duties in prospecting sales of new and existing clients.Including inbound qualification and outbound campaigns. Utilize phone contacts to identify decision makers within targeted companies or vertical markets to enhance sales prospects. Maintain an up-to-date knowledge of assigned business segment products aswell as those services offered by competitors in order to highlight advantages for clients during assigned campaigns. Qualify potential opportunities by ensuring prospect matchesestablished qualifications in client profile, outline opportunities and benefits of pursuing relationship. Enter qualified leads into sales tracking system documenting customer statusincluding all pertinent information about that lead in a timely manner ensuring accuracy of information. Follow up with qualified leads from first contact to active assignment. Run online demonstations with clients providing more in depth knowledge of our products and platform.

Currently a consultant specializing in the virtual environment end of InterCall, an online meeting place companies can use to conduct business as well as providing streaming services. Generate new business leads by educating our existing clients on our virtual services.Run online steaming and Virtual Environment demos for C-level clients who are looking to cut business travel.Research and determine smart ways to corner the virtual market place. Consulting with other business partners who have an interest in our online meeting place.

As a sales associate at InterCall I helped maintain and grow business by managing existing accounts, setting appointments, and uncovering new opportunities in targeted businesses. Played an integral role in generating new business by establishing relationships with targeted customers. Helped support and manage the territory of New Jersey. Worked on a daily basis with Global Account Executives of New Jersey to help them find new business and grow their existing accounts. Used interpersonal skills at all times to develop and form new relationships with customers as well as prospective clients. Managed accounts and provided essential customer service. Performed analysis and research for perspective business. Handled logistics and unified communications of the New jersey Global Account Executives

Currently a club associate working as a bartender on the business side of Beverly Country Club, including tasks related to dining, and event operations.

Head coach of the team responsible for 15 players and specific operations related to the program. Worked to teach players the fundamentals of the game of basketball, while stressing work ethic and character.

Relayed market information to firm traders to ensure orders were filled.Checked and endorsed trades with Brokerage Houses to verify accuracy. Gained working knowledge of 5 year, 10 year, and 30 year bond options

Worked as radio intern for afternoon sports talk show. Providing research and helping to organize overall logistics of the show

Performed a number of tasks from establishing client relationships, maintaining client infrastructure through excel spreadsheets, to helping establish a department wide prospectus used in marketing the services of the Insurance Department.