Researched legislative priorities for congressional meetings, enhancing advocacy efforts.Developed a community landscape analysis survey for the Bertie County Behavioral Health Network coalition.Organized and facilitated a diabetes workshop for seniors at the Bertie County Council on Aging.

Assisted principal researcher and research partner with data collection and interpretation to increase precision and accuracy of test results for 10 study participants through surveys and qualitative interviews.Transcribed qualitative interviews audio recordings via Rev to Word documents for the purpose of coding and categorizing the participant responses in NVivo.

Liaised with team to research and develop North Carolina County Resource Guides, supporting public health initiatives.

Managed the deployment of a $200M national loan fund and a direct venture capital loan fund created to expand small-business lending across the United States through indirect lending via loan participations, leveraging over $1B in commercial loans.Developed and managed relationships with CDFIs within a seventeen (17) state footprint, which included direct management of the statewide small business and credit initiative (SBCI).Streamlined the loan and credit administration processes by 45%, enhancing operational efficiency.Led the design and promotion of small business lending programs through more than 60 community banks and CDFIs while aiding with critical analyses and financial projections, securing over $120 million in federal awards.Provided direct guidance for the National Treasury development and implementation of the current State Small Business Credit Initiative grant cycle via President Biden's relief package as one of the country's top performing SSBCI programs.

Managed the merged legacy branches of Generations, ensuring compliance and accuracy in financial reporting, operations, and audit conformity.Increased membership by 10% and member deposits by over 20% for legacy Generations branches through targeted training and development via needs analysis. Oversaw opening of a successful de novo branch in Rocky Mount and led the remodeling project effort of the Windsor branch to minimize the risk of future flooding.Assisted eligible business owners during the COVID-19 pandemic with securing over $2.75 million in Payment Protection Program (PPP) loans, Economic Injury Disaster Loans (EIDL), and other grant programs.Overhauled and revamped our Assistive Technology loan program, increasing loan closures by over 80%. Wrote and successfully secured a $30k grant from a partner organization to raise awareness of disabilities rights and assistive technology resources available.Developed and implemented strategies to attract mission-aligned deposits directly from socially responsible investors.

Devised and implemented innovative marketing strategies and promotional sales events to further support financial growth which yielded 25% consumer lending growth.Developed partnership with an electric utility company in one of our primary service areas and an energy nonprofit to create an energy efficiency loan loss reserve program for on-bill financing, which is the first program of its kind in NC.Raised over $5.0 million in funding for technological improvements, general operating expenses, and secondary capital over the course of two (2) years.Oversaw operations and accounting functions, including ACH and ACH Origination process, Share Drafts, ATM/Debit Cards, financial reports, data analyses shock analysis, call reports.

Directed the Church's accounting and reporting operations, including maintaining its accounting systems, establishing internal financial controls, and preparing financial reports.Investigated cost-effective benefit plans and other fringe benefits by applying lean measures, which reduced operating expenses by more than 10% of the annual budget.Oversaw A/P, A/R, preparation of $2 million budget, and bi-weekly payroll processing.Introduced business process improvements that enhanced A/P functions, established common vendor files, eliminated duplication and reduced monthly processing time by 50%.

Planned, identified, reviewed, and audited nearly 1,000 consumer loan files for compliance and presented audit findings & recommendations to the Board and management.Ensured loan documents, lending policies and practices, and collection practices conformed to internal loan policies and external regulatory and statutory compliance requirements.

Owned the revenue cycle including review of international and large enterprise client contracts to determine appropriate revenue recognition, development and support of pricing schemes including defining requirements for the billing system, accurate client invoicing to over 2000 customers, and compliance with company and regulatory revenue recognition requirements.Administered software revenue recognition guidance to cross functional departments (Legal, Sales, Customer Account Managers, MIS) to initiate and maintain customer billing.Managed the credit card and BACS collection process for all currencies (USD, AUD, GBP, EUR) and increased efficiency by decreasing batch processing by 25%.Planned and performed complex cash management analysis.

Taught business and accounting courses, including managerial (cost) accounting, financial accounting, individual taxation, and business finance.Developed lesson plans, graded assignments, and provided academic support.Assessed and evaluated student performance.

Processed, analyzed and reconciled monthly close process.Analyzed financial variances between actual, prior month(s), and budget using CUPRO.Prepared financial projections and Asset Liability Management reports.

Oversaw operations of $14M credit union, including 2 branches and the main office, and was responsible for overall vision and direction of credit union along with staffing, workflow, daily operational controls, security, delivery, and business development activities. Devised loan growth plan and grew credit union from $9M to $14M by implementing aggressive mortgage and small business lending campaign in two years.Developed loan collection strategy plan and decreased overall loan delinquency ratio from over 14% to less than 2% in two years.Managed Lines of Credit, A/P, A/R, ACH process, wire transfers, and prepared Form 990.Audited loan portfolio and adjusted ARM loans, provided financial counseling to members and was responsible for cash management and forecasting.