Frank Lim Email & Phone Number

Sba Headquarters - Washington, D.C.

Performance Management Analyst under the Office of Performance & Systems Management (OPSM) within the Office of Capital Access (OCA) for the U.S. Small Business Administration. As a Contracting Officer's Representative (COR), Frank serves as a contract administrator for major SBA loan programs. He plans, organizes, and directs the activities on contracts for the Agency; ensuring data and systems integration comply with legal and regulatory requirements.Mr. Lim accepts, amends, or rejects work presented by the contractor. He performs self-inspection and surveillance regarding contractor performance and ensures complete and quality resolution as defined within the scope of work for Federal Government contracts. Frank coordinates with internal and external offices, individuals, contractors, associations, lenders and vendors to successfully accomplish and evaluate the maintenance, development, and improvements toward legacy, new and proposed financial loan systems and databases handled by the contractor. As the appraiser of contractor work performance, Frank ensures consistency and reliability in contractor work deliverables and sevices to the Agency. Mr. Lim encourages contractor work performance improvements through innovation, including continuous process improvements and recommendation in develpmental needs to enhance performance. He promotes an environment in which the contractor is empowered to participate in and contribute to effective mission accomplishments serving U.S. small businesses.

Sba Headquarters - Washington, D.C.

As Financial Analyst under the Secondary Markets Division within the Office of Capital Access for the U.S. Small Business Administration (SBA), Mr. Lim was responsible for matters relating to the formulation, development and implementation of federal regulatory policy initiatives and procedural guidelines for the Secondary Market Guaranty (SMG) Program. Mr. Lim determined courses of action to improve existing program administration and assuring its continuance at a high-level of efficiency and effectiveness. His data analytics and financial reports supported overall conclusions to formulate the basis for new policy initiatives, procedures and systems that applied program wide.His role as Financial Analyst was to monitor Secondary Market pooling and securitization activity involving SBA Guaranteed loans derived from both SBA 7(a) and CDC/504 programs. Frank was responsible for managing complex data sets in order to develop analytic tools, reports and analyses which identified trends and risk exposures to the Agency. He investigated and created new standardized applications in computer-based technology which applied toward day-to-day programmatic administration and operational efficacies.Furthermore, he also coordinated and liaised with other program offices within SBA on intra-agency policies and procedures, and with other federal agencies regarding interagency operating agreements affecting the SMG Program and the 7(a) Fiscal and Transfer Agent program. Frank analyzed and evaluated overall credit management operations and identified areas for improvement by recommending and developing process improvements to systems, tools and practices.

Washington D.C. Metro Area

As Portfolio Management and Loan Monitoring Lead for the Bond Guarantee (BG) Program, Mr. Lim administered and monitored the programmatic portfolio performance by analyzing and reporting on financial metrics, trends, agency-level risk exposures and collateral management efforts. Mr. Lim oversaw and directed support personnel in managing the oversight of the Master Servicer/Trustee, Qualified Bond Issuers and borrowers under the BG Program, which included, but were not limited to the following: a) eligibility and reporting requirements; b) communication with and coordination among program participants; c) outreach and training; d) due diligence and enforcement; and e) new policy considerations and guidelines. He reviewed financial metrics, information reporting and financial covenant requirements, trends, and reports involving lender and borrower risks to the agency. He lead the effort in ensuring the Agency’s due diligence standards were maintained by reviewing and evaluating the financial health and overall performance of borrowing entities. He monitored the BG Program at the Portfolio level, Bond Loan level and Secondary Loan (collateral) level to ensure participants and recipients of Federal Credit adhered to terms and conditions set forth in applicable loan and servicing agreements. Frank conducted collateral surveillance, which included collateral eligibility, asset valuation, and compliance with respect to programmatic secondary loan requirements. His role also included reporting on the financial standing of borrowing entities and designating status updates (e.g., watchlist) based upon their overall condition. He reported and briefed high ranking officials within the Department of the Treasury, other Federal agencies, third-party auditors, the Credit Review Board, and OMB regarding portfolio status updates, policy initiatives and decisions, and current and potential emerging risks to the agency.

Herndon, Va

Vienna, Va