Hunter Secrest work email
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Hunter Secrest personal email
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Highly-motivated finance professional with a demonstrated history of working in the financial services industry. Experienced in sales, lending/underwriting (commercial and SBA), financial planning and analysis, hedge fund operations, security pricing, relationship management, and accounting. Deep understanding of the FinTech lending space and ability to identify opportunities for further automation and efficiency. Constantly driven to develop new knowledge and skills. Specifically interested in the use of technology within the finance and lending space. Self-taught VBA and SQL coder. Other than underwriting, very interested in roles such as Implementation Manager, Process Engineer, and Project Management; particularly in the lending and technology industries.
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Vp / Senior Sba UnderwriterBank Of Southern California Dec 2021 - Dec 2022Del Mar, California, United States -
Vp / Senior Sba UnderwriterEnterprise Bank & Trust Jan 2021 - Dec 2021Del Mar, California, United States*Previously First Choice Bank of CA (merger as of July 2021). -
Sba Loan OfficerTmc Financing Jan 2020 - Jul 2020Oakland, California, United States- Provided accurate needs lists to Relationship Managers and clients to aid in collecting a full loan package.- Helped restructure the 504 application flow/process and increase efficiency to improve conversion of leads. - Directly assisted in the development of a new loan processing system for SBA PPP loans. -Worked with clients to collect PPP applications and process them in accordance with the SBA guidelines. - Coordinated a relationship with First Republic Bank to aid in financing their clients with PPP loans.- Ultimately financed over $100M in PPP loans across 1,500 customers. -
Avp / Relationship Credit ManagerCalifornia Bank Of Commerce Dec 2018 - Jan 2020Oakland- Analyzed credit and financial information (credit reports, tax returns, financials, projections)- Underwrote SBA 7(a) and express loans, as well as commercial term loans and lines of credit- Prepared clear and concise analysis identifying repayment sources, key risks, and mitigates. - Managed a loan portfolio, underwrote renewals/modifications, and handled loan monitoring- Worked with multiple teams to optimize Salesforce (nCino) to quickly underwrite of SBA loans- Assisted in forming the Bank’s current SBA credit policy and underwriting guidelines- Proactively mentored and supported less experienced RCMs, underwriters, and analysts -
Relationship ManagerSmartbiz. Sba Loans Made Easy. May 2017 - Dec 2018San Francisco- Managed a multi-million dollar portfolio of 40-50+ small to medium sized SBA 7(a) loans- Utilized software technology to streamline the underwriting of loans in accordance with SBA - Identified potential lending risks by reviewing, analyzing, and verifying numerous financial documents including tax returns, income statements, balance sheets, bank statements, and credit reports- Developed and maintained direct relations with small business owners, partners, and product teams- Consulted with the product development team to meet underwriting criteria, improve product offerings, and develop a new industry standard for SBA lending -
Profit/Loss AnalystThe Citco Group Of Companies Jun 2016 - May 2017San Francisco- Handled daily pricing, profit/loss reporting, and portfolio reconciliation for multiple hedge funds - Verified prices using valuation models, third-party pricing vendors, and broker quotes- Determined fund net asset value and delivered portfolio valuation reports each month- Tracked all trade confirmations and prepared weekly reports for entire office- Acted as the head of business solutions for Middle Office team in San Francisco - Developed a variety of automation tools and templates that increased productivity and lowered costs- Created a Security Pricer with VBA and SQL that improved a process used by ~60 clients globally -
Financal Planning AssociateLewis Financial Slo May 2015 - Jun 2016San Luis Obispo, California, United States- Assisted in updating and re balancing clients’ portfolios- Researched funds compatible with the current asset allocation model- Acted as the point contact between the advisers and clients- Managed relationships with internal and external wholesalers- Maintained calendar, website, financial logs, and client file system- Coordinated offsite marketing events and projects -
Accounting AssociateCalifornia Polytechnic State University Dec 2012 - Sep 2015San Luis Obispo, California Area- Created and processed travel/material reimbursement forms for students and faculty - Maintained, organized, and detailed backups and audit trail - Oversaw petty cash balance and processed all cash and check deposits - Ran monthly reports for Corporation Accounts and reconciled transactions - Reviewed payroll journal entries and verified accuracy for monthly budget - Compiled all backup for purchases made on department credit cards each month - Handled quarterly donor acknowledgement letters -
Certified Personal TrainerAmerican Council On Exercise (Ace Fitness) Jan 2014 - Aug 2015- American Council on Exercise (ACE) certification; recognized by all fitness facilities- Created well organized fitness plans tailored to the goals and preferences of each client- Established long term customer relationships through support, motivation, and trust -
Sales AssociateCal Poly San Luis Obispo Corporation May 2014 - Sep 2014959 Higuera Street, San Luis Obispo, Ca 93401- Assisted customers, organized merchandise, and designed marketing displays - Balanced accounts, forecasted daily sales, and performed store wide inventory reports -
WaiterPanera Bread Jul 2011 - Jan 2013- Provided a pleasant customer experience - Took orders and handled cash reconciliation - Made sandwiches, salads, soups, and other dishes - Washed dishes and maintained overall cleanliness in the cafe - Waited on and bused tables -
Food ServerBlair High School Jan 2011 - Jun 2012- Helped serve food to students- Operated the cash register - Counted cash and balanced accounts after each meal period.
Hunter Secrest Skills
Hunter Secrest Education Details
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Business Administration - Finance And Accounting -
Blair High SchoolInternational Baccalaureate Program
Frequently Asked Questions about Hunter Secrest
What is Hunter Secrest's role at the current company?
Hunter Secrest's current role is VP / Senior SBA Underwriter at Bank of Southern California.
What is Hunter Secrest's email address?
Hunter Secrest's email address is hs****@****ank.com
What schools did Hunter Secrest attend?
Hunter Secrest attended California Polytechnic State University-San Luis Obispo, Blair High School.
What are some of Hunter Secrest's interests?
Hunter Secrest has interest in Exercise, Economic Empowerment, Consulting, Nutrition, Investing, Education, Personal Training, Financial Advising, Science And Technology, Human Rights.
What skills is Hunter Secrest known for?
Hunter Secrest has skills like Microsoft Excel, Financial Analysis, Data Analysis, Microsoft Word, Teamwork, Interpersonal Skills, Small Business Lending, Public Speaking, Time Management, Powerpoint, Leadership, Underwriting.
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