Hunter Secrest Email & Phone Number

Del Mar, California, United States

Del Mar, California, United States

*Previously First Choice Bank of CA (merger as of July 2021).

Oakland, 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.

Oakland

- 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

San 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

San 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

San 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

San 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

- 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

959 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

- 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

- Helped serve food to students- Operated the cash register - Counted cash and balanced accounts after each meal period.

Bachelor Of Science (B.S.), Business Administration - Finance And Accounting

Activities and Societies: Cal Poly Consulting Club. Cal Poly Investing Club. Leadership Summit Program.

High School, International Baccalaureate Program

Activities and Societies: Student Government. Honors Society. Future Problem Solvers of America (3rd place in state competition).