Financial Services Group

• Managing and expanding $25 million credit portfolio of Real Estate secured, Construction and Industrial, Letters of Credit, and Tax-exempt bond structuring credit facilities• Facilitating multiple simultaneous client deal flows from prospecting through documentation generation and agreement closing• Top-performing branch for Payroll Protection Program generating 306 new loans, 206 new clients, and $42 million in new loans outstanding, in span of 3 weeks; additionally, built Bank-wide model to track client process and all statistical analyses• Creating financial analyses including but not limited to historical financial statement analysis, cash flow statements, trading asset analysis, and global net worth statement

• Assisted in management of $500 million credit portfolio with tasks including analysis of financial statements, creation of credit memorandums, credit documentation generation, and loan execution. • Underwrote comprehensive and impactful lending solutions for a wide variety of clients with diverse lending needs including: CRE Lending, CDC/SBA 504, construction financing, and Tax-Exempt Bond structuring

• Executed multiple roles and functions within the retail/operational department of the bank including client transactions, personal/business account management, managerial/back office reports, and client and staff management. • Built numerous Excel models for specific internal/external solutions including asset pricing, accounting forensics, and Monte Carlo analysis

• Created important, financial life solutions for a diverse clientele with a variety of simple and complex financial instruments including: IRA’s, Brokerage, Insurance, Annuities, Equity Instruments, Fixed Income, and Option Accounts• Attained Series 7 and 66 and generated $1 million worth of assets under management

• Helped Director of Finance with monthly close activities; organize, interpret and allocate 250-line item expenses to the general ledger for detailed spending review. • Assisted CFO in creating overall budget analysis utilizing Excel functions including Pivot Tables, Vlookup, Ifs, Sumifs, and Correlations

· Created and implemented a tutoring plan for numerous athletes in a range of subjects from business courses to biological sciences· Responsible for content mastery and ability to convey content to appointed athlete

· Responsible for internal and external marketing campaigns of Campus Recreation, including monthly newsletters, online advertisements, social media posts, magazine articles, and promotional videos· Developed and implemented numerous marketing plans for each individual program within the organization to maximize overall exposure for both students and members within the community

Marketing and sales representative for the DirecTV NFL Sunday ticket product and responsible for direct sales efforts on Arizona campus.Created 6-week marketing plan, coordinated publicity events, and executed strategy that resulted in highest sales in the local market and 14th in the Nation.Marketed and spoke publicly to large organizations regularly about NFL Sunday Ticket package

Contributed to marketing and promotion efforts across campus by participating in organized events and direct marketing to students.Supported operations through lease generation, guiding family tours of facility, and processing lease paperwork

Performed general office duties for provider of medical evaluation and review services.Responsibilities included management of patient schedule and medical/legal records, facilitation of patient inquiries and physician responses, and general accounting and paperwork processing.

Led and supervised team responsible for demolition and restoration of office space in downtown Sacramento.Coordinated various installation teams, managed project schedule and deadlines, and performed demolition.