Tapped by the firm’s CEO to create, design, and deploy a loan origination platform for an $810M national portfolio with a primary risk appetite for 7a, Express Line of Credit, and 504 programs. Drove all department synergies and systems to build a ground-up department to include the formation of policies/procedures, architecting staffing plans, developing training content, and facilitating professional development activities. Serve as a trusted advisor to the branch president on critical changes in the competitive landscape, marketplace, and external business environments that may impact portfolio performance. Source and lead opportunity pursuits to strengthen existing relationships by providing value-added business solutions.Orchestrate multiple teams of skilled and specialized personnel across the US focused on supporting production origination, administration, construction, and loan documentation management.Held full accountability for coordinating, facilitating, and executing all culture, legal, and compliance training sessions to evolve business lines to the desired state of workforce wellness. Optimize growth by ensuring comprehensive SBA eligibility oversight has occurred at every level utilizing the Preferred Lender Program (PLP) authorization. Transform independent contributors into successful, well-trained, self-directed, motivated, entrepreneurial leaders skilled in navigating a global platform.Lead the development of dynamic and groundbreaking learning solutions to steer the business and talent forward by designing programs that grow leadership capabilities for sustainable success.Establish organizational effectiveness standards to include the creation of competency models, success profiles, coaching frameworks, succession planning, and performance review criteria.

Recruited by the Director of the SBA Division to lead and manage a regional production center with a $900M production volume with 5 direct reports and 75+ indirect reports. Embedded a permanent and consistent connection of key team success factors into business results from a well-rounded performance management perspective. Interpreted regional trends to link results into division-wide operational decisions and functional processes that enhanced the effectiveness of leadership and staff engagement. Created a culture supportive of personnel by fostering individual motivation, a team-oriented environment, and high levels of production accountability. Served as a change agent by partnering with leadership to objectively analyze the organization’s ability to absorb change and ensuring that change occurred at the correct level and the correct time to allow top-down, centralized transformation.Utilized core concepts of information sharing, participation, and collaboration to lead an effort of building internal infrastructures essential in promoting equity, opportunity, and professional development.Facilitated monthly impact planning sessions to continually assess, measure, and monitor employee engagement data and transition results into actionable insights that improved employee experience and increased retention.Designed and delivered leadership development programs that supported the internal pipeline of talent for both current and emerging leaders.Kept current on bank policies, underwriting guidelines, best practices, and divisional trends to translate findings into clear and concise training content and materials.

Hand-selected to assume leadership over a recently acquired banking hub in Charlotte, NC to support and facilitate the reduction of risk to assets by coaching and training staff on eligibility vs. credit analysis, decision-making, and the documentation requirements of acceptable credit practices. Pulled together group learning sessions related to the sophisticated handling of government-guaranteed loans, appraisal analysis, client engagement, and approval processes for loans falling outside of assigned staff authority. Monitored workflows for quality loan administration and the timely handling and completion of documentation by ensuring quality assurance controls were in place to maintain bank and regulatory compliance standards.Owned the operational elements of learning delivery to drive an engaged workforce by validating tools meant to measure employee productivity, performance, and engagement. Defined an enterprise-wide talent progression and succession programs to enable the ability to build internal bench strengths and support a culture of inner growth.

Heavily relied upon to review asset quality and make recommendations in structuring loans aligned with acceptable levels of risk. Managed all phases of high-valued loan processing, serving as a control point during due diligence collection and closing. Review credit and collateral conditions to perfect and maintain compliance with loan agreements, covenants, and requirements. Served as an informational resource to junior-level staff to ensure the team is fully engaged and poised to exceed performance expectations. Formed an efficient lead generation process for teams to follow when qualifying new business to maintain an ongoing pipeline of referrals and customer prospects for the sales staff.