 Hired as a member of the Executive Management team setting policy for the $30+ million family-owned company  Direct manager of the company’s Human Resource and Payroll Specialist until successfully moving the role out of Finance Oversee bi-weekly payroll of 135+ employees  Daily management of duties for six business office personnel including Human Resources, Accounts Payable, Accounts Receivable, and Accounting  Oversee income and sales tax preparation Successfully secured ERC funds for the company  Develop and apply for complex financing packages to meet the capital needs of expanding business  Prepare monthly financial statements and present recommendations to fellow Executive Managers  Work with legal counsel to handle complex employment law situations

 Act as second-in-command to the Executive Director in non-profit organization of 20+ employees  Actively involved in hiring, firing, annual reviews, guiding and cultivating employees’ careers with daily management of duties of loan personnel  Non-profit housing development including rehabilitation of low-income single-family homes  Manage construction projects including administration of funds from federal, state and local agencies  Write reports and complete multifaceted federal and community grant and loan applications  Analyze business plans, historical and projected financial statements and overall portfolio riskiness and present formal credit recommendations to Board of Directors of two separate non-profit entities (Dakota BUSINESS Finance Certified Development Company and South Eastern Development Foundation)  Develop complex financing packages to meet the capital needs of new and expanding businesses  Underwrite and package applications and close loans to ensure compliance with federal regulations  Prepare monthly agendas and written and oral presentations to Board of Directors  Service economic development and affordable housing loan portfolios in excess of $80 million  Present to boards, city councils, county commissions, business and community organizations  Prepare yearly budgets for Board of Director approval for two separate non-profit organizations  Conduct loan closings, site visits and loan portfolio maintenance for two non-profit entities  Work with legal counsel to prepare loan closing documents, disburse funds, and file appropriate instruments to perfect security interests in lien positions

 Acquired, managed and grew profitable relationships with medium to complex sized business customers with annual gross sales of $2-20MM  Ensured overall success and growth of portfolio by deepening relationships of existing customers and through constant acquisition of new customers  Proactively partnered with existing customers in order to fully understand their businesses, goals and challenges and effectively assess customer financial needs to deliver a variety of financial products and services to help customers succeed financially  Collaborated with bank management and credit officers to negotiate loan structure and collateral requirements while still meeting customer needs