Promoted to Vice President of Sales and Support, overseeing four distinct departments, while continuing to manage the administrative duties previously handled in my role as Director of Administration and Client Management.

• Coordinated with auditors for compliance matters and SSAE Reporting.• Responded to RFPs and compliance requests from potential lenders.• Managed client accounts and associated billing activities.• Regularly reviewed and cleaned up the ticketing system to prioritize development tasks.• Provided support for software products via telephone and ticketing software.• Conducted software sales through webinars and conference participation.• Hosted live webinar training… Show more • Coordinated with auditors for compliance matters and SSAE Reporting.• Responded to RFPs and compliance requests from potential lenders.• Managed client accounts and associated billing activities.• Regularly reviewed and cleaned up the ticketing system to prioritize development tasks.• Provided support for software products via telephone and ticketing software.• Conducted software sales through webinars and conference participation.• Hosted live webinar training sessions.• Developed marketing materials for conferences and email campaigns.• Created and maintained content for the company website.• Developed training materials for new lenders.• Identified feature enhancements and created software requirements for development.• Detected software defects and created defect tickets for resolution.• Performed quality assurance testing on defects and new features prior to software updates Show less

I assumed ownership of Anchor Commercial Services in June 2013, having managed the company since its inception in 1988. Over the course of more than 25 years, we provided software services to the SBA lending industry, achieving a user base of 79% of all Certified Development Companies (CDCs). My responsibilities encompassed programming, sales, support, administrative tasks, and managing a team of five.In January 2017, I merged Anchor Commercial Services with CDC Ventures, bringing along… Show more I assumed ownership of Anchor Commercial Services in June 2013, having managed the company since its inception in 1988. Over the course of more than 25 years, we provided software services to the SBA lending industry, achieving a user base of 79% of all Certified Development Companies (CDCs). My responsibilities encompassed programming, sales, support, administrative tasks, and managing a team of five.In January 2017, I merged Anchor Commercial Services with CDC Ventures, bringing along a user base of over 175 lenders. Show less

I have managed operations since its inception, overseeing all daily business tasks and initially designing and programming the original software system. As the system expanded, I transitioned to the role of Project Manager, handling sales, technical support, and training. Our commitment to exceptional customer service has been key to our success, enabling us to capture 79% of the Certified Development Company (CDC) industry as clients for our SBA documentation and servicing system, Loan… Show more I have managed operations since its inception, overseeing all daily business tasks and initially designing and programming the original software system. As the system expanded, I transitioned to the role of Project Manager, handling sales, technical support, and training. Our commitment to exceptional customer service has been key to our success, enabling us to capture 79% of the Certified Development Company (CDC) industry as clients for our SBA documentation and servicing system, Loan Management System (LMS). Show less

Worked with the Executive Producers to produce several musicals each year for youth theatre company. Responsibilities included obtaining the rights to plays, hiring of directors and staff, creation of materials for participation and contracts as needed. Created marketing materials and worked with the media on press releases. Implemented a multi-level system of volunteers to carry out the various duties from pre-planning to staged production. Worked directly with the director and was the… Show more Worked with the Executive Producers to produce several musicals each year for youth theatre company. Responsibilities included obtaining the rights to plays, hiring of directors and staff, creation of materials for participation and contracts as needed. Created marketing materials and worked with the media on press releases. Implemented a multi-level system of volunteers to carry out the various duties from pre-planning to staged production. Worked directly with the director and was the main communicator with all participants. Show less

Closing Document preparation, Loan Servicing, Human Resources, Accounting and Payroll. Company changed name to EDF Resource Capital