Katie Bowman Email & Phone Number

Appleton, Wi, Us

Madison, Wisconsin, Us

Collaborate with Lending Institutions and small business owners to structure, gather documentation, underwrite, prepare, and close loan applicationsKey Responsibilities:• Engage primarily with lenders and small business owners• Collect necessary financial information from small business owners to assess their financial condition• Gather other required documents for the application package• Review the business information and prepare a credit analysis determiningcreditworthiness and SBA program eligibility• Prepare loan write-ups and address any related questions or concerns• Finalize SBA application upon internal loan approval• Oversee the loan process from approval to closing and funding

Madison, Wisconsin, Us

Collaborate with banks and small business owners to structure, gather documentation, underwrite, prepare, and close loan applications.Key Responsibilities:• Engage primarily with lenders and small business owners• Collect necessary financial information from small business owners to assess their financial condition• Gather other required documents for the application package• Review the business information and prepare a credit analysis determiningcreditworthiness and SBA program eligibility• Prepare loan write-ups and address any related questions or concerns• Finalize SBA application upon internal loan approval• Oversee the loan process from approval to closing and funding

Madison, Wisconsin, Us

Collaborate with banks and small business owners to structure, gather documentation, underwrite, prepare, and close loan applications.

Madison, Wisconsin, Us

Collaborate with WBD loan officers to underwrite and prepare SBA 504 loan applications, as well as package SBA 7(a) loans, and assist in economic development alongside Wisconsin Chambers of Commerce. Work with the WBD Advantage Fund, a CDFI, that promotes economic development in undeserved markets by working with other CDFI's, Chambers of Commerce, and other economic development professionals.

Madison, Wisconsin, Us

Work with a WBD loan officer to underwrite and prepare SBA 504 loan applications.

I strived to ensure customers had an outstanding experience. From my friendly and welcoming personality to my ability to handle inquiries and concerns in a timely and efficient manner!

Promoted to Bar Manager in 2013. As Bar Manager had overall responsibility for opening the business daily during State Fair. Responsible for staff oversight and troubleshooting of issues that arise in a fast paced environment. Coordination with Fire department, health department and facilities staff. Key Highlights•Ability to work with little supervision due to owner being unavailable•Ensuring that guests are warmly welcomed in the bar and that orders are taken efficiently •Able to work quickly and efficiently whilst meeting the highest standards of presentation and attention to detail •Making sure that all Food and Beverages are served to the highest standards of presentation •Politely acknowledging, advising and informing guests waiting at the bar for a table •Strong knowledge of Bar products and familiar with product offerings i.e. the menu and various beverages available •Able to quickly and confidently communicate with guests to establish their needs

New Berlin, Wisconsin, Us

Worked with youth in the Milwaukee Community to teach core values such as caring, honesty, respect, responsibility, and teamwork. Taught young people to become better athletes, as well as better people.Assistant teacher for the 2 year old Pre-School class, working with crafts, gym time, recognizing colors and shapes through a creative curriculum.

Milwaukee, Wi, Us

Worked with youth in the Milwaukee Community to teach core values such as caring, honesty, respect, responsibility, and teamwork. Taught young people to become better athletes, as well as better people.Assisted two teachers with the 2 year old Pre-School class with crafts, gym time, and recognizing colors and shapes.

Bachelor Of Business Administration (Bba), Finance

Education record