• Green coffee wholesaler and broker. Launched business from concept to brick and mortar; Co-manage business development strategy, sales, brokering, account acquisition and relationships with coffee roasters, cafes and other businesses. Co-manage inventory, green coffee distribution and sales.

• Lead the origination and funding of commercial loans exceeding $75,000, specializing in SBA 7a Small Loans, equipment financing, start-up loans, and CRE owner-occupied real estate.• Demonstrate a sales-driven approach as a Player-Coach, overseeing three senior loan officers while actively contributing to sales efforts.• Conduct performance evaluations to ensure adherence to lending policies and achievement of sales targets for a dynamic team.• Review and evaluate loan applications, assessing creditworthiness, financial documents, and collateral to make informed lending decisions in accordance with regulatory requirements and company guidelines.

• Lead the origination and funding of commercial loans exceeding $75,000, specializing in SBA 7a Small Loans, equipment financing, start-up loans, and CRE owner-occupied real estate. Started supervising duties in October of 2022.

• Managed loan portfolio of over 150 clients/businesses; responsible for originating and closing new loans to meet growth and company goals. Lead New Mexico lender on loans $20,000 - $100,000. Bilingual loan negotiations and closings; Managed Client Services Interns (team of 2-3)

Commercial / micro lender to small businesses. Responsible for originating and closing new loans to meet growth and company goals. Lead New Mexico lender on loans $1,000 - $20,000. Bilingual loan negotiations and closings; Managed Client Services Interns (team of 2-3)

• Managing proposal pipeline to ensure timely submission of all grants; lead writer on asks up to $1,000,000. Tracked implementation of grants by monitoring and reviewing submissions of quarterly, bi-annual, final, and financial and narrative reports; maintained compliance workbook to ensure timely submission of reports and that funds and outcomes were in-line with the terms of each grant agreement.In 2015 and 2016, helped raise over $7 million dollars (most in two year history for organization) and helped write a winning $2 million proposal, the largest to date for Accion. Managed (1) Advancement Intern.

• Duties include work with Lending and Advancement arms of organization. Lending duties include loan processing/assistance, business development, Salesforce input, client outreach/support and processing required documents. Advancement duties include donor outreach, foundation and prospect research, event planning, marketing and communications assistance, grant writing and professional writing/editing, and assisting on the compliance workbook / timely submission of reports to grant makers.

• Co-Management of the College Re-Engagement Program, College Access research, website updating and management, maintaining relationships with universities, colleges and students, facilitating partnerships and MOU drafting with new schools and other organizations, interviewing and event coordination. Liaison role included contact point for scholars and student success and provided resources and technical assistance to diverse groups of students across different institutions.