Kyle Shapiro

Kyle Shapiro Email and Phone Number

Executive Relationship Manager - RM 3 @ SmartBiz
Fort Lauderdale, FL, US
Kyle Shapiro's Location
Tampa, Florida, United States, United States
Kyle Shapiro's Contact Details

Kyle Shapiro personal email

n/a
About Kyle Shapiro

High performing commercial credit analyst with experience in the SMB Lending, SBA 7(a), financial services, government administration and FinTech industries looking to apply and develop my expertise through commercial lending, portfolio management, financial forecasting, business development, credit underwriting and risk analysis. Currently working as an Senior Underwriter/Relationship Manager, Lending Operations at SmartBiz Loans.

Kyle Shapiro's Current Company Details
SmartBiz

Smartbiz

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Executive Relationship Manager - RM 3
Fort Lauderdale, FL, US
Website:
smartbizbank.com
Employees:
192
Kyle Shapiro Work Experience Details
  • Smartbiz
    Executive Relationship Manager - Rm 3
    Smartbiz
    Fort Lauderdale, Fl, Us
  • Smartbiz
    Senior Relationship Manager
    Smartbiz Apr 2024 - Present
    San Francisco, California, Us
  • Smartbiz
    Smb Underwriter/Relationship Manager (Lending Ops: Sba 7(A), Term Loans, Lines Of Credit)
    Smartbiz Jun 2022 - Apr 2024
    San Francisco, California, Us
  • U.S. Small Business Administration
    Commercial Credit Analyst - Eidl Loans
    U.S. Small Business Administration May 2020 - Jun 2022
    Washington, Dc, Us
    Originate, analyze, determine eligibility and structure SBA EIDL loan requests. Performed qualitative and quantitative due diligence to validate a borrower’s merit on SBA loan modifications up to $500,000 per client. Executed necessary credit and risk analysis while preparing full documentation supporting the analysis and finalized decisions on loan recommendations.Generated Cash Flow Analysis’s to determine client’s debt to income ratio in their portfolios (Debt Service Coverage Ratio). Spread and analyze company and personal financial statements, calculate repayment ability and prepare a written credit memo to be submitted to Loan Committee for approval.
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Oct 2017 - Dec 2018
    New York, Ny, Us
    Assisted analysts in research for preparing analytical reports, including asset allocations, manager searches, and performance monitoring as well as performed general day-to-day administrative duties.Collaborated with the firm in the organization of company files and collateral material using various data sorting and filtering features through Microsoft Excel and other software programs. Provided a wide range of operational support and customer service for the clients of the Graystone Consulting team.

Kyle Shapiro Skills

Development Economics Consulting Client Rapport Financial Needs Analysis Economics Customer Service Community Networking Financial Analysis Sales

Kyle Shapiro Education Details

  • University Of South Florida
    University Of South Florida
    Economics

Frequently Asked Questions about Kyle Shapiro

What company does Kyle Shapiro work for?

Kyle Shapiro works for Smartbiz

What is Kyle Shapiro's role at the current company?

Kyle Shapiro's current role is Executive Relationship Manager - RM 3.

What is Kyle Shapiro's email address?

Kyle Shapiro's email address is ky****@****sba.gov

What schools did Kyle Shapiro attend?

Kyle Shapiro attended University Of South Florida.

What skills is Kyle Shapiro known for?

Kyle Shapiro has skills like Development Economics, Consulting, Client Rapport, Financial Needs Analysis, Economics, Customer Service, Community Networking, Financial Analysis, Sales.

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