As Senior Portfolio Manager, I will support Middle Market Commercial Banking team. I am a point of contact for client relations and interaction, and analyze financial statements.

As Vice President of Portfolio Management at Windsor Advantage, I am responsible for leading a team of 7 employees across functions such as loan sales, data analytics, loan modifications, multi-draw construction monitoring, among others.Key Achievements:- Developed data analytics system to assess health of lender partners loan portfolio using proprietary SBA credit scoring metrics.- Built out target operating model for modifications of loans used across entire lender portfolio of 100+ banks and credit unions across the country.- Coordinated over 15 different government audits of our lending partners with no significant findings.

- Manager of Portfolio Management Department within Windsor Advantage. - Duties include Portfolio Analytics, Monitoring and Modifications to existing loans in Windsor's portfolio, and Watchlist Management. - Oversees a portfolio in excess of $1.8 billion (as of December 31, 2020) for over 100 lenders nationwide. Windsor Advantage provides lenders including banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.8 billion (as of December 31, 2020) for over 100 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.

As associate at Windsor Advantage, I coordinated with the senior management to maintain client relations by monitoring client satisfaction metrics and evaluating project progress reports. I also processed up to 20 loan applications at a time averaging a new closing every week.

• Assisted with all aspects of equity research• Organized and streamlined equity dividend file• Reorganized entire client billing system• Wrote summary reports on numerous quarterly earnings reports

• Read and discussed Piper Jaffrey research with senior analysts• Attended sales calls with portfolio managers from other regional firms• Marketed with senior management teams represented by Piper Jaffrey