• Successfully managed and provided one-on-one business counseling to a large and diverse portfolio of entrepreneurs, offering solutions to individual business needs.• Compiled loan packages on behalf of small businesses, including projections. Reviewed, structured and assessed financing options. • Built and maintained relationships with local economic development agencies, service providers, and the lending community to facilitate access to resources and support for… Show more • Successfully managed and provided one-on-one business counseling to a large and diverse portfolio of entrepreneurs, offering solutions to individual business needs.• Compiled loan packages on behalf of small businesses, including projections. Reviewed, structured and assessed financing options. • Built and maintained relationships with local economic development agencies, service providers, and the lending community to facilitate access to resources and support for clients.• Supervised and coached newly hired professionals to become productive members of the team.• Conducted training sessions for members of the public alongside business professionals and elected leaders, including members of congress. Show less

• Managed bank relationships with financial institutions and brokerage houses. Funded overnight loans, set loan rates and determined collateral adequacy. Assisted bank clients with cash and investment management.• Successfully oversaw a portfolio of loans to brokerage houses, ensuring compliance with regulatory guidelines and internal credit and risk policies.• Completed money center bank’s Credit Analysis and Management Training Program. Applied skills to in-depth credit analysis to… Show more • Managed bank relationships with financial institutions and brokerage houses. Funded overnight loans, set loan rates and determined collateral adequacy. Assisted bank clients with cash and investment management.• Successfully oversaw a portfolio of loans to brokerage houses, ensuring compliance with regulatory guidelines and internal credit and risk policies.• Completed money center bank’s Credit Analysis and Management Training Program. Applied skills to in-depth credit analysis to assess the creditworthiness of clients, utilizing financial modeling and risk management techniques.• Structured and negotiated loan deals, optimizing terms and conditions to meet both client requirements and risk management objectives.• Presented funding requests to bank’s credit committees.• Collaborated with cross-functional teams, including fed funds desk, legal, risk management, credit committees, and underwriting, to streamline loan processes and enhance overall efficiency. Show less

• Assisted in the audit of brokerage and securities trading companies.• Experience and Knowledge of financial instruments, including repos and reverse repos.