Client Consultation: Meet business clients to assess their financing needs, understand their goals, and gather the necessary financial information.Loan Analysis: Analyze financial statements, credit reports, and other relevant documents to evaluate the creditworthiness of potential borrowers.Loan Structuring: Develop customized loan packages that meet the specific needs of clients, including terms, interest rates, and repayment schedules.Lender Coordination: Work closely with banks, credit unions, and other financial institutions to identify the best loan products and negotiate favorable terms on behalf of clients.Application Management: Guide clients through the loan application process, ensuring all documentation is accurate, complete, and submitted on time.Compliance: Ensure all loan transactions comply with relevant laws, regulations, and company policies.Relationship Management: Build and maintain strong relationships with clients, lenders, and other industry professionals to facilitate successful loan outcomes.Market Knowledge: Stay informed about trends and developments in the commercial lending market, including changes in interest rates, lending practices, and industry-specific financing options.

Manage annual budget and community fiscal responsibilities. Lead the Board of Directors and is responsible for overseeing and handling many of its procedural duties. Demonstrate knowledge about the community’s CC&Rs and governing documents. Serves as the authority on all association rules and governing documents. Facilitate community and association meetings, calling the meeting to order, announcing the agenda, ensuring adherence, maintaining attendee order and decorum, calling for votes, and announcing the results. Sign all contracts and other legal documents pertaining to the association. Appoint committee members to assist with community projects.

The PDA, Private Directors Association, is a not-for-profit, national organization whose mission is creating, sustaining and enhancing Private Company value through the active use of Boards of Directors and Advisory Boards.

SCORE educates entrepreneurs and business owners about all aspects of doing business. My area of expertise is funding and financing options.

Provide cash management research and strategy for bank clients

Financial risk mitigation - Monitoring and managing cash management strategies for bank clients.

Managed the collection effort of a credit card portfolio per the Fair Debt Collections Practices Act (FDCPA).