Conduct legal research and draft legal memoranda for pro bono clients.

• Worked with transactional business law team to draft operating agreements, stock redemption agreements, asset purchase agreements, and due diligence checklists for business owners. Redlined associate agreements and employment contracts. • Worked with bankruptcy team to draft motions and orders. Attended bankruptcy court hearings, civil court hearings, 341 meetings, and a town council meeting.

• Drafted will and trust documents, attorney response letters, and termination letters• Wrote client letters and performed due diligence searches

• Advised management team of a 200-employee telecom business on acquisition negotiations, banking decisions, covid protocols, and employee retention compensation• Counseled 51-year-old telecom supply company through a strategic sale and organized due-diligence documentation by meeting with executives to prepare and deliver official disclosure schedules

• Managed portfolio of 120 investment advisory and broadband service provider small business relationships.• Monitored success of customer acquisitions and expansion projects.• Counseled small business owners through the impacts of COVID-19.• Facilitated the processing of 95 PPP loans within a few weeks.• Traveled to hold client meetings with investment advisory loan customers, concentrated in mid-west and west coast territories as well as with rural broadband providers, located across the U.S. Conducted 141 in person customer meetings.• Measured health of the borrower portfolio through risk rating analysis, financial tracking, and covenant compliance monitoring.• Developed servicing needs Broadband provider lending – a new niche to Live Oak Bank as of 2019.• Worked with USAC to facilitate Letters of Credit approvals for FCC grants.• Remedied past-due payments.• Drafted formal memos to the SBA for loan modification requests warranting SBA approval. • Provided auditors an understanding of the policies and procedures carried out by the Business Analyst Group.

Managed excel spreadsheets and grant applications for Arts, Education, and Health and Welfare Committees.

• Update Social Media• Answer Inbound Calls• Manage Excel Spreadsheets and Client Intake Forms

• Accommodated 25 executive customers for one week• Prepared all meals, coordinated guests personal schedules and transportation• Drafted business plan, budget, and coordinated the scheduling of myself and entire team involved with event• Demonstrated resourcefulness to provide prestigious atmosphere for guests while working within a budget• Sales increased from companies in attendance by an average of 30% over the next year as a result of the event