Successfully facilitated multiple asset backed lending (ABL) facilities, overseeing all aspects of the process from lender presentations to financial modeling, underwriting, compliance and legal.Collaborated with Accounting/FP&A to develop and implement operating procedures ensuring compliance with lender reporting requirements outlined in lending/legal agreements, encompassing asset performance and covenant testing.Offered consulting services to loan originators, conducting modeling and analyses on risk rating models, regulatory changes, and policy updates.

Developed loan products that encompassed compliance, underwriting, policies and procedures, sales call scripts, servicing call scripts, and training manuals.Managed the legal documentation and established backup loan servicing, as well as ensured efficient reporting. Established banking charter relationship that included operational and procedural changes to comply with the bank's policies and federal regulations. Sourced capital which included forward flow, debt sales, facilities and securitization. Served as the main point of contact for investors, credit bureaus, and other third-party service providers. Collaborated with cross-functional teams to ensure seamless product launches and ongoing support.

Led the investment team, overseeing the entire investment process, from structuring and negotiation to financial analysis, on-site due diligence, and the establishment of underwriting and portfolio guidelines. Oversaw investment performance and presented to the Board of Directors.Collaborated closely with leadership and the board to shape operational strategy.

Successfully launched a $400MM public credit fund and LP fund with a focus on Fintech investments, including both debt and equity opportunities.Held responsibility for investing in secured products that primarily focused on real estate and Small and Medium Enterprise (SME) loans or debt products.Developed and implemented investment structures that varied from senior secured to mezzanine, ensuring that all investments met established criteria and aligned with overall investment strategies.Conducted thorough due diligence on potential investment opportunities, leveraging expertise in risk assessment and underwriting to make informed decisions.Maintained ongoing oversight of investments, monitoring performance and making adjustments as needed to optimize returns.Provided leadership and management for the secured investments team, ensuring that all credit analysis for both current and potential investments was thoroughly reviewed.Developed and implemented the funds secured lending policies and procedures for the funds' investment strategy.

Built and managed relationships with existing clients and identified new commercial lending opportunities to expand the bank's customer base. Developed and implementing strategies to retain existing clients and attract new ones, including cross-selling of products and services.Conducted quarterly reviews and assessments of strategic client relationships, providing in-depth analysis and market insights to support proposals for expanding business and cross-selling solutions.Collaborated with other departments within the bank, such as credit and risk management teams, to ensure that client needs were met in a timely and efficient manner.Negotiated loan terms and conditions, including interest rates, collateral requirements, and repayment schedules.Stayed up-to-date with industry trends and changes in regulations that may impact the bank's operations and client relationships.Effectively managed a portfolio of loans, ensuring compliance with bank, regulatory, and credit requirements at all times.