• Responsible for successfully creating and managing annual budgets more than $350,000. Additionally, assisted in creating and managing $1,300,000 budget for an event hosting over four thousand in-person/hybrid global attendees.• Interfaced daily with stakeholders and executive leadership to identify project standards and guidelines.• Managed communication pipeline between cross-functional workgroups to ensure effective communication, as well as timely task completion.• Successfully established and maintained vendor relationships, as well as negotiated and reviewed vendor contracts.• Effectively managed multiple projects, to include event management, website development.• Identified areas of inefficiency within the organization and championed for process and workflow improvement and implementation.• Developed and hosted onboarding, project management, as well as Microsoft Office training to staff, executive leadership, Board of Trustees (BOT), and Executive Committee (EC) members.• Spearheaded and managed a four-person technology support team, providing technical support, web conferencing assistance, meeting facilitation for staff, executive leadership, as well as BOT/EC members.

• Assist in collecting and generating funds for The Center and proper bookkeeping

o Specialized in small business loan origination (refinance, purchase, lines of credit, equipment), ranging from $50K to $2.5M throughout the U.S. and Canadao Increased and managed lending pipeline from 20 to 170 clients, totaling over $70M in prospective lendingo Increased total loan closings from $500K to $30Mo Conducted financial consultations with prospective and existing loan clients throughout the U.S. and Canadao Generated job description and training programs for incoming Loan Originators, and participated in interview and hiring processo Prepared and conducted yearly, quarterly, and monthly financial training presentationso Created financial mentoring program between Liberty Franchisees and Area Developerso Reviewed and generated financial statements for small business owners interested in securing lending; Cash Flow Statements, Income Statements, Business Plans, S.B.A. forms

o Uncovered possible sales and referral opportunities and engaged in customer retention by anticipating needs, while exceeding account opening and lending goalso Oversaw operational and compliance procedures: cash controls, transaction approval, internal security, and daily operations; supplies, scheduling, document retentiono Ensured employee awareness of service and sales goals and provided coaching as neededo Actively participated in effective conflict-resolutiono Executed excellent customer service in a high paced environment o Established rapport with clients and other lines of business to maximize company profitability and ensure long term relationships