Zach Lickteig Email & Phone Number

In this role I will assist business owners with their application for SBA Community Advantage loans from intake through the approval process.

San Diego, California, United States

In this position I will help run programs and events for startups and small businesses with the Free Enterprise Institute through operational and administrative support!

San Diego, California, United States

Impacted by company wide layoffs.

San Diego, California, United States

● Assist in developing a data warehouse to create custom reports and data visualizations in Microsoft Power BI● Manage, review, monitor, and execute all borrower and investor transactions● Execute fund modeling activities as directed by the CFO and CIO,● Work cross-functionally with Investor Relations and Marketing and Communications to providequality fund and portfolio management data

San Diego, California, United States

-Support the COO and CFO in handling the day-to-day activities that ensure smooth, efficientbusiness processes and functions-Research, propose and execute systems improvement for data gathering, processing, andfinancial modeling-Execute loan closing and investor closing task lists and identify system improvements along theway-Develop and execute systems and processes related to Exempt Reporting Advisor (ERA) andother compliance activities

Greater San Diego Area

-Managed and assist new leads for CDC through their online SBA Lender Match program-Interacted with customers through email and phone calls to explain the loan offerings and requirement for each loan-Determined if an applicant meets both CDC’s and the SBA’s criteria in order to be qualified for a small business loan

Austin, Texas Area

-Compiled reports from internal databases to assist the director of lending make strategic decisions for the company-Assisted in the loan closing and funding process-Performed research on the national landscape of nonprofit lending to help the CEO discover new partnerships and programs to increase self sustainability

Greater San Diego Area

-Managed the university's outdoor guide program alongside the director, which includes 6 trip leaders and over 40 student guides-Led students on backpacking, kayaking, rock climbing, snorkeling, and camping trips-Facilitated weekly club meetings and individual meetings with each of the trip leaders

Manta, Ecuador

-Partnered with a long term earthquake recovery project that helps to create small businesses-Participated in over 50 business and home visits to track the progress of the beneficiaries of the project-Underwent cultural and language immersion training in order to learn how to work in an inter-cultural context

Greater San Diego Area

-Assisted in aggregating 55 grants, 56 peer reviewed journals, and 31 research groups all related to human trafficking for the use of the 270 researchers, data analysts, and other stake holders in our professional network-Aided in the planning of the first annual Human Trafficking Research and Data Advisory Roundtable conference with over 200 people in attendance-Represented the Center for Justice & Reconciliation and networked with San Diego anti-human trafficking stakeholders in regular community meetings-Developed a deeper understanding of the different causes and solutions behind the issue of human trafficking; gained exposure to the perspective of researchers, NGOs, and law enforcement in this field

International Development And Finance

Activities and Societies: Outdoor Leadership, Ministries with Mexico, THRIVE Ministries

High School Diploma

Activities and Societies: Cross Country, Soccer, Spanish Club, and National Honors Society