Experience

X-Caliber Rural Capital

• United States
• Financial Services
• 1 - 100 Employee

• Construction Loan and Servicing Senior Administrator

  • Sep 2023 - Present



Thomas & Talbot Estate Properties

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Jan 2022 - Present

  Middleburg, Virginia, United States



Built Technologies

• United States
• Software Development
• 200 - 300 Employee

• Customer Success Manager

  • Aug 2022 - Jul 2023

  - Developed strong working relationships & a thorough understanding of each customer’s business needs, providing proactive guidance and training on product best practices and workflow to reinforce the value of the product. - Analyzed reports related to feature usage and adoption, providing insight and recommended next steps for increased acceptance. - Communicated consultatively about potential solutions to address customers’ concerns and challenges, and consistently gathered customer… Show more - Developed strong working relationships & a thorough understanding of each customer’s business needs, providing proactive guidance and training on product best practices and workflow to reinforce the value of the product. - Analyzed reports related to feature usage and adoption, providing insight and recommended next steps for increased acceptance. - Communicated consultatively about potential solutions to address customers’ concerns and challenges, and consistently gathered customer feedback to identify trends and lessons learned to further product improvement. - Engaged appropriate members from cross-functional teams such as Sales, Engineering, Support, and Marketing to help address customer’s needs. - Acted as a subject matter expert on custom products features. - Acted as an escalation point on customer support tickets, as well as other account escalations with management. - Drove impactful communication through various forms of customer outreach to review product adoptions and health, support interactions, major issues, upcoming & new releases. - Acted as an advocate for my clients to ensure success and satisfaction during their lifecycle with the product. Show less



First Bank of the Lake

• United States
• Banking
• 100 - 200 Employee

• VP, Construction Team Leader

  • Jul 2021 - Oct 2021

  Remote

• Assistant VP, GGL Construction Coordinator

  • Jan 2020 - Jul 2021

  Remote - Managed SBA loans through the closing and funding process. Portfolio consisted of clients nationwide in multiple industries. Projects consisted of ground-up construction, leasehold improvements, and equipment start-up loans. - Provided support and expertise to the bank’s internal departments and clients during the loan process & construction. - Maintained positive working relationships with clients and all project contacts. Worked with 20+ contacts, internally and externally, on an… Show more - Managed SBA loans through the closing and funding process. Portfolio consisted of clients nationwide in multiple industries. Projects consisted of ground-up construction, leasehold improvements, and equipment start-up loans. - Provided support and expertise to the bank’s internal departments and clients during the loan process & construction. - Maintained positive working relationships with clients and all project contacts. Worked with 20+ contacts, internally and externally, on an average day. Was the direct contact for the customer to address requests or issues, and the direct contact for the contractor’s monthly billing requests. - Managed loan details alongside the operations department at the bank’s headquarters - including monthly loan payments and reporting. - Managed Excel budget tracking for each loan. Responsible for preparing budget updates and supporting documentation as needed. - Created and implemented procedures and best practices for the construction department in order to mitigate risks for the bank. Helped to build out and improve the bank's software platform for construction specifics with senior management. - Presented weekly status updates for each loan on the pipeline call with all departments and senior management. - Was actively engaged in a fast-paced role that required daily multi-tasking, time management and unique problem-solving situations.



Live Oak Bank

• Banking
• 700 & Above Employee

• Associate VP - Construction Specialist II

  • Jun 2018 - Nov 2019

  Wilmington, North Carolina/ Remote - Mitigated risk for the bank through project and budget management; Reviewed financials for contractor approval & business financials with credit team; Managed and reviewed monthly construction billings for each project in order to fund payments. - Was a member of the team leaders responsible for detailed review & approval of the department’s loan files for pre-audit purposes and funding loan payments. - Assisted with producing new templates, training materials and procedures for the… Show more - Mitigated risk for the bank through project and budget management; Reviewed financials for contractor approval & business financials with credit team; Managed and reviewed monthly construction billings for each project in order to fund payments. - Was a member of the team leaders responsible for detailed review & approval of the department’s loan files for pre-audit purposes and funding loan payments. - Assisted with producing new templates, training materials and procedures for the department. - Managed the construction department's tracking & reporting for project completion and final funding projections.

• Associate VP - Construction Specialist I

  • Nov 2016 - Jun 2018

  Wilmington, NC / Remote - Maintained a large-dollar portfolio consisting of existing and new industries for the bank. Average portfolio consisted of 60+ loans, with a total value over $130 million. - Managed relationships with the bank’s clients & all associated contacts involved during the closing and disbursement process. Worked closely with Sales, Operations, Accounting to ensure exceptional customer service through the lifecycle of the loan & project. - Worked closely with each internal loan team until… Show more - Maintained a large-dollar portfolio consisting of existing and new industries for the bank. Average portfolio consisted of 60+ loans, with a total value over $130 million. - Managed relationships with the bank’s clients & all associated contacts involved during the closing and disbursement process. Worked closely with Sales, Operations, Accounting to ensure exceptional customer service through the lifecycle of the loan & project. - Worked closely with each internal loan team until closing. Was directly responsible for the loan file and borrower relationships once closed. - Provided support internally and externally for all needs related to the construction lending process. - Tracked portfolio financials with the servicing team. - Presented weekly status updates on department pipeline calls, and quarterly to the credit department on portfolio watchlist loans to identify problems and create action items.



Monteith Construction Corp.

• United States
• Construction
• 100 - 200 Employee

• Project Coordinator

  • Aug 2015 - Nov 2016

  Wilmington, North Carolina - Establish and maintain relationships with coworkers, field personnel, owners & architects - Assistance with project logistics & scheduling - Contract management - Create, track and complete submittals, RFIs, change orders and other critical project documentation - Assist with all financial aspects of the project including budget creation and payment applications - Organize, schedule and minute project team and owner-architect meetings - Support the project team in… Show more - Establish and maintain relationships with coworkers, field personnel, owners & architects - Assistance with project logistics & scheduling - Contract management - Create, track and complete submittals, RFIs, change orders and other critical project documentation - Assist with all financial aspects of the project including budget creation and payment applications - Organize, schedule and minute project team and owner-architect meetings - Support the project team in successful project delivery to owner - Assisted with company-wide implementation of Procore software to streamline project management, test new features and train team members. Show less



IntraHealth International

• United States
• International Trade and Development
• 500 - 600 Employee

• PR Campaign Team Member

  • Jan 2015 - May 2015

  Chapel Hill, NC Worked with a team to create and market the PR Campaign for the Clinton Global Initiative – “Obstetric Fiscula in Mali: Women Living with Dignity” - Created campaign title/slogan - Prepared and implemented secondary research to provide insight on campaign ideas and strategies - Created marketing materials/media kit to pitch to new donors - Created a years worth of Social Media material to send out once campaign launched - Created a final proposal for overall campaign… Show more Worked with a team to create and market the PR Campaign for the Clinton Global Initiative – “Obstetric Fiscula in Mali: Women Living with Dignity” - Created campaign title/slogan - Prepared and implemented secondary research to provide insight on campaign ideas and strategies - Created marketing materials/media kit to pitch to new donors - Created a years worth of Social Media material to send out once campaign launched - Created a final proposal for overall campaign objectives, goals, and strategies Show less



Anne Wagoner Interiors

• United States
• Design

• Design Assistant Intern

  • Jan 2015 - May 2015

  Raleigh, North Carolina - Studio management assistance - Client consultation



City of Charleston - Office of Cultural Affairs

• Intern

  • May 2014 - Jul 2014

  Charleston, South Carolina - Managed Piccolo Spoleto Events - Marketed the festival throughout the Charleston Retail and Arts communities - Managed Volunteers throughout the festival events - Worked the Charleston Farmer’s Market and City Gallery - Managed website material and press from Piccolo Spoleto



Movement of Youth

• Higher Education

• Service-Learning PR Intern

  • Jan 2014 - May 2014

  Raleigh-Durham, North Carolina Area Social Media Management Newsletter Management



Vitos Pizzeria

• United States
• Construction
• 1 - 100 Employee

• Server and Delivery

  • Apr 2010 - Aug 2011