Experience

Craft Bank

• United States
• Banking
• 1 - 100 Employee

• AVP - SBA Portfolio Manager/Closer

  • Nov 2020 - Present



Oconee State Bank

• United States
• Banking
• 1 - 100 Employee

• AVP - SBA Portfolio Manager & Closer

  • Nov 2018 - Nov 2020



Cornerstone Bank

• United States
• Banking
• 1 - 100 Employee

• SBA Portfolio Specialist

  • Jan 2017 - Nov 2018

  - Collect financials and insurance policies to keep SBA 7(a) loans in compliance with the SBA 7(a) loan program - Assist customers with loan modifications, in accordance with the SBA 7(a) Lender Matrix - Monitor portfolio of SBA 7(a) loans and formulate work-out plans for problem loans - Underwrite annual reviews for SBA 7(a) loans and renewals of revolving LOCs - Complete and submit SBA Regular Guaranty Purchase Packages, CPC Tabs, and Charge Off Tabs - Collect financials and insurance policies to keep SBA 7(a) loans in compliance with the SBA 7(a) loan program - Assist customers with loan modifications, in accordance with the SBA 7(a) Lender Matrix - Monitor portfolio of SBA 7(a) loans and formulate work-out plans for problem loans - Underwrite annual reviews for SBA 7(a) loans and renewals of revolving LOCs - Complete and submit SBA Regular Guaranty Purchase Packages, CPC Tabs, and Charge Off Tabs



Safe-Guard Products International

• United States
• Motor Vehicle Manufacturing
• 400 - 500 Employee

• GAP Claims Adjuster

  • Sep 2016 - Dec 2016



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Control and Risk Analyst

  • Dec 2015 - Jul 2016

  Supported the overall monitoring of risks and controls within the business unit as follows: Led walk through meetings with business line managers as part of the control design assessment. Performed control design assessments to determine the appropriateness and suitability of controls. Designed test plans and performed control effectiveness testing in accordance with risk based methodology. Managed the action plan resolution process to ensure the timely closure of audit findings. Engaged in process mapping activities with business line managers to identify inherent risks within processes. Revised business procedures based on information provided by key business leads. Show less



Boys & Girls Club

• Non-profit Organizations
• 700 & Above Employee

• Enrichment Staff

  • Sep 2014 - May 2016

  Assisted elementary age kids with homework and other assignments. Planned physical activities that promoted social behavior. Organized groups to perform school-related material for families and friends. Increased knowledge of methods for educational teaching. Assisted elementary age kids with homework and other assignments. Planned physical activities that promoted social behavior. Organized groups to perform school-related material for families and friends. Increased knowledge of methods for educational teaching.



Professional Entertainment and Sports Association

• Athens, Georgia

• Sports Director

  • Aug 2015 - Jan 2016

  Coordinated events with professional sports organizations for PESA members. Found speakers within the sports and entertainment industry for panel sessions to educate college students on working within sports. Coordinated events with professional sports organizations for PESA members. Found speakers within the sports and entertainment industry for panel sessions to educate college students on working within sports.



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Summer Intern

  • Jun 2015 - Aug 2015

  Assisted with the Participant Engagement, Internal Control Review, and Customer Services departments. Conducted control testing of procedures used in HR, Contract Administration, Customer Service, Billing and System Access. Organized client physical and electronic folders. Created spreadsheets to support the Participant Engagement Department in tracking approved presentation material and renewal deadlines. Assisted with the Participant Engagement, Internal Control Review, and Customer Services departments. Conducted control testing of procedures used in HR, Contract Administration, Customer Service, Billing and System Access. Organized client physical and electronic folders. Created spreadsheets to support the Participant Engagement Department in tracking approved presentation material and renewal deadlines.



YMCA of the USA (National Resource Office)

• United States
• Non-profit Organizations
• 700 & Above Employee

• Summer Camp Counselor

  • Jun 2014 - Jul 2014

  Assisted in teaching math and reading to rising first graders. Planned and implemented physical activities for multiple students. Assisted in teaching math and reading to rising first graders. Planned and implemented physical activities for multiple students.



The University of Georgia

• Higher Education
• 700 & Above Employee

• Office Assistant

  • Aug 2013 - May 2014

  Assisted office personnel in daily functions of office management. Copied and mailed prepared correspondence. Delivered staff payroll requests to appropriate department. Distributed flyers and brochures of upcoming events in the department. Assisted office personnel in daily functions of office management. Copied and mailed prepared correspondence. Delivered staff payroll requests to appropriate department. Distributed flyers and brochures of upcoming events in the department.



EXPRESS

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Apr 2012 - Aug 2013

  Engaged in financial transactions of $1000 or more during shifts. Increased skills in conflict management while assisting multiple customers. Maintained knowledge of store merchandise to advise customers on promotions and purchases. Cooperated with manager and other employees to foster enjoyable working environments. Engaged in financial transactions of $1000 or more during shifts. Increased skills in conflict management while assisting multiple customers. Maintained knowledge of store merchandise to advise customers on promotions and purchases. Cooperated with manager and other employees to foster enjoyable working environments.



Auburn University

• United States
• Higher Education
• 700 & Above Employee

• Office Assistant

  • Aug 2012 - May 2013

  Directed calls to appropriate staff members. Reported to four or more professors on a daily basis. Collaborated with department head staff to organize events for students and faculty. Directed calls to appropriate staff members. Reported to four or more professors on a daily basis. Collaborated with department head staff to organize events for students and faculty.