Experience

harvest

• United States
• Financial Services
• 1 - 100 Employee

• Senior Sales Administrator

  • 2017 - Present

  Southern California



Plaza Bank

• Sales Administrator

  • Oct 2015 - Dec 2016

  Provide Sales Support to the Small Business Unit by assisting a group of BDO's with their SBA & Commercial Rel Estate Loans



Aurora Bank FSB Commercial Services

• Loan Administrator

  • 2009 - Oct 2010



Lehman Brothers Bank

• Senior Loan Administrator

  • Jan 2005 - Oct 2010

  (FORMERLY CNL COMMERCIAL FINANCE) • Review documentation as it is provided to determine if credit considerations are met. • Generate commercial loan documents for conventional loans • Coordinate loan closings with Escrow, Title, Attorneys, Insurance Agents, and Borrowers



Aurora Bank, FSB (formerly Lehman Brothers Bank, FSB) (formerly CNL Commercial Finance)

• Senior Commercial Loan Administrator

  • Feb 2002 - Oct 2010

  Worked with borrowers to gather accurate complete loan requirements and to ensure that they have a clear understanding of their loan and closing process. Review documentation to determine if credit considerations are met. Generate commercial loan documents for conventional loans (LaserPro) and coordinate loan closings with Escrow, Title, Attorneys, Insurance Agents and Borrower



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Senior Loan Administrator

  • 2002 - Oct 2010



CNL Commercial Finance, Inc.

• Loan Processor

  • Mar 2002 - Dec 2004

  • Assisted Loan Administrator with putting together and reviewing commercial files • Ordered third party paperwork for loan files (including tax verification, entity formation paperwork, payment histories, etc.)



Nabity Financial Group

• Administrative Assistant

  • Jan 2001 - Dec 2001

  Assisted a Certified Financial Consultant who specialized in creating and managing Retirement Accounts, Mutual Funds and Life Insurance Policies for individuals and their small businesses