Bio
Experience
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Owner/President
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Apr 2004 - Present
We provide exceptional service to all of our clients as it pertains to their needs, whether it be catering or event planning. Assist the client from start to finish with all aspects (venue, decorations, budgeting, time management, vendors).
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OFFICER & Operations Manager
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Jun 2001 - Present
Responsible for Managing a team that focus on our customer’s needs as it relates to foreign currency. Responsible for development, training and implementation of new processes.
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Banking
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700 & Above Employee
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Operations Coordinator III
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Jun 2001 - Oct 2008
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Senior Commercial Loan Assistant
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Jun 2001 - Jul 2002
Responsible for processing daily transactions received from CLSR, communicate with internal customers as well as external customer with regard to information needed to complete customers' request. Balance work at the end of the day, review and reconcile general ledger entries
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Loan Service Manager & Operations Officer
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Jul 2000 - May 2001
Coordinate and direct the day to day operations of the loan servicing and operations department in meeting deadlines of closing commercial and construction loans Reconciling the loans in process general ledger, setting up new loans, auditing file maintenance, organizing the credit and collateral files, and monitoring the payments of taxes and insurance
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Loan Administrator
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Mar 1998 - Jul 2000
Responsible for gathering information needed to process loans that include the ordering of Appraisals, Credit Reports and D&B’sResponsible for preparing documentation on new (commercial and construction) and modified loansReviewed draft of loan documentation and other due diligence information for compliance to the commitment letter and credit approvalsPrepared closing checklist and instructions, identifying items and conditions to be satisfied. Authorized closing and initial fundingCoordinate closings with Title Company and/or AttorneyReviewed the title work and completed the necessary research to resolve any issues involvedCreate and maintain customer credit files (draw request, AIA, release of collateral) Provide customers with requested information (loan packages, rates and etc.) Responsible for tracking financial information and security documents. Established and maintained relationship with the Small Business Administration.
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United States
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Banking
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700 & Above Employee
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Project Manager
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Dec 1997 - Mar 1998
Provided support to department managerConducted research and gathered data and/or documentation for presentations concerning functional areaResponsible for assessing the needs of our (103) branches (i.e. computer systems, cash dispensing machines, cash advance machines, check vendors and etc.)Responsible for making sure that all equipment was Y2K compliant. Responsible for writing the policy and procedures and training personnel on new products and equipmentProvided assistance in completing due diligence for an acquisition or merger
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Supervisor
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Feb 1996 - Dec 1997
Coordinated and directed day-to-day operations of the real estate payoff and special projects function. Scheduled, trained, assigned, and evaluated the activities of the payoff and special project personnel.Monitored work, resolved operating problems, and performed administrative work as needed to complete assignments.Provided project support as assigned by Manager. Assisted in functions such as planning, tracking, reporting and documentation.Also monitored policies, procedures and system enhancements. Made recommendations for changes and implemented upon approval
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Assistant Supervisor (Special Project Department)
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Aug 1993 - Feb 1996
Assigned and monitored workflow, provided guidance and training within the Special Projects Unit. The unit's functions consisted of processing request for partial releases, payment modifications, release of liability, arm conversions, assumptions, construction loan conversions, recertified and serviced FHA 235 subsidy loans, monitoring Soldier/Sailors loans. This unit also responded to customer inquiries, reviewed and sent letters on matured loans and reviewed and recalculated interest charges on principal curtailments and loans that were delinquent
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Supervisor
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Aug 1989 - Aug 1992
Assigned and coordinated the activities of the Payoff/Assumption Unit (seven staff members). This unit's primary responsibilities were the preparation of the loan payoff and completion of documents and also the processing of loan assumptions
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Education
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1984 - 1987David N. Myers University
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1993 - 1998Institute of Finanical Education
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1981 - 1984ICM School of Business
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1979 - 1981Jane Addams Business Career Center
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Cuyahoga Community Corporate College
Suggested Services
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Industry Focus. “Event Services”
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