Director

• Nov 2021 - Present

• Played a significant role in 2022 growth to $175MM in closed loan volume. Managed 70% of total closed loan volume ($), 59% of closed loan count, and 68% of total loan income. • Responsible for the management of a team of 6, overseeing all aspects of the loan life cycle from origination to close, supporting the $150M annual closed transactions in 2021 • Develop and cultivate relationships with self-employed borrowers, residential investors, and developers, working to provide… Show more • Played a significant role in 2022 growth to $175MM in closed loan volume. Managed 70% of total closed loan volume ($), 59% of closed loan count, and 68% of total loan income. • Responsible for the management of a team of 6, overseeing all aspects of the loan life cycle from origination to close, supporting the $150M annual closed transactions in 2021 • Develop and cultivate relationships with self-employed borrowers, residential investors, and developers, working to provide individual solutions to meet each client’s need • Directly responsible for establishing the Operations Analyst Training Program, securing a successful process for recruiting, hiring, and training personnel • Focused on establishing goals, monitoring performance, and mentoring employees, resulting in a $60M increase in closed loan volume in 2021 • Established strategic organizational KPIs, monitoring regularly and utilizing the information to drive changes supporting the organizational success • Leveraged expertise to advise on complex loan files for high net-worth clients, including a 7-property cross-collateralized investment $10M loan for a residential investor • Direct the management of approved individual construction budgets ranging from $500K to $5M, maintaining and ensuring that all draws are disbursed timely • Monitored operational policies, procedures, and guidelines regularly, maintaining understanding and implementation by all employees, making revisions as needed to support organizational growth • Provide management for the $30M of private equity assets, structuring and writing deals, and providing transaction updates to partners as needed • Developed a dynamic model to assist in the loan structuring process for private equity clients, utilizing multiple input variables to generate an Internal Rate of Return (IRR)

Sr Associate

• Feb 2018 - Present

Sales Manager

• Sep 2016 - Feb 2018

• Oversaw the management of the 25+-year-old family-owned business, directing 3-5 employees in providing specialized conveyor scales and continuous weighing technology, supporting industries such as coal power plants, pulp & paper, and shipping companies • Created and implemented a sales strategy, utilizing a hands-on approach for client prospecting and cultivation, generating an 18% increase in sales growth YoY • Oversaw the management of multiple vendor relationships, including… Show more • Oversaw the management of the 25+-year-old family-owned business, directing 3-5 employees in providing specialized conveyor scales and continuous weighing technology, supporting industries such as coal power plants, pulp & paper, and shipping companies • Created and implemented a sales strategy, utilizing a hands-on approach for client prospecting and cultivation, generating an 18% increase in sales growth YoY • Oversaw the management of multiple vendor relationships, including finance, accounting, supply manufacturers, and insurance, maintaining that the day-to-day operations of the organization are maintained properly • Directed initiatives for new business development, simultaneously maintaining ongoing business relationships with a core group of 10 clients • Established and organized a separate business unit to import manufactured products to specific engineered standards, ensuring the product meets the client’s requirements • Focused on restructuring the budgets for labor, capital assets, inventory purchasing, and technology upgrades, resulting in controlling costs and optimizing spending Show less • Oversaw the management of the 25+-year-old family-owned business, directing 3-5 employees in providing specialized conveyor scales and continuous weighing technology, supporting industries such as coal power plants, pulp & paper, and shipping companies • Created and implemented a sales strategy, utilizing a hands-on approach for client prospecting and cultivation, generating an 18% increase in sales growth YoY • Oversaw the management of multiple vendor relationships, including… Show more • Oversaw the management of the 25+-year-old family-owned business, directing 3-5 employees in providing specialized conveyor scales and continuous weighing technology, supporting industries such as coal power plants, pulp & paper, and shipping companies • Created and implemented a sales strategy, utilizing a hands-on approach for client prospecting and cultivation, generating an 18% increase in sales growth YoY • Oversaw the management of multiple vendor relationships, including finance, accounting, supply manufacturers, and insurance, maintaining that the day-to-day operations of the organization are maintained properly • Directed initiatives for new business development, simultaneously maintaining ongoing business relationships with a core group of 10 clients • Established and organized a separate business unit to import manufactured products to specific engineered standards, ensuring the product meets the client’s requirements • Focused on restructuring the budgets for labor, capital assets, inventory purchasing, and technology upgrades, resulting in controlling costs and optimizing spending Show less

Change Agent

• Jun 2014 - Sep 2016

• Led in implementing Workforce Management (WFM) solutions to back-office environments, supporting customers throughout Asia, South America, as well as domestic locations • Collaborated with individual local teams, customizing demand forecasting, and developing capacity planning solutions • Oversaw all data requirements, process improvements, model build-out, and weekly meetings, ensuring a seamless transition to the local teams • Directed a team through a 2-month project… Show more • Led in implementing Workforce Management (WFM) solutions to back-office environments, supporting customers throughout Asia, South America, as well as domestic locations • Collaborated with individual local teams, customizing demand forecasting, and developing capacity planning solutions • Oversaw all data requirements, process improvements, model build-out, and weekly meetings, ensuring a seamless transition to the local teams • Directed a team through a 2-month project in the Philippines, onboarding 4 lines of business to the WFM system, generating a 15% increase in utilization post implementation • Utilized Excel and NICE solutions to generate weekly dashboards for ongoing projects, using the information to resolve any issues and maintain the delivery timeline and budget • Facilitated weekly stakeholder meetings detailing the demand forecast and capacity plans, resulting in a 10% reduction in FTE headcount • Collaborated with the analyst team to improve the forecasting model, producing an average 2.5% increase in forecast accuracy across all projects • Facilitated a “Lunch and Learn” series with the change agent and analyst teams, focusing on technical details of the forecasting model and capacity plans, supporting project success Show less • Led in implementing Workforce Management (WFM) solutions to back-office environments, supporting customers throughout Asia, South America, as well as domestic locations • Collaborated with individual local teams, customizing demand forecasting, and developing capacity planning solutions • Oversaw all data requirements, process improvements, model build-out, and weekly meetings, ensuring a seamless transition to the local teams • Directed a team through a 2-month project… Show more • Led in implementing Workforce Management (WFM) solutions to back-office environments, supporting customers throughout Asia, South America, as well as domestic locations • Collaborated with individual local teams, customizing demand forecasting, and developing capacity planning solutions • Oversaw all data requirements, process improvements, model build-out, and weekly meetings, ensuring a seamless transition to the local teams • Directed a team through a 2-month project in the Philippines, onboarding 4 lines of business to the WFM system, generating a 15% increase in utilization post implementation • Utilized Excel and NICE solutions to generate weekly dashboards for ongoing projects, using the information to resolve any issues and maintain the delivery timeline and budget • Facilitated weekly stakeholder meetings detailing the demand forecast and capacity plans, resulting in a 10% reduction in FTE headcount • Collaborated with the analyst team to improve the forecasting model, producing an average 2.5% increase in forecast accuracy across all projects • Facilitated a “Lunch and Learn” series with the change agent and analyst teams, focusing on technical details of the forecasting model and capacity plans, supporting project success Show less

Inventory Planning And Replenishment Analyst

• Aug 2012 - Jun 2014

• Responsible for managing inventory levels for 250+ SKUs across 1.8K stores nationwide, supporting $250M in annual sales • Utilized data to analyze stores sales and trends, implementing strategies to maintain appropriate inventory levels while simultaneously staying within the approved buy plan • Collaborated cross-functionally with product merchants, developing strategies to meet sales, in-stock, and inventory turn path with the daily inventory carry of ~$50M • Supported… Show more • Responsible for managing inventory levels for 250+ SKUs across 1.8K stores nationwide, supporting $250M in annual sales • Utilized data to analyze stores sales and trends, implementing strategies to maintain appropriate inventory levels while simultaneously staying within the approved buy plan • Collaborated cross-functionally with product merchants, developing strategies to meet sales, in-stock, and inventory turn path with the daily inventory carry of ~$50M • Supported the onboarding and transport of store-ordered bulk products to an automated replenishment system, reducing lead time by 2 days as well as generating a 3% increase in stock • Responsible for developing and cultivating vendor relationships, supporting 30+ import SKUs from Asia and Europe • Orchestrated an $8M buy-back for goods held on consignment, collaborating with the vendor to determine the quantity and location of the products to be included Show less • Responsible for managing inventory levels for 250+ SKUs across 1.8K stores nationwide, supporting $250M in annual sales • Utilized data to analyze stores sales and trends, implementing strategies to maintain appropriate inventory levels while simultaneously staying within the approved buy plan • Collaborated cross-functionally with product merchants, developing strategies to meet sales, in-stock, and inventory turn path with the daily inventory carry of ~$50M • Supported… Show more • Responsible for managing inventory levels for 250+ SKUs across 1.8K stores nationwide, supporting $250M in annual sales • Utilized data to analyze stores sales and trends, implementing strategies to maintain appropriate inventory levels while simultaneously staying within the approved buy plan • Collaborated cross-functionally with product merchants, developing strategies to meet sales, in-stock, and inventory turn path with the daily inventory carry of ~$50M • Supported the onboarding and transport of store-ordered bulk products to an automated replenishment system, reducing lead time by 2 days as well as generating a 3% increase in stock • Responsible for developing and cultivating vendor relationships, supporting 30+ import SKUs from Asia and Europe • Orchestrated an $8M buy-back for goods held on consignment, collaborating with the vendor to determine the quantity and location of the products to be included Show less

Work Force Management Analyst

• Oct 2011 - Aug 2012

• Focused on identifying productivity improvement as well as cost savings opportunities within the distribution centers, producing a 10% reduction in cost • Oversaw the training and development of over 100+ facility management and associates, ensuring the ability to utilize labor management system tools to optimize the operating potential • Integral team member assigned to a client’s project standardizing WFM systems across a nationwide distribution network, enabling clients the… Show more • Focused on identifying productivity improvement as well as cost savings opportunities within the distribution centers, producing a 10% reduction in cost • Oversaw the training and development of over 100+ facility management and associates, ensuring the ability to utilize labor management system tools to optimize the operating potential • Integral team member assigned to a client’s project standardizing WFM systems across a nationwide distribution network, enabling clients the ability to measure KPIs across locations better to determine excel capacity and reduce cost

Operations Analyst

• Apr 2011 - Nov 2011

Project Management Intern

• May 2010 - Aug 2010