Experience

Venturus
• Brazil
• IT Services and IT Consulting
• 500 - 600 Employee
• VP, SBA Closing Manager

  • Sep 2023 - Present


Newtek Small Business Lending

• Senior Loan Operations Specialist

  • Jan 2015 - Sep 2023

  Manage entire loan process for SBA 7(a) loans for my Region. Responsible for determining eligibility of loans, packaging of loans for submission to SBA, obtaining SBA approval, gathering all closing compliance, preparing closing docs and ensuring the loan is closed in accordance with SBA requirements. Liaison with clients, bankers, attorneys and title insurance companies involved with each loan.

• Sr. Closing Manager

  • May 2014 - Dec 2014

  Manage the loan closing process for SBA 7a program. Liaison with clients, bankers, attorneys and title insurance companies involved with each loan. Schedule the closing, arrange and review title work, prepare closing checklists and collect and review all due diligence.



CertusBank Small Business Finance

• AVP, Loan Closing Specialist

  • May 2010 - Apr 2014

  Manage the loan closing process for SBA 7a program. Liaison with clients, bankers, attorneys and title insurance companies involved with each loan. Schedule the closing, arrange and review title work, prepare closing checklists and collect and review all due diligence. Manage the loan closing process for SBA 7a program. Liaison with clients, bankers, attorneys and title insurance companies involved with each loan. Schedule the closing, arrange and review title work, prepare closing checklists and collect and review all due diligence.



Irwin Union Bank

• Banking
• 1 - 100 Employee

• Documentation Specialist

  • 2006 - 2010

  Responsible for commercial loan documents for approximately 30 loans per week for affiliates in 10 states, including all SBA loans. Interface with lenders and Business Banking Associates along with Closing Checklists and Closing details to document commercial loans. Our department is the check point for entity verification, Government Compliance/HMDA, Risk Management/OFAC, Insurance verification and Reg. B. Work with inside and outside counsel in regards to legal issues with documents. Train new hires. Order flood determinations. Attended SBA Audit training. Assisted with an Audit from the US Small Business Administration. Assisted in coming up with a new checklist/process for SBA loans with the new bank and helped audit existing SBA application files for the new process. Perform pre-closing review of loans. Show less



Cambridge Capital Management Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Documentation Specialist

  • Nov 1999 - Oct 2006

  Manage entire loan closing process for SBA 504 program. In FY 2006, closed 55 loans totaling $25 million – an all-time company record. Liaison with clients, bankers, attorneys and title insurance companies involved with each loan. Schedule the closing, arrange and review title work, prepare closing checklists and when the closing attorney is not available, conduct the closing. Handle all servicing requests to include loan assumption, mortgage subordination and release of collateral. Market the loan program directly to bankers. Created loan files for 50 loan closings per year and updated files with servicing actions, electronically and on paper, for a 400 loan portfolio. Provided preliminary environmental investigation review for attorney for approximately 40 real estate loans per year. Collected and reviewed property, liability and life insurance for loan portfolio. Responsible for implementing a computer software program for loan document preparation and information management. Used by vendor as a resource for training peer organizations. Instituted a system to track and renew UCC filings. Directed the acquisition of new computers and a software system conversion for an office of 9 employees. Show less



First of America

• United States
• Accounting

• Administrative Assistant

  • Apr 1997 - Nov 1998

  Assisted loan officers in the loan closing process. Handled all customer calls regarding their account, including any problems and questions. Handled servicing items. Awarded with the “Extra Mile Award” for performing beyond job description. Assisted loan officers in the loan closing process. Handled all customer calls regarding their account, including any problems and questions. Handled servicing items. Awarded with the “Extra Mile Award” for performing beyond job description.