Experience

• 

  Carver Federal Savings Bank

  • New York, New York, United States

  • Executive Director

    • Jul 2021 - Present
    • New York, New York, United States

• 

  PNC

  • Hamilton, New Jersey

  • Vice President, Relationship Manager

    • Feb 2020 - Jul 2021
    • Hamilton, New Jersey

• 

  Harlem Commonwealth Council, Inc.

  • 361 West 125th Street, New York, New York

  • Director of Lending

    • Aug 2016 - Feb 2020
    • 361 West 125th Street, New York, New York

    Responsible for the operations and growth of the Harlem Entrepreneurial Fund providing affordable capital and technical assistance to minority owned businesses. Tripled lending operations in 3 years which included management of loan originations, underwriting, business development, portfolio management, and resource development.

• 

  Nonprofit Finance Fund

  • Greater New York City Area

  • Senior Business Development Associate

    • Oct 2015 - Aug 2016
    • Greater New York City Area

    Responsible for business development, loan origination, transaction structuring, and initial due diligence for mission based organizations in the Northeast Region. Researched, identified, developed, and secured new opportunities to achieve business goals. Performed financial analysis and prepared initial investment summary to present to credit committee. Managed the loan pipeline and coordinated the flow of relevant market- and sector-specific information to underwriting and portfolio management teams.

• 

  TruFund Financial Services

  • 1440 Broadway, New York, NY 10018

  • Manager of Loan Originations

    • Jan 2013 - Oct 2015
    • 1440 Broadway, New York, NY 10018

    Responsible for identifying, acquiring, and expanding community development lending to small businesses and nonprofit organizations through loan financing and technical assistance. Managed the loan process from origination through booking. Responsible for business development, credit analysis, underwriting, relationship management, and loan pipeline management.

• 

  Inclusiv

  • Greater New York City Area

  • Portfolio Officer

    • Jan 2012 - Dec 2012
    • Greater New York City Area

    Portfolio Officer for the Community Development Investment Program. Responsible for managing the Federation's $7 million portfolio of secondary capital investments and risk-shared deposits. Also responsible for relationship management, underwriting, due diligence, investor compliance, and quarterly reporting.

• 

  First Baptist Church of Lincoln Gardens

  • Director of Operations

    • Sep 2009 - Jan 2012

    Managed the operations and systems of an 80,000 sq. ft. facility with over 7,000 members on a 5 acre site. Managed a team of 5 employees responsible for facility operations and maintenance. Managed and coordinated use of the facility for special events.

• 

  SEO (Sponsors for Educational Opportunity)

  • Program Coordinator

    • May 2009 - Oct 2009

    Managed a cohort of 22 interns in Sales & Trading to prepare them for competitive internships at top financial service firms through intense training, mentoring, mock situations, and panel discussions.

• 

  J.P. Morgan

  • Portfolio Manager

    • Jul 2001 - Jan 2009

    Managed institutional accounts including mutual funds, co-mingled funds, and separate accounts. Performed credit analysis and security analysis to recommend attractive investment opportunities. Worked as a Portfolio Manager and Trader for the Investment Grade Corporate Team managing over 100 instituional accounts totaling $1bn in assets under management.