Experience

United Community Bank

• United States
• Banking
• 500 - 600 Employee

• Portfolio Manager, VP

  • Feb 2020 - Present

  Responsible for providing credit and sales support to our Commercial Banking Relationship Managers. Portfolio Management actively participates and assists in all aspects of the loan process including joint calling, underwriting, and preparation of credit approval packages. Responsible for providing credit and sales support to our Commercial Banking Relationship Managers. Portfolio Management actively participates and assists in all aspects of the loan process including joint calling, underwriting, and preparation of credit approval packages.



MTAG Financial

• United States
• Financial Services
• 1 - 100 Employee

• Asset Manager

  • Sep 2017 - Feb 2020

  Oversaw a portfolio of tax lien investments. Asset Management works closely with 3rd party brokers, attorneys, and property managers to provide direction and oversight of asset disposition plans, legal foreclosure filings, and property sales management. Oversaw a portfolio of tax lien investments. Asset Management works closely with 3rd party brokers, attorneys, and property managers to provide direction and oversight of asset disposition plans, legal foreclosure filings, and property sales management.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Trade Support Manager - Loan Syndications and Trading

  • Nov 2015 - Sep 2017

  Managed a team of 6 analysts providing operational support for our Par and Distressed Loan Trading desk as well as our Principal Investment/Alternative Investment Management desk. Our Loan Trade Support team provided reporting, trade settlement, account setup/maintenance, and cash management services to our internal line partners.

• Commercial Loan Analyst

  • Jul 2012 - Nov 2015

  Oversaw a portfolio of syndicated loans where Wells Fargo was agent bank. Our team provided reporting, cash management, and ad-hoc support to our external commercial clients, syndicate investors, and internal line partners. I supported multiple business lines including our Asset Backed Finance, Energy Capital, and Credit Resolution bank groups.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Intern

  • Aug 2011 - Dec 2011