Experience

B:Side Capital + B:Side Fund

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Mar 2007 - Present

  Small Loan Program in Northeastern Rural Colorado Underwrite mortgage loans including financial analysis, cash flow coverage, overall credit worthiness Experience Servicing commercial loans including the SBA 504 loan. Also worked problem loans and workouts as well as liquidations. Attend trade shows and events to promote the loan program and the resources available to help entrepreneurs and small business owners Experience closing commercial loans. Completed the Risk… Show more Small Loan Program in Northeastern Rural Colorado Underwrite mortgage loans including financial analysis, cash flow coverage, overall credit worthiness Experience Servicing commercial loans including the SBA 504 loan. Also worked problem loans and workouts as well as liquidations. Attend trade shows and events to promote the loan program and the resources available to help entrepreneurs and small business owners Experience closing commercial loans. Completed the Risk Management Academy (RMA) Lending Academy I Course Completed four training courses on the SBA 504 loan program (training administered by NADCO – National Association of Development Companies) Show less



Lockton Companies of Colorado

• Account Manager

  • Jan 2004 - Mar 2007

  Serviced 25+ clients in the Diversified Markets Unit – client base included financial institutions, technology and healthcare industries Research and understand clients’ businesses to determine all the areas of risks and the optimal risk management solution – risk management consulting Prepare and present proposals that include comparisons and pricing and coverage options Mentor 3 different associates who aspire to move into the Account Manager position