Experience

B:Side Capital + B:Side Fund

• United States
• Financial Services
• 1 - 100 Employee

• SBA Loan Officer

  • Apr 2021 - Present

  - Loan Origination and Approval – Attending prospect and approval meetings which include potential small business applicants and partner lenders ; - Underwriting: Preparing complete financial analysis and loan presentations that accurately portray the project to both the Colorado Lending Source Loan Committee and the Small Business Administration; - Reviewing appraisal and environmental reports and determine if they meet SBA requirements; - Business Development: - Developing new relationships with partner lenders and other financial resources; - Participating in training opportunities to support the mission; - Providing support and oversight throughout application process through loan approval;



Freelance

• Denver, Colorado, United States

• Small Business Consultant

  • Feb 2021 - Apr 2021

  Supporting small businesses and entrepreneurs with tools and resources, such as: - Business plans and market analysis; - Financing preparedness and planning; - Virtual selling tools; - Supervision of speaking engagements and virtual conferences. Supporting small businesses and entrepreneurs with tools and resources, such as: - Business plans and market analysis; - Financing preparedness and planning; - Virtual selling tools; - Supervision of speaking engagements and virtual conferences.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Development Officer

  • Aug 2017 - Dec 2020

  • Identified and tracked relevant metrics of success. Headed marketing activities and designed business development plans for the small business customer strategy. Ensured high quality service delivery to enhance customer satisfaction and generate customer loyalty.• Collaborated with Regional Business Relationship Managers to discuss client-appropriate business products and services including deposit and treasury products, SBA loans, complete pipeline reviews and onboard customers.• Hand picked to be part of the National BDO Council to help provide feedback to leadership and collaborate on developing new strategies and improve processes.

• Senior Business Banking Specialist

  • Aug 2016 - Aug 2017

  • Worked closely with cross-functional teams to establish expectations around self-performance, client sources and execution • Generated book of business and grew existing customer of the bank by coaching bankers inside the branch and finding opportunities outside the branch via research and outreach activities

• Business Banking Specialist

  • Apr 2015 - Aug 2016

  • Reviewed accounts and products, made recommendations based on client requests and customer needs.• Collaborated with Tellers, Mortgage Bankers and Private Bankers to involve me with any business clients to put forward a whole team approach to generate customer segment growth

• Personal Banker

  • Jul 2013 - Apr 2015

  • Worked with business and consumer clients on both a walk-in and set appointment basis• Developed and maintained relationships with internal partners to maximize sales opportunities

• Teller/Lead Teller

  • Jun 2012 - Jul 2013

  • Worked closely with Service Manager on a number of tasks such as: workflow scheduling, transaction approvals, vault operations, teller training and supervision• Introduced customers to new products and services by collaborating with the sales team to generate new accounts



Ministerul Apararii Nationale

• Romania
• Armed Forces
• 700 & Above Employee

• Communications Specialist

  • Jan 2009 - Aug 2011

  - Configuring communication and data systems - Maintenance of communication and data equipment - Configuring communication and data systems - Maintenance of communication and data equipment



Ambient

• Romania
• Wholesale Building Materials
• 1 - 100 Employee

• Sales Representative

  • Feb 2008 - Nov 2008

  - Sold furniture by presenting the product to costumers in the showroom - Supplied the showroom with furniture from the warehouse - Kept track of stock records and discounts or items on sale - Maintained cleanliness in the showroom - Took part in trade shows and other marketing events - Assembling and arranging merchandise for showroom presentation - Sold furniture by presenting the product to costumers in the showroom - Supplied the showroom with furniture from the warehouse - Kept track of stock records and discounts or items on sale - Maintained cleanliness in the showroom - Took part in trade shows and other marketing events - Assembling and arranging merchandise for showroom presentation