Experience

Ascendus

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Credit Risk and Loan Servicing

  • Mar 2021 - Present

• Director - SBA Lending

  • 2015 - Mar 2021

  • Execute the strategy to market, process and report outcomes of the SBA Community Advantage program, achieving or exceeding planned program outcomes.• Create and foster new business relationships with banks, foundations, community organizations and customers, educating the diverse audiences on programs and regulations through meetings, events, workshops and communications.• Compile data, conduct research and determine optimal locations within region that will generate high ROI and positively engage the community.• Identify and develop new fundraising opportunities.• Contribute to success of the development, implementation and direct-relationships of SBA program for several states. Program is ranked #11 in the nation.

• Regional Manager - Central and North Florida

  • 2013 - 2015

  • Increased market presence through new partnerships with banks and community organizations, resulting in higher loan volume, increase of portfolio size and increase of technical assistance to small businesses.• Executed strategy for expansion to new markets, presenting the organization to prospective partners and donors.• Managed regional and online lending teams, providing coaching, professional development opportunities and increase staff retention.• Managed operations of offices and provided mentorship to Team Leaders to develop management skills.• Managed regional loan portfolio with focus on quality and customer retention.

• Regional Manager - New England and Online

  • 2011 - 2013

  • Increased market presence through new partnerships with banks and community organizations, resulting in higher loan volume, increase of portfolio size and increase of technical assistance to small businesses.• Executed strategy for expansion to new markets, presenting the organization to prospective partners and donors.• Managed regional loan portfolio with focus on quality and customer retention.• Managed regional loan portfolio with focus on quality and customer retention.• Managed regional and online lending teams, providing coaching, professional development opportunities and increase staff retention.• Executed the outreach strategy for the Brazilian entrepreneurial community in New England, increasing the the loan portfolio share 55% from 5%.• Managed operations of offices and provided mentorship to Team Leaders to develop management skills.

• Team Leader - Senior Business Consultant

  • 2009 - 2011

  • Provided support to Program Director to manage lending team. • Executed the outreach strategy for the Brazilian entrepreneurial community.• Increased market presence through new partnerships with banks and community organizations.

• Business Consultant

  • 2007 - 2009



System4 of Boston

• United States
• Facilities Services

• Operations Manager

  • 2005 - 2007



WE Language School (Wizard Franchise)

• General Manager

  • 2002 - 2005