VP of Financial Programs

• Oct 2022 - Present

Program Related Investment Analyst

• Dec 2010 - Present

Responsible to research, develop, evaluate, and present competitive/market opportunities synchronous with SEF mission and make recommendations to the Director of Technical Services. Responsible to advise the Director of Technical Services on key planning issues, strategies and opportunities, as well as prepare monthly, quarterly, and annual reports outlining mission accomplishments with respect to financial contributions, disbursements and energy related metrics developed in each project.

Branch Manager

• Jul 2008 - May 2009

Responsibilities include the management of all aspects of a local bank branch including; deposits, customer and business development, loan applications, account servicing, fee management, training of staff, and the everyday functions of a $39 million dollar branch. Serving 1700 households. Responsibilities include the management of all aspects of a local bank branch including; deposits, customer and business development, loan applications, account servicing, fee management, training of staff, and the everyday functions of a $39 million dollar branch. Serving 1700 households.

Operations/Production Manager-AVP

• Apr 2000 - Jul 2008

A leader in the Prime and Subprime mortgage origination and servicing industry. Responsibilities include the management of the processing and underwriting of prime and subprime mortgage products within the company portfolio. Efficient utilization of time management to prioritize the daily work load from our sales partners. Specific achievements and responsibilities: -Underwriting and processing and sale of prime loans and sub-prime loans -Direct contact with customers -Managed a team of 8-13 underwriters and processors -Trained new hires to be top producers in a fast paced environment -Managed the # 1 underwriter/processor for 2 years -Was the #1 manager 2 years in a row and the # 1 manager 5 of the last 12 months. Show less

Branch Manager

• May 1999 - Apr 2000

An innovator in the mortgage origination and servicing industry. Responsibilities include developing present, new and former customers through a variety of lead sources. Managing and motivating ofbranch staff to successfully attain their personal goals. Handling all facets of the mortgage loan process: from the initial contact of the potential borrowers; preliminary application and underwriting of the mortgage application; identification and sale of the appropriate mortgage product to the right customer; loan closing; and once the loan is closed providing the highest levels of customer service. -Sales -Successfully gained in excess of two hundred thousand dollars net per month -Utilized numerous lead sources to assist in the development of the new business necessary to meet goals, both personal and by management -Management -Trained and managed four branch employees -implementation and training of a branch based delinquency reduction program Show less

Branch Manager

• Jun 1997 - May 1999

A leader in the consumer finance industry offering products and services to a diverse customer base. Responsibilities include providing loans to a diverse customer base. Maintaining a branch customer base in excess of 1200 accounts including over 150 mortgage customers, as well as, the everyday maintenance of a five million dollar branch. -Sales -Grew a three million dollar operation to a five million dollar operation in just under one year -Management -Trained and managed four branch employees -implementation and training of a branch based delinquency reduction program -Business Development -Developed an extensive retail base for generation of new customer base -Successfully managed the rate relationship to create a profitable retail portfolio Show less

Child Care Counselor

• Jun 1993 - Jun 1997

Care and supervision of emotionally disturbed children; overseeing the clients daily living skills; ran specialized groups which assisted the clients in re-acclimating to society after treatment was completed at Kids Peace. Assisted in the training of all new staff on the unit, as well as, the training of all company personnel in First Aid and CPR. Care and supervision of emotionally disturbed children; overseeing the clients daily living skills; ran specialized groups which assisted the clients in re-acclimating to society after treatment was completed at Kids Peace. Assisted in the training of all new staff on the unit, as well as, the training of all company personnel in First Aid and CPR.

Marketing and Special Events Assistant (internship)

• Jan 1993 - Mar 1993

Developed a survey program for the marketing department of the resort. Supervised all aspects of the program throughout the ski season. Including interviewing and hiring of the survey teams, compiling all of the data, and presenting the information for the use of the marketing department for the next season and beyond, through the use of an IBM marketing program. Developed a survey program for the marketing department of the resort. Supervised all aspects of the program throughout the ski season. Including interviewing and hiring of the survey teams, compiling all of the data, and presenting the information for the use of the marketing department for the next season and beyond, through the use of an IBM marketing program.