Education
UCLA
BA, Economics 1985-01-01 - 1989-01-01Work Experience
Newtek Business Finance, LLC (NASDAQ: NEWT)
Current
Newtek Business Finance, LLC (NASDAQ: NEWT)
Opus Bank
2016-01-01 - 2017-01-01
Opus Bank
Regions Bank
2011-01-01 - 2016-01-01
Regions Bank
SolomonEdwards
2009-01-01 - 2011-01-01
SolomonEdwards
Spirit Realty Capital, Inc (NYSE: SRC)
2007-01-01 - 2009-01-01
Spirit Realty Capital, Inc (NYSE: SRC)
Skills
Summary
With over 12 years of experience in credit underwriting, loan review, and asset management, I am a VP Credit Underwriter at Newtek Business Finance, LLC, a leading provider of financial solutions for small and medium-sized businesses. I hold a BA in Economics from UCLA and have strong skills in portfolio management, investments, and ad hoc analysis. In my current role, I lead and train a team of underwriters who process and close $350 million annually in commercial loans for various industries, such as franchise businesses, hotels, wholesalers, technology companies, start-up businesses, service providers, and manufacturers. I perform credit risk analysis, financial modeling, and valuation for loan types that include acquisition, recapitalization, de novo, expansion, and construction. I also present the investments to the Investment Committee on a weekly basis and manage the portfolio reporting and monitoring functions. My goal is to provide high-quality and timely solutions for the business owners and the company.