Brian B. Stoll
Debary,FL
Summary
Results-driven Financial Professional with expertise in risk assessment, financial analysis, and regulatory compliance. Known for high productivity and efficient task completion. Strong communication, creative problem-solving, and negotiation skills ensure successful interactions with a data-driven entrepreneurial skillset.
Overview
23
23
years of professional experience
Work History
Loan Specialist
US Small Business Administration (Contractor)
Orlando , FL
2020.05 - Current
- Worked on multiple projects/systems - Servicing, Liquidation, PPP, RRF Program (Top Auditor), CAF's System
- Reviewed loan applications and credit information to determine potential customers' eligibility for loans. Analyzed financial statements of clients to assess their ability to repay loans. On-going communication with clients through weekly calling program/email.
- Audit program applicants and lenders for compliance in conjunction with KNC, and identifying Fraud and making referrals to OIG.
Mcinerney Financial Group
Orlando , FL
2019.01 - 2020.04
- Maintained Client Profiles, Firm's database for annuity sales and asset gathering.
- Prepared detailed reports on financial status of clients' investments and worked with clients to review and recommend Required Annual Distributions and investment allocations.
- Managed portfolio performance by monitoring changes in markets, updated market databases, client objectives, and risk tolerance levels.
Analyst/Administrator Contractor
Allan M. Dombrow, CPA
Coral Springs , FL
2018.07 - 2020.01
- Maintained and underwrote to lenders' product and underwriting database.
- Compiled Financial Statements, Projections, Cash Flow and break-even analysis.
Digital Risk
Orlando , FL
2013.05 - 2018.07
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times. Pipelines of 30 to 50 loan applications/closings per month depending on project. Communicated regularly with customers, loan officers, and underwriting throughout the entire process. Analyzed data and calculated income, assets, liabilities, and credit history to determine risk factors associated with each loan application and underwrote to Investor Guidelines.
- Conducted quality control reviews on closed loans for accuracy, and compliance with Federal Law. Audit and assess portfolio and loan performance as part of Investor guidelines
Magic Financial Services, Inc. and Magic Properties & Investments, Inc.
Longwood , FL
2001.09 - 2011.12
- Client Calling and Referral Networking
- Create Lending Underwriting Criteria Matrix to maximize client needs / Minimize Lender Risks
- Guided applicants through the loan process to closing
- Establish marketing programs for Calling, Mail, and E-mail campaigns based on niche industry marketing to centers of influence (CCIM's, accountants, and attorneys)
- Product knowledge and implementation of USDA, VA, and FHA Loan Programs.
- Helped increase firm revenue from by 125% from 2002 to 2006 by increasing product lines and implementing direct lending programs (SBA 504 program).
Education
Bachelors of Business Administration -
University of Wisconsin – Whitewater
Skills
- Outbound / Sales
- Customer Service
- Mortgage and Loan Production
- Contact Management Experienced
- Bank Compliance Proficiency
- Data Analysis / Market Research
- Marketing Plan Development
- Credit analysis and underwriting
- Portfolio Management
- Loan Servicing
- Research Issues/Solve Problems
- Loan Processing
- Interpret Contracts/Guidelines
- Financial Budgeting
Specialized Training and Achievements
- Finance Committee – Community United Methodist Church (6 years); Youth Volunteer 8 years
- SIE Certification and Series 65 RIA Test Completion (3/24) and Series 7 Ready (Need sponsorship)
- Licensed Insurance Agent – Life and Health since 09/2018
- Licensed Mortgage Broker in Florida from 2001 to 2012 (NMLS # 321769) / Real Estate Salesperson in Florida from 2003 to 2011
- CCIM Candidate (Commercial Real Estate Development Program) Coursework - 101, 102, 103, and 104
- Bank achieved SBA CLP status under my SBA Department Direction
- Originated $8.0 MM in SBA 7a Business and grew to $15.2 MM by year 3
- Incorporate Secondary Market Sale of SBA Guaranteed Portfolio to achieve 125% of Bank Profitability Target
References
References available upon request.
Timeline
Loan Specialist
US Small Business Administration (Contractor)
2020.05 - Current
Mcinerney Financial Group
2019.01 - 2020.04
Analyst/Administrator Contractor
Allan M. Dombrow, CPA
2018.07 - 2020.01
Digital Risk
2013.05 - 2018.07
Magic Financial Services, Inc. and Magic Properties & Investments, Inc.
2001.09 - 2011.12
Bachelors of Business Administration -
University of Wisconsin – Whitewater
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