Results-driven financial partner with strong documentation and multitasking skills. Experienced in overseeing operations and enhancing cash management processes, contributing to improved efficiency and customer satisfaction.
Overview
3
3
years of professional experience
Work History
Financial Partner
Heritage Financial Credit Union
Wappingers Falls, NY
02.2026 - Current
Loan products and tailored financing solutions to drive portfolio growth
Target outreach to new business memberships and identifying needs and cross-selling products
oversee accounts and loan intake,ensuring seamless funding processes aligned with compliance standards
conduct comprehensive loan underwriting and closing for all loans , mitigating risk and accelerating deal closure timelines
expertise in diverse business structures, including sole proprietorships,LLC's and corporations.
Lead engagements with members, articulating commercial loan products.
Lead Associate
Fanatics
Highland Falls, NY
04.2023 - 04.2025
Responsible for overseeing daily operations, managing team performance and ensuring excellent customer service.