Peyton Roman
Eagle Mountain,UT
Summary
SBA Underwriter with expertise in financial statement analysis, risk assessment, and credit evaluation. Skilled in Excel and data modeling, enhancing efficiency and ensuring compliance with SBA SOP and banking regulations. Demonstrated ability to manage resources effectively and eliminate inefficiencies. Strong adaptability facilitates rapid acquisition of new skills and independent work capabilities.
Overview
3
3
years of professional experience
Work History
SBA Document Review Specialist
Lendio
Lehi, UT
11.2024 - Current
- Calculated cash flow for over 400 SBA and term loan applications monthly
- Minimizing delays by 20% using tailored process improvements in Excel, leveraging XLOOKUP
- Coordinated monthly submission of 200 loan applications, upholding all federal and state regulatory requirements and internal guidelines
Invoicing Operations Specialist
Lendio, Inc
Lehi, Utah
04.2024 - 11.2024
- Crafted specialized Excel reports reviewing 8 months of invoicing data, strengthening team performance tracking and decision-making
- Optimized processes through centralization of essential records, eliminating inefficiencies
- Drafted extensive invoicing training documentation focusing on standard practices and tailored troubleshooting solutions
Accounts Receivable Clerk
Lendio
Lehi, Utah
10.2023 - 04.2024
- Championed pilot process reclaiming over $2.25 million in accounts receivable within 3 months, realizing 30% improvement
- Constructed Excel platform to manipulate 77 data points, eliminating previous two-day delay
- Directed invoicing processes for 60+ accounts daily while updating 100+ clients on IRS tax refunds
Tax Credit Advisor
Lendio, Inc
Lehi, Utah
08.2022 - 10.2023
- Facilitated $800M+ in SMB tax refunds, surpassing documentation standards
- Implemented outbound sales strategies, named most improved team member while sustaining top 5 performance for 5 consecutive months in department of 70+
- Optimized complex tax processes into structured training documents and resource sheets, elevating both sales performance and data acquisition methods
Education
Bachelor of Science - Business Management
Brigham Young University-Idaho
Rexburg, ID10-2025
Certificate - Basic Accounting
Ensign College
Salt Lake City, Utah01.2024
Skills
- Microsoft Excel and Office
- Data analysis and management
- Critical thinking and decision-making
- Financial spread analysis
- GAAP compliance
- Oracle NetSuite proficiency
Timeline
SBA Document Review Specialist
Lendio
11.2024 - Current
Invoicing Operations Specialist
Lendio, Inc
04.2024 - 11.2024
Accounts Receivable Clerk
Lendio
10.2023 - 04.2024
Tax Credit Advisor
Lendio, Inc
08.2022 - 10.2023
Bachelor of Science - Business Management
Brigham Young University-Idaho
Certificate - Basic Accounting
Ensign College
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