Summary
Overview
Work History
Education
Skills
Community Affiliations And Memberships
Awards
Hobbies and Interests
Affiliations
Certification
Languages
Timeline
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Rupande Shethna-Shrimankar

Irvine,CA

Summary

Businesses advisor providing outstanding customer-focused value benefit for 25 years with a proven track record of success in sales and management. Excellent people skills along with strong efficiencies in time management and following through on commitments. Outstanding entrepreneurial skills demonstrated through new ideas exercise with sales management. Team player and leadership quality with strong knowledge and understanding of marketplace, excellent analytical skill to understand complex SBA 7a, 504, USDA, B & I and Commercial loans.


Overview

30
30
years of professional experience
1
1
Certification

Work History

CEO

Absolute Financial, Inc.
01.2018 - Current
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Identified new revenue generation opportunities to maximize bottom-line profitability.
  • Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.

Loan Specialist

U.S. Small Business Administration
06.2020 - 02.2021
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Developed strong relationships with customers through high levels of customer service.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Collaborated with other departments to promptly process loan applications.
  • Examined customer loan applications for loan approvals and denials.
  • Explained very technical financial information to applicants in easy to understand language.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Developed systems to efficiently track loan documents and enhance accuracy.

Finance Broker

Absolute Financial
12.2007 - 12.2017
  • Possess SBA underwriting certificate through NAGGL,
  • Developed unique marketing ability through customized marketing campaigns, referral conducted through an expansive COI network, profit & Non- Profit organization, leading called calling techniques and also via financial training seminars in communities.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product including current changes in SBA world via SOP and industry most reputed Coleman Report.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance providing financial planning strategies and solution through evaluation of finances including ROI terms to find accurate solutions.
  • Prepared contracts and related documentation according to strict standards..
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.


VP Business Development Officer

Community South
04.2006 - 10.2007
  • Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.

Business Development Officer SBA

Banco Popular De Puerto Rico
11.2004 - 03.2006
  • Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
  • Built relationships with colleagues to facilitate teamwork, cooperation and success.
  • Trained to Initial underwrite and write ups for higher funding success Specialized in nationwide Franchise Financing in various industries Introduce Red Brick Pizza Franchise relation in CA and Las Vegas Accepted other duties as deemed necessary for Credit administration and executive management

Call Center Mortgage Consultant

Washington Mutual
04.2003 - 10.2004
  • Offered wide range of residential, commercial and construction loan in call center environment Cross sell and adhere to general bank regularity procedures Increased company revenue by $20 Million over 1 1/2 years with 150 new accounts Received letters of excellent service.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.


Stock Broker (Series 7 Licenses)

Paulson Investment
05.1997 - 03.2003
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Top Ten Producer in country award Managed over 20 Million in Asset holding top sales producer in rookie year
  • Participated in 6 private placements, IPO and generated 169% return on client's investment Established successful business via referral form COI Network, personal contacts, and cold calling technic
  • Conducted 3-4 seminars every 2-3 months to variety of individuals, groups, small offices, hospitals etc
  • Topics included disability insurance, mutual funds and retirement & financial planning and small business information Assisted manager in hiring and evaluating candidates for new broker position and expansion of new business.

Financial Adviser

Karr Barth Associate
11.1993 - 04.1997
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Conducted 3-4 seminars every 2-3 months to variety of individuals, groups, small offices, hospitals etc.

Education

Bachelor of Commerce - Accounting

University of Bombay
09.1982

Skills

  • Talent Development
  • Crisis Management
  • Microsoft and Adobe Suite
  • Photoshop,Publisher,Illustrator
  • Calyx Point
  • Quicken & QuickBooks
  • Financial Acumen
  • Turbo tax, [Advanced Proficiency]
  • Excellent Management and problem-Solving ability with communication, presentation and writing skills
  • Multilingual: Gujarati, English, and Hindi, Marathi, Urdu, Punjabi

Community Affiliations And Memberships

  • Affiliated with various Chamber of commerce.
  • Member Rotarian
  • Business, Cultural and Religious organizations

Awards

Top Area Producer Washington Mutual 2001 

Top Ten Producer in country award Paulson Investment 1998

Hobbies and Interests

  • Excellent artist using medium like water, oil, Acrylic, Charcoal paintings.
  • Domestic and International Travel
  • Reading

Affiliations

  • Toastmasters
  • Lions Club
  • Rotary International

Certification

  • Licensed Mortgage & Real Estate Broker - 2012-Current
  • SBA Underwritten Cert 101 NAGGL 2012


Languages

English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Elementary
Urdu
Elementary

Timeline

Loan Specialist

U.S. Small Business Administration
06.2020 - 02.2021

CEO

Absolute Financial, Inc.
01.2018 - Current

Finance Broker

Absolute Financial
12.2007 - 12.2017

VP Business Development Officer

Community South
04.2006 - 10.2007

Business Development Officer SBA

Banco Popular De Puerto Rico
11.2004 - 03.2006

Call Center Mortgage Consultant

Washington Mutual
04.2003 - 10.2004

Stock Broker (Series 7 Licenses)

Paulson Investment
05.1997 - 03.2003

Financial Adviser

Karr Barth Associate
11.1993 - 04.1997

Bachelor of Commerce - Accounting

University of Bombay

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Rupande Shethna-Shrimankar