Financial Planning and Analysis

• Develops resolution strategy on classified (special asset) loans to minimize losses on current loan portfolio.
• Analyzes financial plans, negotiates loan collection, restructuring/rehabilitation or exit, and recommends/oversees litigation, liquidation, upgrade or charge-off of loan.
• Protects the integrity of any applicable SBA or USDA guaranty while under FRG management by following all applicable SBA and USDA requirements.
• Responsible for loan management through the SBA lifecycle in accordance with bank policy and applicable SBA SOPs.

Senior Financial Recovery Representative – Special Assets

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Commercial Finance Manager

Senior Financial Analyst

Senior Manager, Strategic Planning, Network Strategy & Provider Experience

Senior Offer Development Strategist, Financial Planning & Coaching