World Business Lenders, LLC

Data Engineer

• Improved data pipelines (via automation) with quality checks to ensure data accuracy, consistency, and reliability throughout the entire data processing workflow, reducing manual intervention and minimizing errors.
• Migration of legacy systems to new systems, involving thorough analysis, seamless data transfer, and integration to enhance system performance and maintain continuity without disrupting existing operations.

Data Engineering Analyst

Manager

• Perform comprehensive risk management (liquidity, interest rate exposure, investments, ventures).
• Oversee and optimize daily liquidity management and cash positioning.
• Manage company investment activities and treasury planning.
• Develop and support financing strategies aligned with company growth.
• Maintain and strengthen relationships with banks and rating agencies.
• Ensure accurate and timely cash position reconciliation and bank reporting.
• Implement and improve treasury controls and procedures.
• Manage daily cash flow forecasting and reconciliation.
• Lead all bank reporting, payment approvals, and liquidity planning.
• Oversee treasury compliance and risk exposure analysis.
• Evaluate funding structures and recommend strategic financing solutions.
• Supervise treasury operations within the existing 2-person team.
• Partner with Sales and Operations on payment analysis and approvals.
• Continuously enhance internal treasury systems and processes.

Treasury Manager

Analyst

• Expertise in reviewing title commitments, thoroughly understanding the requirements and exceptions to ensure proper lien positioning.
• Proficient in analyzing legal documents such as deeds, mortgages, lien releases, corporate documents, and authorizations with keen attention to detail.
• Adept at interpreting legal descriptions, surveys, and title exceptions to guarantee accuracy and compliance.

Title Analyst

• Carefully review, prepare, and verify every piece of closing documentation and disclosures to ensure seamless transactions.
• Efficiently organize funding packages, confirm wire transfer amounts, and manage broker ACH payments with precision.
• Guarantee that all necessary loan documents are thorough and accurate before setting the closing date.
• Collaborate proactively to swiftly resolve any documentation challenges ahead of funding.

Closing Analyst

Executive Assistant

• Manage and maintain the CDAO’s calendar, including scheduling across multiple time zones
• Screen and prioritize emails, messages, and inbound requests
• Coordinate domestic and international travel, including detailed itineraries and logistics
• Prepare presentations and briefing materials (including working with dashboards and reports as needed)
• Support preparation and distribution of recurring reports and performance summaries
• Review reports and dashboards for completeness, consistency, and accuracy prior to distribution
• Help track and organize incoming analytics and reporting requests from stakeholders
• Ensure requests are clearly documented and aligned with business priorities
• Track and manage team initiatives, reporting timelines, and cross-functional deliverables via Monday.com
• Act as a liaison between teams and stakeholders to ensure alignment on priorities, timelines, and deliverables
• Summarize reports and key business updates into clear, concise briefings
• Prepare business cases and updates for leadership reviews and board-level materials
• Identify operational or reporting bottlenecks and escalate issues with recommended mitigation steps
• Assist in tracking documentation and compliance-related deliverables for the team
• Assist in coordinating with vendors, platform providers, and external partners
• Take notes during key meetings and ensure timely follow-ups on action items
• Handle expense reporting, invoice processing, and other financial matters
• Facilitate clear communication of directives, timelines, and expectations across stakeholders
• Assist with personal tasks as needed, maintaining a high level of trust and discretion

Executive & Personal Assistant – C-Suite Support

Operations

• Execute internal audits and conduct thorough operational reviews throughout the loan lifecycle, encompassing origination, underwriting, servicing, and collections.
• Spot and address process inefficiencies, operational risks, and control gaps within loan operations.
• Guarantee compliance with internal policies, procedures, and risk management standards.
• Contribute to the enhancement and fortification of internal controls within WBL’s lending operations.
• Deliver insightful audit findings along with actionable recommendations to elevate operational procedures and strengthen risk controls.
• Collaborate with management to oversee remediation efforts, ensuring prompt resolution of audit findings.

Loan Operations Internal Audit Analyst

Account Executive

• Create and implement a dynamic regional sales strategy for the vibrant areas of Atlanta, Nashville, Savannah, and along the beautiful South Carolina coast from Myrtle Beach to Hilton Head.
• Foster meaningful connections with property management companies, HOA/condo associations, and short-term rental investors.
• Seek out and connect with potential borrowers who are interested in cash-out refinancing for their short-term rental properties.
• Engage with clients to understand their needs and present the BNB Cashout product as the perfect solution.
• Boost loan origination volume by cultivating partnerships and following a consultative sales approach.
• Team up with leadership to enhance go-to-market strategies informed by market insights.
• Keep a steady pipeline of opportunities, from lead generation all the way to closing, ensuring that targets are consistently achieved.

Account Executive - Sales

General Counsel

• - Manage and monitor a non-performing real estate collateralized commercial loan portfolio, including REO, toward most effective and efficient resolution
• - Supervise, train and develop Asset Resolution Department staff
• - Conduct proactive and effective portfolio management in accordance with established performance standards
• - Monitor and manage commercial litigation/bankruptcy/foreclosure activities, functions and deadlines
• - Direct/monitor/liaise with in-house and outside attorneys, collection agencies and other vendors that support the loss mitigation effort
• - Interact with customers and their counsel
• - Negotiate and propose settlement agreements and bidding instructions
• - Monitor loss mitigation workout performance and loss severity trends
• - Implement and communicate loss mitigation decisions
• - Maintain delinquency and loss mitigation reporting, including trend analysis and assessment
• - Conduct comprehensive analysis of debtors' financial position, credit status, personal background, and historical payment performance
• - Facilitate negotiation and conflict resolution
• - Perform extensive quarterly review of portfolio being managed to confirm or reassess recovery estimates
• - Monitor related expenses (taxes, maintenance, utilities, fees, etc.) and timely propose protective advances
• - Participate in budget preparation for the Asset Resolution Department
• - Other projects and duties as assigned.

Asset Resolution Counsel

• Gather and review daily transactions across various banking portals
• Collaborate with relevant departments to investigate transactions for additional insights
• Categorize daily bank transactions according to their respective GL codes
• Execute weekly loan funding procedures
• Assemble weekly reports related to accounts payable transactions
• Record interest payments on notes payable
• Compile a monthly report detailing bank fees and charges
• Manage and support loan collections payment postings

General Ledger Reconciliation Analyst

• Make 100+ outbound calls per day to prospective clients using a manual dialer.
• Identify potential clients, qualify leads, and explain our financial products effectively.
• Maintain accurate records of calls, leads, and client interactions in the CRM.
• Follow up on inquiries and build long-term relationships with prospects.
• Collaborate with internal teams to ensure seamless onboarding and service delivery.
• Continuously learn about our products, the financial industry, and market trends

Data Engineering Analyst

Treasury Manager

Title Analyst

Closing Analyst

Executive & Personal Assistant – C-Suite Support

Loan Operations Internal Audit Analyst

Account Executive - Sales

Asset Resolution Counsel

General Ledger Reconciliation Analyst

Treasury Manager

ISO Sales Representative