Experience

• 

  The torsiello organization

  Jun 2017 - Sept 2017

  Assistant to bookkepper

  -Assisted in daily banking activities-Assisted the controller in filing for accounts payable and accounts receivable-Input vendor invoices into the computer -Posted incoming rent checks to the rent roster

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  The provident bank

  May 2018 - Aug 2018

  Sba lending intern

  -Worked with project managers to determine the qualification of applicants for a SBA loan -Independently analyzed corporate tax returns, personal tax returns, personal financial statements, and credit reports to determine liquidity and financial strength of applicants and presented my findings to the SBA Portfolio Manager-Prepared traditional cash flow analyses and personal cash flow analyses for applicants -Calculated global debt service coverages -Met with applicants applying for a SBA loan to deeper understand their business plan -Attended and assisted the SBA Portfolio Manager at Closings -Joined conference calls with brokers, active Borrower’s, and applicants-Scanned and imported loan documents into Borrower’s online files in preparation for audit-Updated and maintained active Borrower’s life, business, property, and hazard/flood insurance information daily -Lead a team internship project and presented to The Provident Bank Board of Directors Show less

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  Wintrust life finance

  Sept 2019 - now

  • Senior Loan Officer

    Aug 2023 - now

  • Loan Officer

    Jun 2021 - Aug 2023

  • Assistant Loan Officer

    Feb 2021 - Jun 2021

  • Loan Analyst

    May 2020 - Feb 2021

  • Jr. Loan Analyst

    Sept 2019 - May 2020