Chase Ulhorn

Chase Ulhorn

Teller

Followers of Chase Ulhorn462 followers
location of Chase UlhornSpringfield-Branson, Missouri Area

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  • Timeline

  • About me

    Vice President, Senior SBA Underwriter

  • Education

    • Missouri State University

      2015 - 2019
      Bachelor of Science - BS Finance

      Activities and Societies: National Society of Collegiate Scholars

    • Graduate School of Banking at Colorado

      2024 - 2026
  • Experience

    • Macon-Atlanta State Bank

      May 2014 - Aug 2016
      Teller
    • Guaranty Bank

      Aug 2016 - Apr 2017
      Teller
    • Simmons Bank

      Apr 2017 - May 2018
      Universal Banker

      Sell and process home equity, auto, and personal loans. Open and maintain all types of deposit accounts.

    • Legacy Bank and Trust

      May 2018 - Feb 2021

      Originate and service guaranteed loans through the SBA, USDA, and FSA programs. Manage, train, and operate the Guaranteed Lending division for the bank. Underwrite all Government Guaranteed loans for the bank ensuring eligibility in the different programs. Responsible for achieving goals for the division under the direction of executive management. Understand and communicate all necessary rules and regulations relating to Government Guaranteed Loan making to borrowers and staff. Manage processes from application through liquidation on government guaranteed loans. I maintain a heavy focus on compliance and eligibility for various programs. Mainly work with SBA loans and the complex framework of the 7(a) program. Attend trainings through NAGGL. Also assist lenders with FSA and USDA B&I loans. Lastly, I facilitate the mixture of New Market Tax Credit Lending with USDA guarantees on the leverage loans in a NMTC structure. Assist lenders with underwriting and risk management. Perform various forms of analysis to provide the bank with the necessary information to make an informed decision regarding the extension of credit. Perform analysis with multiple types of lending. Assist in the underwriting and servicing of all SBA related loans, ensuring eligibility and compliance with related regulations. Perform evaluations on properties to ensure collateral value. Perform various duties to help the bank succeed.

      • Senior Guaranteed Lending Underwriter

        Oct 2019 - Feb 2021
      • Guaranteed Lending Specialist

        Apr 2019 - Oct 2019
      • Credit Analyst

        May 2018 - Apr 2019
    • Acclivity Financial

      Feb 2021 - Jan 2023
      Vice President, SBA Underwriting
    • Midwest BankCentre

      Dec 2022 - now
      VP, Senior SBA Underwriter
  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg Terminal
      Feb 2019
    • NAGGL Lender Diploma

      NAGGL (National Association of Government Guaranteed Lenders)
      Feb 2021
  • Volunteer Experience

    • Small Lender Committee Member

      Issued by NAGGL (National Association of Government Guaranteed Lenders) on Feb 2021
      NAGGL (National Association of Government Guaranteed Lenders)Associated with Chase Ulhorn
    • Human Resources Assistant

      Issued by CoxHealth on Nov 2016
      CoxHealthAssociated with Chase Ulhorn
    • Education Volunteer

      Issued by Junior Achievement USA on Apr 2017
      Junior Achievement USAAssociated with Chase Ulhorn
    • Education Volunteer

      Issued by Junior Achievement USA on Apr 2018
      Junior Achievement USAAssociated with Chase Ulhorn
    • Volunteer

      Issued by Humane Society of Southwest Missouri on Jun 2018
      Humane Society of Southwest MissouriAssociated with Chase Ulhorn