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Steven B.

Steven B.

Intern

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location of Steven B.Trenton, New Jersey, United States

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  • Timeline

  • About me

    Director of CRA and Fair Lending Compliance at The Bank of Princeton

  • Education

    • Monmouth University

      2008 - 2012
      Bachelor of Science Business Administration, Finance; Advanced Information Technology, Information Technology

    • Monmouth University

      2014 - 2016
      Master of Business Administration (M.B.A.) Finance, General

  • Experience

    • Burgiss Group

      Oct 2010 - Jan 2011
      Intern

      Researched financial documents of private equity firms.

    • Fogel Neale Partners LLC

      Apr 2011 - Jul 2011
      Intern

      Learned and utilized the Bloomberg Terminal as well as researched and compared firms within the same industry.

    • United Teletech Financial Federal Credit Union

      Feb 2012 - Feb 2013

      • Closed loans electronically and funded the members’ accounts• Assisted in the opening of customer checking accounts and providing information on direct deposit and online banking• Communicated with the members of the Credit Union regarding the status of loans • Process daily banking transactions• Provided personable and prompt customer service to clients

      • Electronic Sales Associate

        Sept 2012 - Feb 2013

      • Peak Teller Services Associate

        Feb 2012 - Sept 2012

    • Provident Funding Associates L.P.

      Feb 2013 - Oct 2013
      Credit Analyst/ Loan Closer

      • Prescreened and closed mortgage loans• Communicated with mortgage brokers and lenders on loan placement in the company queue• Ordered wire for future funded loans

    • Colorado Federal Savings Bank

      Oct 2013 - Apr 2017

      • Supervises and manages daily warehouse operations and team members• Lead member of the bank’s conversion team to convert core banking system• Develops essential data reports to advise all levels of management • Created construction lending documents and procedures for closing of construction loans• Communicated with warehouse clients to manage daily operations, ordering wires, and assisting with accounts• Serviced draws on construction loans and ordering inspections on financed properties• Analyzed invoices, waivers and releases, creating and maintaining weekly reports and daily reconciliations

      • Assistant Vice President, Warehouse Lending Associate

        May 2016 - Apr 2017

      • Loan Administrator/ Loan Closer/ Warehouse Specialist

        Oct 2013 - May 2016

    • The Bank of Princeton

      Apr 2017 - now

      • Analyzes personal financial statements, corporate financial statements, federal tax returns and other financial reports• Prepares a complete underwriting package for commercial real estate and business loan requests• Evaluates the creditworthiness of the borrower• Manages the construction department • Processes construction loan advances by ordering inspections and title rundowns• Assists the accounting and reporting departments

      • AVP, Director of CRA and Fair Lending Compliance

        Oct 2024 - now

      • AVP, Portfolio Manager

        Apr 2017 - Oct 2024

  • Licenses & Certifications