At Bank of America, I managed a $50 million commercial asset portfolio and partnered with territory sales representatives to package, structure, and advance complex transactions through approval.
I evaluated purchase agreements, lease contracts, and financial statements to assess deal sustainability and alignment with pricing frameworks. I built data-driven business cases for transaction denials, working with underwriting to secure alternative structures and custom pricing approvals.
Previously at Charles Schwab, I served as an internal subject matter expert for Advisor Solutions, translating complex operational and documentation requirements into structured guidance for financial advisors.
I bring more than 15 years of commercial finance, deal operations, data integrity, and cross-functional problem solving experience. I also delivered specialized facial services at Fuchsia Spa while maintaining client retention, product sales, and membership targets.
