At iBusiness Funding, I analyzed and credit-decisioned conventional commercial loan applications up to $250,000, using individual approval authority up to $100,000 to manage risk and protect institutional assets.
I've served as an SBA 7(a) subject matter expert, supporting sales, underwriting, and closing through guidance, training, third-party vendor management, and compliance reporting for SBA and USDA departments.
I also helped map and train an internal Generative AI program that integrated conventional underwriting policies into LLM-based summaries and risk-flagging workflows. I created step-by-step video training modules for complex conventional underwriting and closing processes.
Earlier, I supported SBA business development at Fountainhead Lending by qualifying loan prospects and building a shared Excel and OneDrive tracking system for client documentation. Across banking, lending, insurance, and operations, I bring more than 15 years of customer-service experience and a detail-oriented focus on process improvement.
