Results-driven professional with strong skills in financial analysis and effective communication. Proven track record in packaging loans and assessing credit worthiness to drive successful outcomes in SBA lending.
Overview
3
3
years of professional experience
Work History
Business Development Assistant
Venturus/Heritage Bank
Louisville
06.2024 - Current
Business Development Assistant under the Head of Originations/National Sales Manager.
Collected and packaged loans totaling $43 million in 2025.
Spread deals and determine credit worthiness by assessing DSCR and collateral.
Led the company Expeditious Program with pre-qualifications using reports such as Experian's Intelliscore, Duns & Bradstreet, Lumos, and Etran.
SBA Lending Associate
Venturus/Tandem Bank
Louisville
08.2023 - 05.2024
After a successful summer internship, I accepted the opportunity to stay on part-time while finishing up my last year of college.
Transitioned more into a processing role for the SBA Express Working Capital Loans.
Processed/underwrote 201 memos totaling $28.6 million in closed and sold volume.
SBA Lending Summer Intern
Venturus/Tandem Bank
Louisville
05.2023 - 08.2023
Spent the summer learning the fundamentals of SBA lending.
I was one of 20 to go through the ShatterBox Beta Cohort.
Primarily worked on pre-qualifying SBA Express Working Capital Loans up to $150,000 by pulling credit scores and ETRAN, using the Capital Access Financial System (CAFS).