California Polytechnic State University-San Luis Obispo
September 2016 - June 2020
degree
Bachelor's
major
Finance
W
West Valley Community College
Work Experience
S
SmartBiz Loans
PPP Loan Specialist
January 2021 - present
company
SmartBiz Loans
title
PPP Loan Specialist
overview
- Assist the under-writing software by ensuring a valid PPP loan amount is submitted based on provided documents
- Reach out to clients via Salesforce to ensure proper documentation as well as discussing the loan terms
- Collaborating with cross functional teams to ensure the loans are moving efficiently through the pipeline