Newtek Small Business Finance
Industry: Company
DescriptionFounded: 1994 Parent organization: NEWTEK Business Services Corp
Newtek Small Business Finance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Newtek Small Business Finance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Newtek Small Business Finance Employees
Employee
Years
Job
Industry
Rachael Hooten (Melton) Rachael Hooten (Melton)'s Newtek Small Business Finance Experience 2015 - 2015
Job SBA Underwriter at First State Bank
Industry Banking
Experience
First State March 2014 - Present
Newtek Small Business Finance 2015 - 2015
SmartBank March 2012 - March 2014
Community South Bank August 2008 - March 2012
Community South Bank December 2006 - August 2008
Education
Maryville College 2002 — 2006
Bachelor's Degree, Business Management/Accounting
First State March 2014 - Present
Newtek Small Business Finance 2015 - 2015
SmartBank March 2012 - March 2014
Community South Bank August 2008 - March 2012
Community South Bank December 2006 - August 2008
Education
Maryville College 2002 — 2006
Bachelor's Degree, Business Management/Accounting
Lance Sexton Lance Sexton's Newtek Small Business Finance Experience November 2012 - January 2014
Job Senior Vice President Commercial/ SBA Lending/Special Assets at Legacy National Bank
Industry Financial Services
Experience
Legacy National Bank September 2015 - Present
Coleman Publishing June 2014 - Present
Prudent Lenders January 2014 - September 2015
Newtek Small Business Finance November 2012 - January 2014
US Small Business Administration August 2009 - November 2012
Deloitte April 2009 - August 2009
Quantum/ FDIC May 2008 - April 2009
ANB Financial September 2007 - May 2008
First Western Bank April 2004 - September 2007
Simmons First Bank January 2004 - April 2004
Skills
Small Business Ownership, Business Planning, Small Business Lending, Asset Management, Assets Recovery, asset disposition, Small Business, Commercial Lending, Asset Managment, Loans, Asset, Marketing, New Business Development, Strategic Planning, Public Speaking, Financial Analysis, Mortgage Lending, Investments, Managing Organized..., Credit Analysis, Banking, Retail, Credit, Portfolio Management, Finance, Leadership, Budgets, Mergers & Acquisitions, Training, Real Estate, Management, Entrepreneurship, Loan Servicing, Program Management, Sales, Underwriting, Insurance, Risk Management, Investment Properties, Financial Services, SBA, Loan Origination, Cash Flow, Executive Management, Credit Risk, Commercial Banking, Strategic Financial..., Consumer Lending, Selling, Managerial Finance
Education
Federal Executive Institute 2010 — 2010
Certificate of Completion, Federal Executive Management
Southern Methodist University - Cox School of Business 2005 — 2005
Completion Certificate, ABA National Commercial Lending School
University of Arkansas at Fayetteville 1982 — 1983
MBA, Finance
University of Arkansas 1979 — 1982
BSBA, Marketing/Finance
University of Central Arkansas 1978 — 1979
Business Administration
Clarksville High School 1974 — 1978
High School Diploma, High School Courses, DECA
Legacy National Bank September 2015 - Present
Coleman Publishing June 2014 - Present
Prudent Lenders January 2014 - September 2015
Newtek Small Business Finance November 2012 - January 2014
US Small Business Administration August 2009 - November 2012
Deloitte April 2009 - August 2009
Quantum/ FDIC May 2008 - April 2009
ANB Financial September 2007 - May 2008
First Western Bank April 2004 - September 2007
Simmons First Bank January 2004 - April 2004
Skills
Small Business Ownership, Business Planning, Small Business Lending, Asset Management, Assets Recovery, asset disposition, Small Business, Commercial Lending, Asset Managment, Loans, Asset, Marketing, New Business Development, Strategic Planning, Public Speaking, Financial Analysis, Mortgage Lending, Investments, Managing Organized..., Credit Analysis, Banking, Retail, Credit, Portfolio Management, Finance, Leadership, Budgets, Mergers & Acquisitions, Training, Real Estate, Management, Entrepreneurship, Loan Servicing, Program Management, Sales, Underwriting, Insurance, Risk Management, Investment Properties, Financial Services, SBA, Loan Origination, Cash Flow, Executive Management, Credit Risk, Commercial Banking, Strategic Financial..., Consumer Lending, Selling, Managerial Finance
Education
Federal Executive Institute 2010 — 2010
Certificate of Completion, Federal Executive Management
Southern Methodist University - Cox School of Business 2005 — 2005
Completion Certificate, ABA National Commercial Lending School
University of Arkansas at Fayetteville 1982 — 1983
MBA, Finance
University of Arkansas 1979 — 1982
BSBA, Marketing/Finance
University of Central Arkansas 1978 — 1979
Business Administration
Clarksville High School 1974 — 1978
High School Diploma, High School Courses, DECA
Karen Algios Karen Algios's Newtek Small Business Finance Experience June 2012 - Present
Job SBA Portfolio Manager at Newtek Small Business Finance
Industry Financial Services
Experience
Newtek Small Business Finance June 2012 - Present
Sovereign Bank October 2005 - March 2012
JPMorgan Chase 2003 - 2004
JPMorgan Chase 1999 - 2003
Skills
Portfolio Management, Credit, Banking, Risk Management, Small Business, Small Business Lending, Leadership, Sales, Loans, Customer Service, New Business Development, Team Building, Loan Origination, Time Management, SBA, Negotiation, Real Estate, Management
Education
New York Institute of Technology-Old Westbury 1981 — 1984
BFA, Bachelor of Fine Arts
The Wheatley School
Newtek Small Business Finance June 2012 - Present
Sovereign Bank October 2005 - March 2012
JPMorgan Chase 2003 - 2004
JPMorgan Chase 1999 - 2003
Skills
Portfolio Management, Credit, Banking, Risk Management, Small Business, Small Business Lending, Leadership, Sales, Loans, Customer Service, New Business Development, Team Building, Loan Origination, Time Management, SBA, Negotiation, Real Estate, Management
Education
New York Institute of Technology-Old Westbury 1981 — 1984
BFA, Bachelor of Fine Arts
The Wheatley School
Samantha Razon Samantha Razon's Newtek Small Business Finance Experience June 2013 - August 2014
Job Accounting Intern at Newtek Business Services
Industry Accounting
Experience
Newtek Business Services July 2015 - Present
Ralph's Famous Italian Ices May 2007 - Present
Newtek Small Business Finance June 2013 - August 2014
Skills
Accounting, Management, Financial Accounting, Microsoft Excel, Teamwork, Payroll, General Ledger, Accounts Payable, Financial Analysis, Microsoft Office, Social Networking, Microsoft Word, PowerPoint, Outlook, Facebook, Problem Solving, Finance, Bookkeeping, Financial Reporting, Invoicing, Time Management, Accounts Receivable, New Business Development, Customer Service, Bank Reconciliation, AMS360, Accruals, Loan Documents, Journal Entries, Financial Statements, Cost Accounting, Spreadsheets, Cash Management, MAS500, Cash Flow Statements, Fund Accounting, Easily Adaptable, Business Strategy, Organization Skills, Financial Statement..., Employee Relations, Account Reconciliation, Business Networking, Data Analysis, Business Planning, Corporate Blogging, Preparation, Cash Flow, Social Media, Research
Education
Hofstra University 2015 — 2016
Master's Degree, Taxation, 4.0
Hofstra University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.6
Newtek Business Services July 2015 - Present
Ralph's Famous Italian Ices May 2007 - Present
Newtek Small Business Finance June 2013 - August 2014
Skills
Accounting, Management, Financial Accounting, Microsoft Excel, Teamwork, Payroll, General Ledger, Accounts Payable, Financial Analysis, Microsoft Office, Social Networking, Microsoft Word, PowerPoint, Outlook, Facebook, Problem Solving, Finance, Bookkeeping, Financial Reporting, Invoicing, Time Management, Accounts Receivable, New Business Development, Customer Service, Bank Reconciliation, AMS360, Accruals, Loan Documents, Journal Entries, Financial Statements, Cost Accounting, Spreadsheets, Cash Management, MAS500, Cash Flow Statements, Fund Accounting, Easily Adaptable, Business Strategy, Organization Skills, Financial Statement..., Employee Relations, Account Reconciliation, Business Networking, Data Analysis, Business Planning, Corporate Blogging, Preparation, Cash Flow, Social Media, Research
Education
Hofstra University 2015 — 2016
Master's Degree, Taxation, 4.0
Hofstra University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.6
Keagan Grundelingh Keagan Grundelingh's Newtek Small Business Finance Experience April 2015 - August 2015
Job Real Estate at Monogram Residential Trust
Industry Real Estate
Experience
Monogram Residential Trust August 2015 - Present
Newtek Small Business Finance April 2015 - August 2015
Camden Property Trust May 2014 - April 2015
Greystar May 2013 - May 2014
Scottrade May 2012 - August 2012
Marriott International January 2008 - August 2011
Renaissance Boca Raton Hotel October 2009 - July 2011
Walt Disney World June 2008 - August 2008
Skills
Managerial Finance, Financial Accounting, Marketing Strategy, Operations Management, Strategic Planning, Microsoft Office, Marketing, Budgeting, Leadership, Project Management, Data Analysis, Business Writing, Communication, Spreadsheets, Software, Hospitality Management, Public Speaking, Economics, Administration, Customer Service, Marriott Guestware..., Yieldstar Software, OneSite Software, Yardi Software, QuickBooks, Marriott Property..., Marriott Marsha Software, Management
Education
Florida Atlantic University
Bachelor's Degree, Marketing Major, Hospitality Management Minor, and Finance Risk Management Certificate.
Monogram Residential Trust August 2015 - Present
Newtek Small Business Finance April 2015 - August 2015
Camden Property Trust May 2014 - April 2015
Greystar May 2013 - May 2014
Scottrade May 2012 - August 2012
Marriott International January 2008 - August 2011
Renaissance Boca Raton Hotel October 2009 - July 2011
Walt Disney World June 2008 - August 2008
Skills
Managerial Finance, Financial Accounting, Marketing Strategy, Operations Management, Strategic Planning, Microsoft Office, Marketing, Budgeting, Leadership, Project Management, Data Analysis, Business Writing, Communication, Spreadsheets, Software, Hospitality Management, Public Speaking, Economics, Administration, Customer Service, Marriott Guestware..., Yieldstar Software, OneSite Software, Yardi Software, QuickBooks, Marriott Property..., Marriott Marsha Software, Management
Education
Florida Atlantic University
Bachelor's Degree, Marketing Major, Hospitality Management Minor, and Finance Risk Management Certificate.
James Kahler James Kahler's Newtek Small Business Finance Experience June 2008 - October 2008
Job Vice President / SBA Credit & Operations Manager First United Bank
Industry Banking
Experience
NTAGGL January 2014 - Present
First United Bank February 2012 - Present
Independent Bank of Texas March 2011 - February 2012
Texans Credit Union November 2008 - March 2011
Newtek Small Business Finance June 2008 - October 2008
SBA Consulting LLC September 2007 - October 2008
First Heritage Capital July 2007 - June 2008
Popular Small Business Capital April 2006 - June 2007
Amresco Indepdence Funding 2000 - 2003
US Small Business Administration February 1994 - December 1996
Skills
Loans, Small Business Lending, Underwriting, Government, Marketing Strategy, Banking, Credit, Commercial Lending, Finance, Portfolio Management, Loan Origination, Management, Commercial Mortgages, SBA, Executive Management, Loan Servicing, Small Business, Mergers & Acquisitions, Credit Analysis, Commercial Banking, Leadership, Business Development, Real Estate
Education
Baylor University - Hankamer School of Business 1986 — 1993
MBA, Marketing/Entrepreneurship
NTAGGL January 2014 - Present
First United Bank February 2012 - Present
Independent Bank of Texas March 2011 - February 2012
Texans Credit Union November 2008 - March 2011
Newtek Small Business Finance June 2008 - October 2008
SBA Consulting LLC September 2007 - October 2008
First Heritage Capital July 2007 - June 2008
Popular Small Business Capital April 2006 - June 2007
Amresco Indepdence Funding 2000 - 2003
US Small Business Administration February 1994 - December 1996
Skills
Loans, Small Business Lending, Underwriting, Government, Marketing Strategy, Banking, Credit, Commercial Lending, Finance, Portfolio Management, Loan Origination, Management, Commercial Mortgages, SBA, Executive Management, Loan Servicing, Small Business, Mergers & Acquisitions, Credit Analysis, Commercial Banking, Leadership, Business Development, Real Estate
Education
Baylor University - Hankamer School of Business 1986 — 1993
MBA, Marketing/Entrepreneurship
Jared Kogan's Newtek Small Business Finance Experience October 2009 - September 2011
Job Manager of Partner Relations at OnDeck
Industry Financial Services
Experience
OnDeck April 2015 - Present
On Deck Capital, Inc. September 2011 - April 2015
Newtek Small Business Finance October 2009 - September 2011
Loans of America May 2004 - October 2009
CB Richard Ellis May 2008 - September 2009
ABB CONCISE Optical Group May 2007 - August 2007
Blueprint Properties May 2006 - August 2006
Skills
Business Development, Sales, Strategy, Loans, Valuation, Account Management, Small Business Lending, Commercial Lending, Merchant Services, Portfolio Management, Credit, Financial Analysis, Investments, Banking, CRM, Credit Analysis, Financial Modeling, Underwriting, Relationship Management, Finance, Real Estate, Analysis, Risk Management, Corporate Finance, Entrepreneurship, Small Business, Executive Management, Investment Properties, Financial Services, Credit Risk, Venture Capital, Sales Management, Due Diligence, Start-ups, Mergers & Acquisitions, Asset Based Lending, Loan Origination, Financial Risk, Asset Management, New Business Development, Private Equity, Credit Cards, Strategic Partnerships, Mortgage Lending, Business Strategy, Business Planning, Structured Finance, Equities, Leadership, Factoring
Education
Indiana University - Kelley School of Business 2005 — 2008
BS, Finance
Indiana University Bloomington 2005 — 2008
BS, Business, Finance, Real Estate, Operations Management
OnDeck April 2015 - Present
On Deck Capital, Inc. September 2011 - April 2015
Newtek Small Business Finance October 2009 - September 2011
Loans of America May 2004 - October 2009
CB Richard Ellis May 2008 - September 2009
ABB CONCISE Optical Group May 2007 - August 2007
Blueprint Properties May 2006 - August 2006
Skills
Business Development, Sales, Strategy, Loans, Valuation, Account Management, Small Business Lending, Commercial Lending, Merchant Services, Portfolio Management, Credit, Financial Analysis, Investments, Banking, CRM, Credit Analysis, Financial Modeling, Underwriting, Relationship Management, Finance, Real Estate, Analysis, Risk Management, Corporate Finance, Entrepreneurship, Small Business, Executive Management, Investment Properties, Financial Services, Credit Risk, Venture Capital, Sales Management, Due Diligence, Start-ups, Mergers & Acquisitions, Asset Based Lending, Loan Origination, Financial Risk, Asset Management, New Business Development, Private Equity, Credit Cards, Strategic Partnerships, Mortgage Lending, Business Strategy, Business Planning, Structured Finance, Equities, Leadership, Factoring
Education
Indiana University - Kelley School of Business 2005 — 2008
BS, Finance
Indiana University Bloomington 2005 — 2008
BS, Business, Finance, Real Estate, Operations Management
Denise Pastore, CPA Denise Pastore, CPA's Newtek Small Business Finance Experience June 2013 - Present
Job Loan Analyst at Newtek Small Business Finance
Industry Accounting
Experience
Newtek Small Business Finance June 2013 - Present
The CIT Group March 2011 - October 2012
THE CIT GROUP July 2010 - February 2011
The CIT Group May 2004 - July 2010
The CIT Group January 2000 - April 2004
The CIT Group November 1993 - December 1999
SYMBOL TECHNOLOGIES, INC November 1991 - July 1993
AMERICAN EXPRESS COMPANY November 1987 - October 1991
ARTHUR ANDERSEN & COMPANY August 1985 - October 1987
Skills
Peoplesoft, Loan IQ,..., Accounting, Cash Management, Accounts Receivable, PeopleSoft, Financial Accounting, Hyperion Enterprise, Forecasting, Financial Modeling, Microsoft Excel, Internal Audit, Analysis, Essbase, Finance, Risk Management, Banking, Corporate Finance, Credit, Budgets, Credit Analysis, Mergers & Acquisitions, Income Statement, Portfolio Management, Business Planning, Strategic Financial..., Accounts Payable, Auditing, Account Reconciliation, CPA, Tax, Due Diligence, Sarbanes-Oxley, Bank Reconciliation, Process Improvement, Revenue Recognition, Managerial Finance, Internal Controls, Restructuring, Consolidation, Financial Risk, Valuation, Executive Management, Commercial Finance, Fixed Assets, Treasury Management, Accruals, Loans, Management, Financial Services, Hyperion
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, ACCOUNTING
Flushing High School 1978 — 1981
Diploma, math
Newtek Small Business Finance June 2013 - Present
The CIT Group March 2011 - October 2012
THE CIT GROUP July 2010 - February 2011
The CIT Group May 2004 - July 2010
The CIT Group January 2000 - April 2004
The CIT Group November 1993 - December 1999
SYMBOL TECHNOLOGIES, INC November 1991 - July 1993
AMERICAN EXPRESS COMPANY November 1987 - October 1991
ARTHUR ANDERSEN & COMPANY August 1985 - October 1987
Skills
Peoplesoft, Loan IQ,..., Accounting, Cash Management, Accounts Receivable, PeopleSoft, Financial Accounting, Hyperion Enterprise, Forecasting, Financial Modeling, Microsoft Excel, Internal Audit, Analysis, Essbase, Finance, Risk Management, Banking, Corporate Finance, Credit, Budgets, Credit Analysis, Mergers & Acquisitions, Income Statement, Portfolio Management, Business Planning, Strategic Financial..., Accounts Payable, Auditing, Account Reconciliation, CPA, Tax, Due Diligence, Sarbanes-Oxley, Bank Reconciliation, Process Improvement, Revenue Recognition, Managerial Finance, Internal Controls, Restructuring, Consolidation, Financial Risk, Valuation, Executive Management, Commercial Finance, Fixed Assets, Treasury Management, Accruals, Loans, Management, Financial Services, Hyperion
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, ACCOUNTING
Flushing High School 1978 — 1981
Diploma, math
Robert Clarke Lane Robert Clarke Lane's Newtek Small Business Finance Experience March 2012 - Present
Job Business Service Specialist at Newtek Small Business Finance
Industry Banking
Experience
Newtek Small Business Finance March 2012 - Present
M L PORTERFIELD and ASSOCIATES August 2010 - July 2012
U. S. SMALL BUSINESS ADMINISTRATION Office of Disaster Assistance Processing and Disbursement Center May 2010 - August 2010
M L PORTERFIELD and ASSOCIATES October 2008 - May 2010
Xceed Financial Federal Credit Union March 2008 - October 2008
FMC Financial Services, Inc. June 1996 - March 2008
Clarke Lane and Associates, Inc. November 1987 - December 1998
Skills
Loan Origination, SBA loans, Financial Analysis
Education
The University of New Mexico 1967 — 1976
BUS, Biology
Newtek Small Business Finance March 2012 - Present
M L PORTERFIELD and ASSOCIATES August 2010 - July 2012
U. S. SMALL BUSINESS ADMINISTRATION Office of Disaster Assistance Processing and Disbursement Center May 2010 - August 2010
M L PORTERFIELD and ASSOCIATES October 2008 - May 2010
Xceed Financial Federal Credit Union March 2008 - October 2008
FMC Financial Services, Inc. June 1996 - March 2008
Clarke Lane and Associates, Inc. November 1987 - December 1998
Skills
Loan Origination, SBA loans, Financial Analysis
Education
The University of New Mexico 1967 — 1976
BUS, Biology
Marcos Mares's Newtek Small Business Finance Experience June 2015 - Present
Job SBA Loan Closer at Newtek Small Business Finance
Industry Financial Services
Experience
Newtek Small Business Finance June 2015 - Present
La Brea Bakery November 2013 - May 2015
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Public Speaking, Access, Fundraising, Microsoft Word, Research, SPSS, Event Planning, Social Media, Outlook, Data Entry, Facebook, Community Outreach, Customer Service, Data Analysis, Social Networking, Teamwork, Market Research, Statistics, Stata: Data Analysis..., Python, Small Business Lending, Due Diligence, Loan Closings, SBA Lending
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, 3.3 GPA
Newtek Small Business Finance June 2015 - Present
La Brea Bakery November 2013 - May 2015
UC Irvine September 2011 - June 2012
Skills
Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Public Speaking, Access, Fundraising, Microsoft Word, Research, SPSS, Event Planning, Social Media, Outlook, Data Entry, Facebook, Community Outreach, Customer Service, Data Analysis, Social Networking, Teamwork, Market Research, Statistics, Stata: Data Analysis..., Python, Small Business Lending, Due Diligence, Loan Closings, SBA Lending
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, 3.3 GPA
Francisco A. Burgos Francisco A. Burgos's Newtek Small Business Finance Experience September 2013 - May 2014
Job NYS Licensed Accident & Health Insurance Agent
Industry Insurance
Experience
Fidelis Care June 2015 - Present
The Premier Group September 2014 - June 2015
Newtek Small Business Finance September 2013 - May 2014
R. Benefit Planning September 2008 - September 2013
Hudson Health Plan February 2006 - August 2008
Skills
HRIS, Customer Service, Customer Retention, Service Management, Claims Management, Client Billing, Billing Solutions, Translation, Bilingual-English/Spanis..., Project Management, Problem Management, Microsoft Excel, PowerPoint, Presentations, Claims Resolution, Spanish, Performance Management, Community Outreach, Event Planning, Nonprofits, Process Improvement, Health Insurance, Analysis, Benefits Administration, Employee Benefits, Human Resources, Recruiting, Training, Healthcare, Leadership, Microsoft Office, Outlook, Team Building, Microsoft Word, Sales, Strategic Planning, Marketing
Education
City University of New York-Herbert H. Lehman College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pohs
NYS Life Accident & Health
Fidelis Care June 2015 - Present
The Premier Group September 2014 - June 2015
Newtek Small Business Finance September 2013 - May 2014
R. Benefit Planning September 2008 - September 2013
Hudson Health Plan February 2006 - August 2008
Skills
HRIS, Customer Service, Customer Retention, Service Management, Claims Management, Client Billing, Billing Solutions, Translation, Bilingual-English/Spanis..., Project Management, Problem Management, Microsoft Excel, PowerPoint, Presentations, Claims Resolution, Spanish, Performance Management, Community Outreach, Event Planning, Nonprofits, Process Improvement, Health Insurance, Analysis, Benefits Administration, Employee Benefits, Human Resources, Recruiting, Training, Healthcare, Leadership, Microsoft Office, Outlook, Team Building, Microsoft Word, Sales, Strategic Planning, Marketing
Education
City University of New York-Herbert H. Lehman College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pohs
NYS Life Accident & Health
Sheila Pagan-Sullivan's Newtek Small Business Finance Experience January 2003 - January 2015
Job Operations, Facilities and Human Resources Generalist experience.
Industry Financial Services
Experience
Newtek Small Business Finance January 2003 - January 2015
Newtek Small Business Finance January 2003 - January 2015
Private company October 1995 - February 2002
Skills
Risk Management, Office Management, Organizational Charts, Emergency Procedures, Facilities Operations, Relocation, Employee Relations, Employee Training, Employee Handbooks, HRIS Database Management, Payroll, Employee Benefits, Budgets, Human Resources, Recruiting, Onboarding, Nonprofits, Policy, Training, Coaching, Mergers, Benefits Administration, Sarbanes-Oxley, Microsoft Excel, Fundraising, Outlook, Small Business Lending, Retail, Event Planning, Financial Reporting, Team Building, Commercial Lending, Portfolio Management, Community Outreach, Microsoft Office, Management, Leadership, Research, Strategic Planning, Customer Service, Personnel Management, Problem Solving, PowerPoint, Accounting, Public Speaking, Marketing, Project Management, New Hire Orientations, Financial Analysis, Finance
Education
Southern New Hampshire University 2015 — 2018
Industrial and Organizational Psychology
Baruch College, City University of New York (CUNY)
Accounting
City University of New York-Herbert H. Lehman College
Project Management
Pace University-New York
Human Resources Management/Personnel Administration, General
Newtek Small Business Finance January 2003 - January 2015
Newtek Small Business Finance January 2003 - January 2015
Private company October 1995 - February 2002
Skills
Risk Management, Office Management, Organizational Charts, Emergency Procedures, Facilities Operations, Relocation, Employee Relations, Employee Training, Employee Handbooks, HRIS Database Management, Payroll, Employee Benefits, Budgets, Human Resources, Recruiting, Onboarding, Nonprofits, Policy, Training, Coaching, Mergers, Benefits Administration, Sarbanes-Oxley, Microsoft Excel, Fundraising, Outlook, Small Business Lending, Retail, Event Planning, Financial Reporting, Team Building, Commercial Lending, Portfolio Management, Community Outreach, Microsoft Office, Management, Leadership, Research, Strategic Planning, Customer Service, Personnel Management, Problem Solving, PowerPoint, Accounting, Public Speaking, Marketing, Project Management, New Hire Orientations, Financial Analysis, Finance
Education
Southern New Hampshire University 2015 — 2018
Industrial and Organizational Psychology
Baruch College, City University of New York (CUNY)
Accounting
City University of New York-Herbert H. Lehman College
Project Management
Pace University-New York
Human Resources Management/Personnel Administration, General
Katherine Staley Katherine Staley's Newtek Small Business Finance Experience January 2014 - July 2015
Job Asst Servicing Portfolio Manager
Industry Banking
Experience
BankUnited Small Business Finance August 2015 - Present
Newtek Small Business Finance January 2014 - July 2015
Community South Bank January 2013 - December 2013
Community South Bank September 2010 - December 2012
Community South Bank June 2006 - September 2010
Columbia Forest Products August 2001 - May 2006
Skills
Microsoft Office, Peachtree, AS400, Adobe Acrobat, Internet, Sage, Quickbooks, Document Imaging, Accounts Payable, Outlook, SBA, Construction Loans, Accounting, General Ledger
Education
Glenville State College
Nicholas County High School
BankUnited Small Business Finance August 2015 - Present
Newtek Small Business Finance January 2014 - July 2015
Community South Bank January 2013 - December 2013
Community South Bank September 2010 - December 2012
Community South Bank June 2006 - September 2010
Columbia Forest Products August 2001 - May 2006
Skills
Microsoft Office, Peachtree, AS400, Adobe Acrobat, Internet, Sage, Quickbooks, Document Imaging, Accounts Payable, Outlook, SBA, Construction Loans, Accounting, General Ledger
Education
Glenville State College
Nicholas County High School
Kristin Fyda's Newtek Small Business Finance Experience March 2010 - March 2012
Job Account Specialist at Citi
Industry Banking
Experience
Citi April 2012 - Present
Newtek Small Business Finance March 2010 - March 2012
Ciena Capital LLC (fka Business Loan Express) December 2002 - April 2009
US Small Business Administration December 2001 - December 2002
Skills
Asset Management, Banking, Loans, Portfolio Management, Real Estate
Education
Binghamton University 1997 — 2001
BA, Economics
Citi April 2012 - Present
Newtek Small Business Finance March 2010 - March 2012
Ciena Capital LLC (fka Business Loan Express) December 2002 - April 2009
US Small Business Administration December 2001 - December 2002
Skills
Asset Management, Banking, Loans, Portfolio Management, Real Estate
Education
Binghamton University 1997 — 2001
BA, Economics
Gary M. Wofford's Newtek Small Business Finance Experience July 2014 - Present
Job AVP, Credit Underwriter at Newtek Business Services
Industry Financial Services
Experience
Newtek Small Business Finance July 2014 - Present
SouthCrest Bank March 2014 - June 2014
Cornerstone Bank June 2011 - March 2014
Heritage Bank August 2004 - February 2009
TriMont Real Estate Advisors 1999 - 2004
Skills
Credit, Portfolio Management, Underwriting, Insurance, Property & Casualty..., Claim, Liability, General Insurance, Casualty, Commercial Insurance, Customer Service, Financial Analysis, Banking, Analysis, Microsoft Excel, Umbrella Insurance, Credit Analysis, Loans, Commercial Lending, Commercial Mortgages, Lines Of Credit, Small Business Lending
Education
Clayton State University 1999 — 2000
IT Certification, Information Technology
Georgia Southern University 1989 — 1992
BBA, Marketing
Newtek Small Business Finance July 2014 - Present
SouthCrest Bank March 2014 - June 2014
Cornerstone Bank June 2011 - March 2014
Heritage Bank August 2004 - February 2009
TriMont Real Estate Advisors 1999 - 2004
Skills
Credit, Portfolio Management, Underwriting, Insurance, Property & Casualty..., Claim, Liability, General Insurance, Casualty, Commercial Insurance, Customer Service, Financial Analysis, Banking, Analysis, Microsoft Excel, Umbrella Insurance, Credit Analysis, Loans, Commercial Lending, Commercial Mortgages, Lines Of Credit, Small Business Lending
Education
Clayton State University 1999 — 2000
IT Certification, Information Technology
Georgia Southern University 1989 — 1992
BBA, Marketing
Erica Frazier's Newtek Small Business Finance Experience June 2003 - December 2008
Job Administrative Assistant at Capital One
Industry Banking
Experience
Capital One March 2009 - Present
Newtek Small Business Finance June 2003 - December 2008
Greater Newark Business Development Consortium January 1996 - November 2002
Education
Rutgers, The State University of New Jersey-Newark
BS, Business Management
Capital One March 2009 - Present
Newtek Small Business Finance June 2003 - December 2008
Greater Newark Business Development Consortium January 1996 - November 2002
Education
Rutgers, The State University of New Jersey-Newark
BS, Business Management
Judy Consomer's Newtek Small Business Finance Experience September 2004 - January 2009
Job Credit Analyst at Credit2B
Industry Financial Services
Experience
Credit2B March 2012 - Present
Newtek Business Services April 2010 - May 2011
Newtek Small Business Finance September 2004 - January 2009
Banco Popular May 1997 - January 2004
Arab American Bank October 1986 - August 1996
Nat West 1983 - 1986
Skills
Loans, Portfolio Management, Analysis, Access, Budgets
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accountancy
Credit2B March 2012 - Present
Newtek Business Services April 2010 - May 2011
Newtek Small Business Finance September 2004 - January 2009
Banco Popular May 1997 - January 2004
Arab American Bank October 1986 - August 1996
Nat West 1983 - 1986
Skills
Loans, Portfolio Management, Analysis, Access, Budgets
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accountancy
Louis Zaffino's Newtek Small Business Finance Experience May 2013 - Present
Job Senior Underwriter at Newtek Small Business Finance
Industry Banking
Experience
Newtek Small Business Finance May 2013 - Present
Opus Bank May 2012 - May 2013
Aurora Bank FSB June 2009 - May 2012
First Private Bank and Trust May 2008 - March 2009
Vineyard Bank August 2007 - April 2008
Pacific Southwest Realty Services April 2006 - May 2007
Pacific Life Insurance Company May 1996 - March 2006
Resolution Trust Corporation 1990 - 1995
Skills
Financial Modeling, Negotiation, Market Research, Commercial Lending, Underwriting, Loans, Mortgage Lending, Real Estate, Financial Analysis, Banking, Portfolio Management, Asset Managment, Account Management, Appraisals, Asset Based Lending, Asset Management, Budgets, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Default, Disposition, Due Diligence, Equities, FHA, Finance, Financial Reporting, Financial Risk, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Loan Servicing, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, New Business Development, Property Management, REO, Real Estate Development
Education
California State University-Long Beach 1986 — 1989
Bachelor's Degree, Business Administration - Finance
Estancia
High Schoot Diploma
Newtek Small Business Finance May 2013 - Present
Opus Bank May 2012 - May 2013
Aurora Bank FSB June 2009 - May 2012
First Private Bank and Trust May 2008 - March 2009
Vineyard Bank August 2007 - April 2008
Pacific Southwest Realty Services April 2006 - May 2007
Pacific Life Insurance Company May 1996 - March 2006
Resolution Trust Corporation 1990 - 1995
Skills
Financial Modeling, Negotiation, Market Research, Commercial Lending, Underwriting, Loans, Mortgage Lending, Real Estate, Financial Analysis, Banking, Portfolio Management, Asset Managment, Account Management, Appraisals, Asset Based Lending, Asset Management, Budgets, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Default, Disposition, Due Diligence, Equities, FHA, Finance, Financial Reporting, Financial Risk, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Loan Servicing, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, New Business Development, Property Management, REO, Real Estate Development
Education
California State University-Long Beach 1986 — 1989
Bachelor's Degree, Business Administration - Finance
Estancia
High Schoot Diploma
Renee Erny's Newtek Small Business Finance Experience January 1999 - December 2011
Job Self Employed, Management Consultant, Security Advisor
Industry Management Consulting
Experience
NTK- January 2012 - Present
Newtek Small Business Finance January 1999 - December 2011
Skills
Loans, Portfolio Management, Credit, Banking, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Management, Relative Value, Credit Trading, Long/Short Equity, Loan Origination, Fixed Income Strategies, Small Business
Education
St. Elizabeth's Academy
K - 12
The George Washington University
Master of Arts (M.A.)
NTK- January 2012 - Present
Newtek Small Business Finance January 1999 - December 2011
Skills
Loans, Portfolio Management, Credit, Banking, Financial Analysis, Commercial Lending, Risk Management, Small Business Lending, Management, Relative Value, Credit Trading, Long/Short Equity, Loan Origination, Fixed Income Strategies, Small Business
Education
St. Elizabeth's Academy
K - 12
The George Washington University
Master of Arts (M.A.)
Nadia Kahnauth's Newtek Small Business Finance Experience September 2014 - Present
Job Counsel at Newtek Small Business Finance
Industry Banking
Experience
Newtek Small Business Finance September 2014 - Present
Kopel & Spinner LLP October 2010 - September 2014
Real Estate Transactions 2014 - 2014
Gerald Gardner Wright PC & Associates August 2008 - October 2010
NEFCU June 2004 - May 2008
Skills
Legal Writing, Legal Research, Litigation, Civil Litigation, Courts, Trials, Family Law, Criminal Law, Wills, Real Estate, Real Estate Transactions, Powers of Attorney, Insurance, Banking Law, Banking, Negotiation, Credit, Guardianship, Mortgage Lending, Microsoft Office, Arbitration, Appeals
Education
Hofstra University School of Law 2005 — 2008
Juris Doctor, Real Estate & Business Law
Hofstra University Honors College 2002 — 2005
B.A, English & Legal Studies in Business/ Business Law
Newtek Small Business Finance September 2014 - Present
Kopel & Spinner LLP October 2010 - September 2014
Real Estate Transactions 2014 - 2014
Gerald Gardner Wright PC & Associates August 2008 - October 2010
NEFCU June 2004 - May 2008
Skills
Legal Writing, Legal Research, Litigation, Civil Litigation, Courts, Trials, Family Law, Criminal Law, Wills, Real Estate, Real Estate Transactions, Powers of Attorney, Insurance, Banking Law, Banking, Negotiation, Credit, Guardianship, Mortgage Lending, Microsoft Office, Arbitration, Appeals
Education
Hofstra University School of Law 2005 — 2008
Juris Doctor, Real Estate & Business Law
Hofstra University Honors College 2002 — 2005
B.A, English & Legal Studies in Business/ Business Law
Daniel Alverson's Newtek Small Business Finance Experience August 2014 - April 2015
Job Commercial Loan Expert Available
Industry Banking
Experience
Self Employed January 2014 - Present
Newtek Small Business Finance August 2014 - April 2015
Cornerstone Bank February 2013 - August 2014
Lawson and Moseley, LLP September 2009 - February 2013
Woof's Atlanta 2008 - 2009
Skills
Customer Service, Administrative Support, Legal Support, Government Loans, Loan Closings, Post Closing, Loan Modifications, Loan Documents, UCC filings, Title Insurance, Title Searches, Title Clearing, Computer Proficiency, Typing, Refereeing, Legal Assistance
Education
Georgia State University 2005 — 2007
BA, English Lit
LaGrange College 2003 — 2004
Self Employed January 2014 - Present
Newtek Small Business Finance August 2014 - April 2015
Cornerstone Bank February 2013 - August 2014
Lawson and Moseley, LLP September 2009 - February 2013
Woof's Atlanta 2008 - 2009
Skills
Customer Service, Administrative Support, Legal Support, Government Loans, Loan Closings, Post Closing, Loan Modifications, Loan Documents, UCC filings, Title Insurance, Title Searches, Title Clearing, Computer Proficiency, Typing, Refereeing, Legal Assistance
Education
Georgia State University 2005 — 2007
BA, English Lit
LaGrange College 2003 — 2004
Sharon Madison's Newtek Small Business Finance Experience February 2005 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Seedco Financial Services, Inc. 2010 - 2012
Trinity Multi Service Center, Inc. July 2009 - April 2010
Newtek Small Business Finance February 2005 - July 2009
Business Loan Express 1998 - 2005
Skills
SBA Lending, Commercial Lending, Financial Analysis, Loan Servicing, Loan Modifications, Auditing, Community Development, Small Business Lending, Portfolio Management, Loans, Finance, Asset Based Lending, Banking, Cash Flow, Credit Analysis, New Business Development, Real Estate, Refinance, SBA
Education
St. Francis College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Seedco Financial Services, Inc. 2010 - 2012
Trinity Multi Service Center, Inc. July 2009 - April 2010
Newtek Small Business Finance February 2005 - July 2009
Business Loan Express 1998 - 2005
Skills
SBA Lending, Commercial Lending, Financial Analysis, Loan Servicing, Loan Modifications, Auditing, Community Development, Small Business Lending, Portfolio Management, Loans, Finance, Asset Based Lending, Banking, Cash Flow, Credit Analysis, New Business Development, Real Estate, Refinance, SBA
Education
St. Francis College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY