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Rosie S.
@rsealy
Banking Professional Specializes in Business Loans and Financial Planning
États-Unis
Anglais
À propos de moi
Hi! I’m a financial services professional with over 9 years of experience in banking, small business lending, financial analysis, and relationship management. I help individuals and business owners better understand and organize their finances, set financial goals, manage cash flow, and prepare for future opportunities. My experience includes financial reporting, budgeting, business planning, and lending readiness, with insight into what lenders look for when evaluating a business. My approach is practical, analytical, and tailored to your unique goals.
Compétences
Rosie S.
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Business plans pour l’approbation d'un prêt
I will write a startup small business plan
Modélisation financière
I will create a small business financial management excel workbook
Portfolio
Expérience professionnelle
Loan Portfolio and Compliance Manager
National Urban League • Temps plein
Jun 2024 - Present • 2 yrs 3 mos
I work for a CDFI loan fund helping local entrepreneurs secure capital through less traditional underwriting and financial planning
Private Banking
Flagstar Bank • Temps plein
Jul 2020 - May 2024 • 3 yrs 10 mos
Managed a diverse portfolio of high-profile client accounts, including deposit and loan products, while delivering tailored financial guidance informed by bank offerings and current market trends.
Branch Operations
TD • Temps plein
Jun 2014 - Jun 2020 • 6 yrs
Managed bank branch operations and sales team performance, with primary responsibilities including the analysis of store sales metrics, oversight of daily branch operations, and the strategic supervision of front-end retail banking staff.
