Operations and Origination expert for Small Business Administration loans and conventional small business lending loans. We offer a Circular life of loan process or targeted projects for specific parts of your loan process or portfolio.
- Origination- Process workflows including checklists, Programming and build-out of loan origination software
- Identification of Risks and controls within your processes
- Technical Writing- Procedures, policy and training presentations
- Training- Targeted training to enhance areas of risk within a process as well as areas where knowledge levels want or need to be increased
- Projects- Process efficiencies and enhancements, conversions of files and data
- Data Analysis- process times, reporting build out
- Audit- Preparation or full file reviews to ensure policy and procedure has been followed
- Loan Servicing- Annual reviews tracking and post closing requests
- Portfolio review and analysis
- Utilization of Technology to decrease turn times and increase productivity
- SBA lending department set up