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Rosie S.
@rsealy
Banking Professional Specializes in Business Loans and Financial Planning
Estados Unidos
Inglês
Sobre mim
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.
Habilidades
Rosie S.
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Planos de Negócios para aprovação de empréstimos
I will write a startup small business plan
Modelagem Financeira
I will create a small business financial management excel workbook
Portfólio
Experiência profissional
Loan Portfolio and Compliance Manager
National Urban League • Período integral
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 • Período integral
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 • Período integral
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.
