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Work Background
TechEdge Services LLCAdministrator and Client Services
May. 2017The Woodlands, TXHandling the day-to-day operations, administrative duties and managing client relationships.
SBA Loan Life Insurance Made EasyLife Insurance Agent
Jun. 2015 - Apr. 2017Spring, TXCongratulations!
...on getting your SBA loan application approved!
Chances are if you found us here, it’s because your lender has given you this good news and sent you a checklist of requirements for closing on your loan. It’s a long list and you’re busy enough already, we’ve been there, we know all about it. Let’s face it, nothing about an SBA loan is easy, so why should this be? Because it’s the 21st century and electronic medical records can provide more information than a physical exam. So if you don’t enjoy taking time out of your day for a physical, a simplified issue policy may be right for you. The application is completed electronically and processing is complete within a week. A paper application is available should you prefer it. Accelerated underwriting speeds up processing time for clients and often doesn’t require anything but the application. Isn’t technology great? Trust us to guide you to through the process of the SBA loan life insurance requirement and we’ll do our part to keep your loan closing on time. Anything can happen along the way, but by starting early, we can get the right policy at the best price for your situation.
Great Lakes Insurance and Financial Services Agency, LLCBusiness Development Manager
May. 2015 - Apr. 2017Spring, TXI work with small businesses and self-employed individuals to ensure they have quality benefits in the areas of health, life, and disability insurance. We specialize in tax-free income plans which are quickly becoming part of the retirement strategy for baby boomers. I also help women manage and plan for their financial situation. Women outlive men by an average of 8 years and often times have less opportunity to save due to taking time off work for family. They also have a 10x higher need for long term care later in life. These unique needs require additional planning.
Wolters Kluwer Financial ServicesEditorial Operations Manager, Finance, Risk & Compliance Group, Wolters Kluwer Financial Services
Jul. 1988 - Dec. 2014Manager of the Editorial Operations Group in Riverwoods, IL. Overseeing the product management and day-to-day operations of the Securities Exchange and Bank Compliance products into a multiple media channels.
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