Kathy is a Packaging and Closing Officer with the SBA division. She has 8 years of Experience Packaging and closing SBA loans. Her passion is to help the small business community stay active and strong with existing small businesses to get what they need to keep their business profitable and for new businesses to open and create new job opportunities.
Kathy’s responsibilities include working with her Associates and our Clients collecting, reviewing and organizing documentation to meet bank and SBA requirements. She submits the loan to the SBA for approval to close, prepare SBA closing documents in addition to working with the Loan Documentation Specialist in preparing bank closing documents. Kathy is dedicated to providing excellent customer service and closing the SBA loans as quickly as possible.