The work
I built a 15,000-formula platform that turned portfolio data into usable lending analysis, then connected that work to SEO, outreach, and CRM follow-through.
The aim
The goal was not another dashboard. It was a clearer way to understand risk and growth opportunities, then act on them.
- Analyzed multi-million-dollar loan portfolios
- Reached $10M in prospects through Close CRM
- Used portfolio insights to guide risk and growth decisions