Canisius University

CFO at LV Wood Floors

Executes and oversees all aspects of company finance with the goal of maximizing gross profit margins and net income.

LVWF Inc.

www.oldsouls.com

Old Souls is a carefully curated collection of USA made home goods, camp supplies, and fly fishing gear.

Old Souls

Co-Owner and Co-Founder

Underwriter of commercial credits specific to Small Business Association and economic development lending programs, focusing on the SBA 7A and 504 loan programs. Credits range from $250,000 to $10 million across all types of industries in the small business arena.

Manages NYBDC's Credit Department in NYC.

In addition to full commercial credit analysis, Tara assists loan officers, bankers and clients in determining program qualification and eligibility.

New York Business Development Corporation

VP, Senior Credit Analyst

Business Banking Relationship Manager - provides advice &amp; service on all finance &amp; banking options for companies and their principals generating up to $50 million in annual revenue. This includes commercial lending, trade services and cash management solutions.

HSBC

AVP, Business Relationship Manager

Banking Officer and Commercial Lender in First Niagara Bank's Business Banking Department.  

Loan requests range from $250,000 to $2,500,000, to finance the purchase of commercial real estate (investment & owner occupied), new business financing, equipment purchase and short and long term working capital needs.  

Experienced with the SBA, NYBDC 504 program, NYS Linked Deposit and NYSERDA.

First Niagara Bank

Commercial Lender

Maintained and monitored a commercial loan portfolio of $100 million, approximately 500 loans.  Position included monitoring and restructuring delinquent credits, managing portfolio reporting, managing and analyzing financial information, and ensuring proper legal documentation.

Commercial Loan Portfolio Manager

Provided relationship management support to a vast portfolio of Small Business Loans of $150,000 or less, across New York State.

Tara Caroll