SBA PPP Loan Forgiveness Agent

Key Accomplishments

Subject-Matter Expertise in a Complex Regulatory Environment

• Situation: During the SBA PPP Loan Forgiveness phase, business owners were faced with widespread confusion and constantly evolving government guidelines.
• Task: To become a subject-matter expert on the shifting regulations and advise clients on how to maximize their loan forgiveness amount.
• Action: Quickly mastered the evolving SBA PPP guidelines and served as a trusted advisor, educating clients on all eligible expenses to ensure they applied for the maximum possible forgiveness.
• Result: Increased successful forgiveness outcomes by proactively identifying and resolving client misconceptions.

High-Volume Client Portfolio Management

• Situation: The role required managing a large portfolio of business owners who needed proactive guidance.
• Task: To manage a high-volume portfolio, build trust with clients, and drive the completion of forgiveness applications.
• Action: Made 100+ daily outbound calls to business owners to build trust, provide expert guidance, and drive the collection of applications.
• Result: Consistently ranked in the top 3 out of 24 agents by successfully submitting 70-120 compliant forgiveness applications per month.