Neha Shah

Director, Head of Community Development Lending @Charles Schwab

Los Angeles, CA, US

EMAILS

n••••••••@schwab.com

MOBILE NUMBERS

+13•••••••00

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WORK HISTORY

Apr 2020 — Present

Director, Head of Community Development Lending @Charles Schwab

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Lead Schwab\'s community development lending program, focused on Community Development Financial Institutions (CDFIs) serving the Western states. Lead strategy to expand our growing $400 million portfolio to 20+ CDFI clients with impactful products and services supporting emerging communities. I am a six-time Schwab Key Contributor Award recipient, Schwab Challenger Award winner, and am frequently tapped to participate in key recruiting teams, special projects and panels.

EDUCATION

N/A

New York University

Masters, Urban Planning

N/A

UCLA

Bachelors, Economics

SKILLS

Asset ManagementCredit AnalysisMarketing StrategyTeam LeadershipAffordable HousingEmail MarketingUnderwritingCapitalizationMicrosoft CrmEconomic DevelopmentBudgetingRisk ManagementPortfolio ManagementNon-ProfitsCustomer ServiceNegotiationReal Estate DevelopmentNew Business DevelopmentOnline MarketingFinancial AnalysisCreditProblem SolvingMarketing ResearchReal EstateStructured FinanceDirect MarketingProduct MarketingCustomer RelationsFeasibility StudiesGovernmentConstruction LoansPolicyForecastingCash FlowMarketing CommunicationsWordMicrosoft OfficeFundraisingLoansReal Estate Economics

ABOUT NEHA SHAH

Strategic leader and a driving force behind the development, implementation, and…

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