Financial Analyst and Funding Coordinator
Lucia is a cornerstone of Kalb Advisors, where she has been instrumental in overseeing our funding and operations for over three years. With a bachelor’s degree in international business and a master’s in Big Data and Business Analytics, Lucia seamlessly combines her academic expertise with practical application.
In her multifaceted role at Kalb Advisors, Lucia diligently manages the funding process at closing, reviews underwriting conditions, and ensures that loans are well-prepared for sale. Additionally, she takes the lead in creating financial reports and maintains a vigilant eye on quality control, ensuring that all documentation aligns with compliance and regulatory standards.
Hailing from Spain and fluent in both English and Spanish, Lucia brings a rich cultural and linguistic dimension to our team. Her ability to balance precision with approachability makes her a reliable and invaluable member of the Kalb Advisors family.
