Role: Full-Stack Developer & Team Lead Role: Full-Stack Developer & Team Lead Industry: FinTech / SBA Loan Consulting Location: United States Engagement Type: End-to-end product development The Mission

SBA Loans HQ is a premier U.S. consulting firm specializing in business acquisition financing. The goal was to dismantle a fragmented, email-reliant workflow and replace it with a production-grade, multi-role platform. As Team Lead, I spearheaded the design and delivery of this system, transforming a manual "broker-and-spreadsheets" operation into a scalable, AI-driven FinTech powerhouse.

The high-stakes world of SBA lending was being throttled by legacy processes:

The Email Trap: Brokers were buried in fragmented threads, leading to inconsistent document submissions and security risks.

Operational Blind Spots: There was zero centralized visibility into the deal pipeline or loan progress.

Manual Bottlenecks: Constant follow-ups and manual data entry created massive delays in the loan lifecycle.

Tool Fatigue: The business was over-reliant on expensive, disconnected third-party SaaS tools (Zapier, Copper, etc.) that didn't talk to each other.

To move beyond a simple CRUD app, I integrated a sophisticated AI layer to handle the heavy lifting of document processing and lead qualification:

AI Integration: Implemented AI-driven document summarization, automated file renaming, and intelligent lead scoring to help brokers prioritize high-value deals instantly.

AWS Textract OCR: Engineered automated data extraction from complex financial PDFs, turning raw images into structured, actionable data for faster underwriting.

Event-Driven Automation: Replaced third-party connectors with a custom-built backend automation engine that triggers stage-based document bundles and outbound communication via Postmark.

We delivered a multi-tenant, white-label-ready architecture that supports four distinct user experiences (Partner, Borrower, Lender, and External Requestee).

Intelligent Deal Pipeline: A dynamic Kanban and table-based system that enforces structured workflows across every stage of the SBA loan lifecycle.

Automated Document Vault: A secure, S3-backed management system where document requirements are automatically bundled and requested based on the current loan stage.

Integrated E-Signatures: Full DocuSeal integration allowing borrowers to sign critical documents directly within the portal, optimized for both desktop and mobile.

Real-Time Deal Chat: A threaded, per-deal messaging system that keeps brokers, borrowers, and lenders aligned without a single email.

Advanced Analytics Dashboard: A high-level operational view for "Super Admins" featuring ApexCharts for tracking lead distribution, partner performance, and bottleneck identification.

Beyond the code, I led the transition from service-based chaos to product-focused reliability.

Architectural Strategy: Migrated all document storage and process automation away from third-party dependencies into a native, secure AWS infrastructure.

Team Orchestration: Coordinated between stakeholders and engineering teams to ensure business logic was perfectly translated into technical features.

Observability: Built a custom database-backed error logging system that allows the team to debug production issues with full user context and metadata.

The launch of the SBA Loans HQ Portal fundamentally changed the company's trajectory:

25% Increase in annual revenue growth.

60% Reduction in operational overhead through native automation.

30% Faster loan processing times.

100% Visibility across all document workflows and deal pipelines.

Frontend: Next.js (Pages Router)

Backend: Django (REST Framework)

AI/ML: Gemini AI, AWS Textract

Database: PostgreSQL, AWS RDS

Infrastructure: AWS EC2, S3, Lambda

Communication: Postmark, DocuSeal

Analytics: Mixpanel, GA4/GTM, ApexCharts