Why work with us?
Field Exams
Field Examinations for asset based lenders and commercial banks including survey, recurring, and takeover exams.
Trusted Advisors
Trusted Advisor role for instruction on availability structure, completing borrowing base certificates, and proper AR and Inventory ineligible calculations.
Other Services
Cash flow modeling/forecasting, financial statement analysis, and underwriting.
Partners
Katherine Houser-Rodriguez
Currently, Katherine is a partner in Infinity ABL Services. Katherine is a results-oriented finance professional with substantial expertise in portfolio management, collateral exam, and underwriting developed over an extensive and diverse career that includes middle market and corporate banking experiences. Demonstrated leadership and motivational abilities with strong planning, problem solving and communication skills. Well established track record of developing talent and leveraging teammates to exceed goals/objectives.
704-917-9266.
Stephen Savage
Steve is a partner in Infinity ABL Services, LLC. He is a graduate of Villanova University, a CPA, and a member of the American Certified Public Accountants. Prior to forming Infinity ABL Services, LLC, Steve was the national field exam manager for Wells Fargo Capital Finance. He oversaw 140 internal field examiners, management, and administrative staff as well as the outsource function of approximately 50 contract firms. Steve has over 35 years of field exam experience in the Asset Based and Middle Market Banking industry.
215-205-1554
Thomas Taguchi
Tom is currently a partner in Infinity ABL Services, LLC. He has over 28 years field exam experience in the banking/finance industry as a Field Exam Manager, Senior Field Examiner, National Verifications Manager and Account Manager. Most recently, Tom was with Wells Fargo Capital Finance and was Division Field Exam Manager for the South Region. He has over 15 years managerial experience in field exam.