Trust Capital Funding

*Supported Underwriters and Managing Partners in the launch of a new business financing program focused on enhancing customer experience and improving competitiveness within the marketplace.
*Established an ISO division by cultivating relationships with C-suite executives at vetted business financing brokerages, generating new deal flow of SMB resulting in increased capital deployment.
*Developed company strategy to gain market share by providing insights on the competitive financing landscape.
*Designed and implemented submission, communication, underwriting, and approval/decline process for on-boarded Business Financing Brokerages

Contracted Consultant

Rok Financial

*Established and maintained relationships with 430+ business owners nationwide, facilitating credit transactions sizing up to 10MM.
*Analyzed credit box guidelines for 75+ private lenders to effectively place and secure business funding for 430+ clients including SBA, ABL, Term Loans, and Lines Of Credit.
*Coordinated complete sales cycle including deal identification, underwriting, and closing.
*Performed financial due diligence on financial statements, cashflows, industry segmentation and management/ownership structures for clients generating annual gross sales of $0.25MM - $120MM to determine lender suitability.
*Negotiated terms between lenders and clients, communicated approval and decline decisions to clients ensuring transparency to the borrowers regarding risk assessments
*Cultivated referral partnerships with bankers, accountants, attorneys and business consultants to generate a consistent deal flow

Senior Finance Advisor

Senior Finance Advisor at Rok Financial

>Seasoned Finance and Sales professional with a Bachelors in Finance from Le Moyne College.
>Specialize in SBA Loans, Terms Loans, Short Term Financing, Revolving Lines of Credit, ABL, Factoring and Equipment Financing.
>Advise small businesses & entrepreneurs to obtain the best financing and business service solutions within our exclusive global marketplace.

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