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Work Background
First Choice Property SolutionsReal Estate Investor
Feb. 2023 - Oct. 2023Dana Point, California, United States · RemoteAs a real estate investor, specialized in locating off-market properties. Built rapport with property owners, negotiated purchase prices, and made offers below market. Managed workflows, maintained client relations, and demonstrated organizational skills while handling multiple projects concurrently.
Banner BankBusiness Banker
Jun. 2019 - Mar. 2020San Diego CountySpecialized in assisting business owners with their business banking relationships, focusing on streamlining cash flow for the purposes of growth and debt restructuring. I facilitated various business financing options including; business loans, lines of credit, term debt, SBA loans, commercial real estate financing, and equipment financing. Offered comprehensive banking solutions such as deposit accounts, cash management, merchant services, and business credit cards to ensure a complete banking relationship. Created a customer experience that mirrored the qualities of neighborhood banking—communicative, swift, and efficient.
Bank of the WestBusiness Banking Officer
May. 2018 - Nov. 2018Greater San Diego Area · On-siteServed as a Commercial lender specializing in the small business sector with a focus on targeted industries such as healthcare, professional services, and manufacturing. Implemented cross-selling strategies based on client needs and forged external and internal partnerships. Executed various responsibilities including attendance at networking events, conducting cash flow analysis, establishing a robust referral network. Daily duties included project management with various loan requests, relationship management with team members and clients, and commercial banking needs.
Best Bank OptionPresident
Jan. 2013Southern California, United States · RemoteCurrently, as the founder of Best Bank Option, being driven by a passion to assist business owners in obtaining financing and establishing beneficial banking relationships. Holding a license as a real estate loan broker and collaborating with various lenders. Working closely with business owners and real estate investors, I facilitate the financing of their company's growth or property acquisition. Responsibilities encompass ongoing marketing and networking efforts, building referral resources, managing various projects to completion, advising on loan scenarios and term negotiations, actively sourcing financing options for clients, and expanding business owners' knowledge through social media to help them prepare to save time and money on their financing journey.
CitiBusiness Banker
Nov. 2011 - Jun. 2012Orange County, California Area · On-siteKey role in growing a new branch with business clients. Specialized in assisting small business owners with full banking relationships; deposits, treasury management, personal banking, commercial lending. Created proposals for non-bank prospects who re-evaluated their banking relationship by reviewing deposit and lending needs and offered tailored solutions.
Union BankVice President
Jun. 2010 - Nov. 2011South Bay Region · On-siteFocused on commercial lending and establishing new deposit relationships with businesses located in the Torrance, Carson, and South Los Angeles market. Prospects include growing businesses with revenue under twenty million in revenue. Developed a territory for a new business banking division expanding their footprint. Developed referral sources like CPAs, commercial real estate brokers, and through clients. Attended networking events to promote brand awareness and build network.
Partners Bank of CaliforniaCorporate Banking Officer
Jan. 2010 - Dec. 2010South Orange County
ChaseVice President
Jan. 2007 - Dec. 2009
Countrywide BankRegional Vice President
Jan. 2004 - Dec. 2007Southern California · On-siteLed a team of business bankers in the Southern California region, overseeing the cultivation of deposit relationships. Provided guidance in coaching, team development, and product enhancement. Executed strategies for brand awareness, marketing, and regional expansion, encompassing budget management. Drove initiatives to build external and internal referral resources, developed marketing and training materials, actively participated in quarterly events, welcomed and trained new bankers, and contributed to the expansion of the territory. Surpassed other regional areas in production.
Wells Fargo BankBusiness Banker
Jan. 2002 - Dec. 2004Costa Mesa, California, United States · On-siteAs a business development officer, the focus was on small businesses to establish their deposit and financing relationships. Worked with a specific branch to cross sell and build referrals to non-clients. Focus was lines of credit, additional deposits, referring business to multiple divisions. Attended business meetings and networking events with direct manager and branch personnel. Created an incredible customer experience which lead to more business. Top producer for the region and received award.
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