LendTech is a lending management OS and loan servicer for real estate and construction lenders. We are building a new system of record native to the real estate lending industry.

Grayson Capital LLC is a boutique commercial real estate capital advisory firm dedicated to a consultative approach, rapid response, and surety of execution. We identify traditional and non-traditional capital sources best suited to your needs and assist you in negotiating the most favorable debt terms possible.Property Types - Multifamily, Mixed-Use, Co-Op, Office, Retail, Industrial, Hospitality, Healthcare, Student Housing, Seniors Housing, Self Storage, LandFinancing Strategies - Permanent, Construction, Acquisition & Bridge, Renovation & Repositioning, Mezzanine, Hard Money, Loan Note Sales

Lending Overview• Loan Size: $2mm to $75mm• Loan-to-Value: Up to 75% (with additional capital secured by business asset value)• Loan Terms: Up to 24 Months• Asset Types: Multifamily, All forms of Senior Living, Hospitals, Office, Hospitality, Student Housing, Retail, Industrial, Time Shares, Industrial/Warehouse, Quick Service Restaurants, Franchises, Car Dealerships, Marinas, Gas Stations, C&I Loans (Receivables, A/R, Inventory & Equipment), Mixed-Use, Airplanes, Ships, Consumer Loans• Transaction Types: Senior Secured 1st Mortgage Bridge Loans• Geography: Anywhere in continental U.S., Puerto Rico, the Caribbean, Europe and Canada Why Stabilis?• Quick Closings: As quickly as 2 weeks; Lender has ready capital• Risk Tolerance: Comfortable with Bankruptcy; Partnership and Estate Disputes; Foreclosures and Other Special Situations; Flagged and Unflagged Hotels; and Resorts• Other Situations: Foreclosures; Refinancing; Acquisitions; Value-Add; Discounted Payoffs; Bankruptcies (DIP); Short Sales; Hotel PIPs; Rescue Financing; TIs & LCs; C&I Loans; Cap Ex; 1031 Exchanges; Other Special Situations; Note Purchases

Senior Private Banker - Private Client ServicesCity National Private Client Services helps wealthy families achieve their unique personal goals by providing solutions that protect, grow and ultimately transition their assets. City National is recognized for its exceptionally broad and deep investment, credit, banking, trust and planning capabilities. . These capabilities, combined with an unbiased, personalized approach and unmatched service, result in outcomes that uphold City National’s commitment to solving what is uniquely important to each client. An Integrated Approach - PCS will always develop customized solutions integrating banking & credit facilities, investment management, and trust & estate services.Wealth PlanningInvestment Management Trust & Estate TreasurySpecialized Services for Professional Firms & Non-ProfitsCredit - Array of competitive mortgages for primary and secondary homes, Portfolio-secured loans, unsecured loans, bridge finance and credit lines to acquire equipment, aircraft, or investment property.

Private BankerDeveloped a shared business plan with Morgan Stanley financial advisors to offer liability consulting for a client’s wealth management plan. Managed banking and lending solutions for 120 financial advisors covering $28 Billion in client assets including 30 international wealth advisors covering Latin America. Responsible for a $565MM annual lending goal and management / maintenance of a $2 Billion credit portfolio. Responsible for delivering securities-backed finance, structured finance, real estate finance, and commercial banking solutions to Morgan Stanley clients. Deliver alternative investment lending solutions on REIT op units, PE, & hedge fund assets. Deliver middle market lending solutions for companies with annual revenues of $20MM to $250MM. Appointed the region’s subject matter expert and liaison to Morgan Stanley’s commercial real estate lending group (CMBS) for investment real estate deals over $10MM. Increased financial advisor adoption of lending solutions from 40% to 70% participation. Ranked top 3 nationally in total lending production, balance growth, and revenue growth in 2014. Attained summit club distinction which represents the top 10% of private bankers. Acted as the regional manager to communicate the Private Bank’s financial and cultural impact on the NYC market to an audience of Wealth Management senior management. Relied upon to proactively recruit, interview, and mentor fellow employees for the NYC team.

Business Banking Principal Relationship ManagerOne of six relationship managers hand-picked to start Wachovia Bank’s expansion into the NYC marketplace for companies generating up to $25 million in revenue. Developed an aggressive business development plan designed to maximize client acquisition while focusing on deposit, credit and cash management production. Used financial models to determine supportable loan amount for real estate financing up to $10MM. Ranked #1 in the country for 2009 in core revenue production as compared to my peers. Generated $25MM in credit production consisting of lines of credit, term loans, and mortgages. Procured more than 125 new Business Banking customers through cold-calling & referrals from key sources with a focus on hedge fund and private equity firms resulting in over $300 million dollars in deposits. Analyzed financial statements and tax returns to recommend appropriate supportable loan amounts for customers seeking business financing solutions. Recommended advanced treasury services solutions including remote deposit capture, cash concentration and lockbox services to streamline our client’s cash operating cycles. Mentored junior team members on the business banking segment and its sales process.

Small Business Relationship ManagerGrew, retained, and expanded a portfolio of 300 existing small business banking customers consisting of various products, including deposit, credit and investment vehicles. Developed/managed a relationship plan for each customer by recommending products/solutions resulting in trusted advisor status. Named "2003 Sales Leaders Circle Award Winner" for being in the top 10% of all Small Business Relationship Managers in identifying the right solution for each customer and effectively following through to close the sale. Increased Assets Under Management by 122% ($27 million to $60 million) by encouraging customers to consolidate accounts and use the bank's full suite of financial service products. Achieved rank of 11 out of 370 Small Business RMs in achieving key performance measures, including portfolio growth, new acquisition, product cross sell, retention, profitability, and investments. Procured more than 90 new small business customers through referrals from existing customers/key sources.

Developed aggressive sales plan for suite of corporate solution products, designed to convince companies to outsource their stock benefit plans. Responsible for the sale of corporate stock benefit plans, including designated brokerage services and co-branded web portals for the banking and Internet industry. Consulted clients regarding complex brokerage/technology concepts such as Net Link, a data-link solution for simplified employee stock options, convincing them to use the website for stock trades through effective presentations and training. Leveraged corporate contacts for strategic alliances/partnerships, determining what possible aspects the companies have that could mutually benefit them and NDB. Coordinated company's involvement in five industry trade shows, such as obtaining the booth, organizing the trip, setting up more than 40 presentations, and arranging a sponsor/speaker.