Nationwide Commercial Mortgage Brokerage. Focused on originating commercial real estate transactions with deal sizes from $3mm-$100mm+. Over $150mm+ financed. We specialize in new construction, challenging bridge scenarios, and refinance cash outs. We've funded deals all over the US and US Territories, Canada, Mexico, and Caribbean. Sample deal criteria:Minimum Deal Size: $3mm+.Interest rate: 3.55%+ Dependent on deal strength. Most deals are 6-9%. All property types eligible. All locations considered. Vanilla bridge deals can close in 10 days or less. New construction 21-30 days. SBA 504/7a close in 30-45 days.

Commercial Real Estate Loan Consulting

• Spearheaded global implementation of Onboarding services at Pluralsight, refining strategies for customer satisfaction and service excellence. • Led the transformation of onboarding operations for Pluralsight's largest clients, ensuring seamless experiences and exceeding service level agreements. • Acted as the primary escalation contact for clients at Pluralsight, showcasing outstanding communication skills, both written and verbal, to address and resolve complex issues.• Managed resource demand and assignment for customer projects related to Onboarding services, while ensuring that target service margins are achieved for all assigned services.

• Owned the onboarding experience of Pluralsight’s most strategic customers accelerating their time to value over the first several months of PS engagement. • Acted as the customer's key point of contact and advisor in SaaS onboarding best practices and serve as a Consultant to Pluralsight customers.• Coordinated and lead project resources to deliver a cohesive outcome oriented solution to Pluralsight enterprise customers. • Served as a capture point for voice of the customer and provide feedback to Global Success Team leadership and to account leadership on recurring issues to help enhance product & services capability• Facilitated platform awareness or marketing campaigns• Held ability to support topics and processes that required business acumen as well as deep technical insights. These technical abilities ranged from understanding how and where Pluralsight can live in a customer’s ecosystem (e.g. single-sign-on, data feeds, LMS, BI and platform integrations, etc.) to technical content alignment and delivery.• Liaised with multiple customer SME groups and assist them in developing and implementing a strategy that translates learning objectives into business results.

• Consulted on projects at over 200% capacity during first 90 days of employment Q4 2019 with high degree of success.• Piloted new services delivering Skills Architect role on key accounts - received NA Partner Most Valuable Play 2020 award for involvement.• Lead implementation for numerous logos resulting in customers speaking about their successful implementation at Pluralsight LIVE 2020 user conference.

• Lead discovery and positioned services to potential new enterprise logos. • Managed successful delivery and renewal as main POC for enterprise level projects.• Coordinated resources and implementation across internal teams while concurrently tracking budget and schedule requirements.• Drove progress on scoped customization and development work through sprints while ensuring clear communication on timeline and completion status to stakeholders.• Created new processes around cross-functional teams to reduce project risk and create more efficient support.

• Architected and implemented technology solutions on enterprise level projects while providing business analysis to drive client success.• Engaged with development and product teams to scope custom development and track progress via Jira and SalesForce.• Spearheaded technical project implementation as a trusted advisor providing best practices for SaaS software setup and management.

• Strengthened client relationships and built customer loyalty by providing investment best practices, tax regulations and retirement-related information.• Executed outbound contact focused on lead generation for the financial advisement team.

• Facilitated financial conversations with individuals flagged as being in high value demographic or having potential new funds.• Finalized option, stock, and mutual fund trades at 99% accuracy.

• Fostered client success by answering questions about a broad range of financial topics; e.g. 401k, IRA, Stock & Mutual Fund trading, Options information, etc. • Executed trades and facilitated money movement / management changes at client request; held Series 7 and 63 licenses

• Drove the full sales cycle from introductory calls to closing deals through successful lead management and B2B solution selling.• Analyzed client’s advertising needs and helped build campaigns that best suited their industry message.