Edouardo Eugene Email & Phone Number

- Responsible for originating SBA 7(a) loans- Apply SBA Standard Operating Procedures (SOP) to evaluate loan applications for accuracy, completeness, and eligibility- Perform detailed analysis of financial statement spreads and repayment capacity for borrowers, affiliate business entities, and corporate and personal guarantors.

Boca Raton, Florida, United States

Responsible for originating commercial loans from $25,000 to $15,000,0000. Independently monitor and manage client loans from the initial contact until the loan is funded. I work closely with referral partners (brokers, financial advisors, private bankers) and internal staff (processing, underwriting, and closing).• Work closely with direct manager on process changes as a Team Lead• Assist with the training of new team membersClosed $12 million SBA 7A loans in 2018Closed $21 million in SBA 7a Loans in 2019Closed $17 million in SBA 7a loans in 2020Closed $16.6 million in SBA 7a loans in 2021 (as of May 2021)

Boca Raton, Florida

-Structure and monitor leads and determine eligibility for SBA 7a and 504 lending-Oversee each loan request through underwriting into closing, until funded-Cross sell services such has merchant processing, payroll, insurance, web hosting-Handle an average pipeline of 80+ loans from $10,000 - $10,000,000-Originate, structure, and assist the closing of SBA 7(a) and 504, Commercial Real Estate, Lines ofCredits (A/R and Inventory)

Boca Raton, Florida

• Opened and managed member’s bank accounts and finances• Advised clients on potential financial services and resolve issues• Reached out to prospective members to cross-sell services• Explained various loan products auto loans, credit cards, mortgage, and home equity loans• Assisted branch manager with monthly and weekly branch audits• Processed routine transactions including deposits, withdrawals, and loan payments

Boca Raton, Florida

• Assisted customer over the phone with sales and billing related issues.• Documented daily call trackers in Microsoft Excel for various call campaigns.• Product specialist / Floor Manager - assisted 100-150 representatives daily.