Evan Smith Email & Phone Number

Salt Lake City, Utah, United States

Greater Salt Lake City Area

Park City, Utah

• AgileCap LLC is an innovative, flexible commercial lender specifically for insurance agency owners to easily find capital for their growing business.
• I can identify and develop new strategic business partnerships with SBA banks, business brokers, and other niche companies to increase lead inflow.
• I manage lead generation marketing campaigns, such as LinkedIn sponsored content, email drip marketing, webpage blog updates, and informative video content series for YouTube business page.
• Client-level underwriting analysis by creation of amortization schedules for strategic partner leads, review commercial loan docs, tax returns, profit/loss statements, bank statements, credit reports, balance sheets.
• Consulting high value leads for commercial loan options including interest-only periods, balloon payment as a tool for bridge loans, and how to fix credit issues.
• Advise on overall revenue generating strategies, such as marketplace positioning, competitor knowledge, industry trends, and forecasts for industry changes.

Greater Salt Lake City Area

• Lendio, Inc. is the Nation's top small business lending aggregator. To date, Lendio has helped funder over 20,000 small business owners with a total commercial lending volume of over $1 billion.
• Extensive knowledge of small and SME business credit risk, collateral understanding, and financial statement analysis.
• Thorough understanding of compliance regulations for various FinTech and traditional banks and lenders.
• Oct ’16 President’s Club winner for sales conversion rate, revenue driven, and exceeding performance metrics.
• Created custom-fit funding solutions including all business loan types: SBA 7(a), SBA Express, Lines of Credit, Term Loans, Commercial Real Estate, Equipment Financing, Invoice and Purchase Order Factoring, and ACH.
• Joined the “Century Club”, for Senior Funding Managers who had funded over 100 deals during career.

Greater Salt Lake City Area

• In-depth understanding of compliance issues for the Division of Commerce and an appreciation of ongoing Continuing Education requirements designed to certify compliance with State regulators and compliance with the.
• Assisted clients with Comparable Market Analysis’, purchase contract legal advice, Lender requirements, and everything needed to facilitate on-time, stress-free closings.
• Acquired new clients through hosting Open Houses, SOI management, door-to-door marketing, and continued business support with every previous client.

Greater Salt Lake City Area

• Designed and implemented a PR campaign for a fundraising event that raised $4,300.
• Created and edited an hour-long video presentation using Microsoft Movie Maker which was viewed by more than 200 of SOUT’s top donors and athletes.

Greater Salt Lake City Area

• Paramount Acceptance offers software for gym and fitness center owners to operate all aspects of their business, including marketing, billing, and collections.
• Facilitated communication between banks, customers, and Credit Counseling Services to resolve payment dispute and avoid legal action.
• After Hurricane Katrina, counseled more than 500 displaced customers from New Orleans with their existing loans and worked to transfer services to their new homes.
• Recruited to work with the company’s highest collections department and routinely achieved daily and monthly collection goals.
• Negotiated phone calls from severely disgruntled customers and learned how to effectively deliver information in high-stress, adverse conditions.

Greater Salt Lake City Area

• Developed communication skills by relaying delicate information between surgeons, nurses, and family members who were seeking delicate information about loved ones.
• Relied upon to sterilize surgical tools properly before being used in open-heart surgeries.
• First point of contact between hospital staff and patients on the day of their surgery.

Master’S Degree, Mba, 3.8 Gpa

Bachelor'S Degree, Bachelor Of Science // Public Relations In Mass Communications

Graduated with a Minor in Business from the David Eccles School of Business at the University of Utah.