Freddy Marquez Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles, California, United States

Highly skilled business development professional focusing on sourcing and underwriting new loan opportunities. Responsible for business development and marketing, vetting, and placing new credit opportunities with lending partners ranging from owner user (both conventional and SBA lending), to Investment Commercial Real Estate and Residential Financing.

Greater Los Angeles, California, United States

Responsible for assisting business and consumer clients with income tax preparation needs, developing new accounts, and working with the real estate team on identifying commercial and residential real estate opportunities within the book of business.

United States

Responsible for developing, managing and growing net new business banking relationships. Extensive knowledge and experience working with the small business segment allows me to leverage business resources and industry experts within my organization to meet the needs of business clients with annual revenues ranging from $5-$50MM.I assist clients by using a consultative approach which starts with conducting a thorough needs assessment in order to recommend financial solutions designed to support business growth while maintaining operational integrity and corporate compliance.AREAS OF EXPERTISECash Management solutions: Analyzed and Sweep Accounts, Account Reconciliation, Commercial Card Solutions, Desktop Deposit, Foreign Exchange, Fraud Filter,Lock Box Services, Multi-Currency Accounts, Payment Manager, Positive Pay, and Wire Transfer Services.Credit Facilities:Owner - user & Investor Commercial Real Estate Financing, Lines of Credit, SBA lending 7A and 504, Factoring, LCs, Equipment & Lease Financing, ABL, Practice Finance, Freddie Mac, Fannie Mae, Commercial Mortgage - Life Co. Can help with both recourse and non-recourse.

Beverly Hills, Ca.

The Sr. Business Banking Specialist proactively grows and deepens relationships with existing small business customers as well as actively prospects for new relationships. Works on earning all of the business of a small business owner while ensuring retention and exercising excellent customer service in all customer interactions. Key responsibilities are to offer deposit, lending, and other small business product solutions in order to serve as an expert in the subject matter and achieving profitability objectives that meet the customer’s needs and financial goals. As needed, provides product delivery and service support to retail customers in addition to community outreach.

Greater Los Angeles Area

Practiced needs-based product sales and cross-sell resulting in a valuable contribution to achieving Financial Center’s production goals through profiling customers.Directed daily operations for retail stores, including branch sales and customer service by providing coverage for Financial Center Managers and Financial Specialists in an 11-store territory according to market needs. Demonstrated high efficiency working with a diverse clientele including mass markets, affluent, and business segments.

Greater Los Angeles, California, United States

· Responsible for processing and packaging loan files according to multiple lender credit guidelines through profound and extensive knowledge of residential lending programs.· Improved loan funding ratios by 40%, increasing company profitability.· Responsible for self-sourcing residential mortgage customers