Build and manage a high-performing business sales team, providing coaching, mentorship, and guidance. Lead sales team in achieving revenue targets by identifying and pursuing new business opportunities. Foster a culture of sales excellence and customer satisfaction. Develop production and sales goals, consulting with CEO about the overall health of the organization and overseeing sales team. As a Sr. Business Finance Consultant, Managed and cultivated book of business by establishing and developing long term relationships with business owners nationwide. Understand their unique financing needs, provide information regarding available programs and terms. Recommend funding solutions through a consultative approach and liaise directly between client and lender through the entire process from application to approval and loan funding.

Buena Vista Horror Club is a non-profit Haunted Attraction show located in Tijuana, Mexico that operates yearly during the Halloween season. We produce a full walk-through haunted maze with theming, scenic design, audio/visual effects, animatronic, props and scare actors that kids and families in the community can enjoy for free. This project is our way of contributing to the community and creating lifelong Halloween memories for both kids and adults.

Work with small business owners nationwide who are interested in obtaining funding for their business. Establish relationships by building rapport while developing trust to understand their borrowing needs and recommend our funding solutions based on those needs; Utilize Salesforce CRM to log, track, maintain customer records and follow up with prospect database on new funding opportunities.

Maintain an assigned portfolio of 200+ clients in order to achieve goals and objectives. Provide advice and assist clients in structuring a financial budget to build the funds necessary to resolve their outstanding debts and avoid costly litigation or bankruptcy. Contact originating credit issuers, collection agencies and attorney's offices on the client’s behalf to negotiate a reduced settlement payout on their delinquent accounts. Calculate acceptable percentages for settlement according to guidelines set forth by the negotiations department. Review client’s banking/escrow account to determine funds necessary to complete settlements and payment of company fees. Build relationships and maintain database of contacts in the accounts receivables industry to facilitate negotiations of future settlements.

Originate, source, develop, package, close and fund residential and commercial real estate secured loans. Gather, review and analyze loan documents (credit, income, taxes, P&L statements, appraisal, liens, etc.), maintained contact with clients throughout loan submission, approval and funding processes. Perform all document verifications and clear all lender-underwriting conditions of approval. Coordinated loan transaction with all parties involved. Networked with various lead sources ranging from real estate agents, brokers, architects, CPA’s, PSAR board members, members of the Chamber of Commerce, past clients and many other referral sources. Perform all work in accordance with company policies and procedures, guidelines and applicable State and Federal Regulations.