Jake Sgarbossa Email & Phone Number

South Melbourne, Victoria, Australia

Freedom Commercial powered by My Mortgage Freedom.Network of 150+ lenders from around Australia and overseas to arrange the market’s most cost competitive and flexible debt and equity solutions.Freedom Commercial's core services include:♦Private/Business Lending.♦SMSF.♦Commercial.♦Development & Construction: - Senior debt facilities - Stretch senior debt facilities - Mezzanine (second mortgage) debt facilities - Preferential equity investment - Joint venture equity partners - Residual stock loan facilities (release of equity profits from completed property) - Early equity release loan facilities (release of equity profit pre-settlement)My Mortgage Freedom's core services include:♦ Residential Home Loans - First home - Next home - Investment - Refinance - SMSFWebsite: https://www.mymortgagefreedom.com.au/commercial-loans

Pomeroy Capital works with top tier capital partners (HNWs, family offices, institutional funds and other private funders) from around Australia and overseas to arrange the market’s most cost competitive and flexible debt and equity solutions for our clients.Pomeroy Capital’s core services include:♦ Senior debt facilities♦ Stretch senior debt facilities♦ Mezzanine (second mortgage) debt facilities♦ Preferential equity investment♦ Joint venture equity partners♦ Residual stock loan facilities (release of equity profits from completed property)♦ Early equity release loan facilities (release of equity profit pre-settlement)

Specialising in Property Development and Investment lending of limits between $10-$65 million.Provided dedicated relationship management, credit analysis and administrative support to further develop sustained business growth whilst maintaining sound risk management to ensure that a quality property portfolio was maintained. Role functions included:• Managed aspects of the sales & on-boarding process.• Delivered business growth through customer retention and new acquisitions• Identified cross-sell opportunities to new and existing clients by working closely with product partners.• Lift customer satisfaction by proactively contributing in customer meetings and gaining a clear understanding of their business and associated needs.• Ensure a well managed portfolio and associated responsibilities are met in a timely manner including sound portfolio monitoring practices.

Provided dedicated relationship management, credit analysis and administrative support to a $330M Emerging Corporate portfolio. Clients typically maintained borrowing requirements between $10M - $35M and had turnovers in excess of $100M.Duties:• Acted as a key contact point for client relationships with the Bank.• Prepared credit memorandum documents for new / increase lending proposals with transaction sizes up to $20M.• Identified new to bank opportunities and leveraged existing client relationships to drive business sales opportunities for the Bank.• Monitored and maintained the ongoing credit and administrative requirements of the portfolio.• Supported the ongoing daily banking requirements of the existing client base.

Specialising in Property Development and Investment lending of limits between $10-$50 million.Provided credit analysis and administrative support to further develop sustained business growth whilst maintaining sound risk management to ensure that a quality property portfolio was maintained.

Education record

Bachelor Of Commerce, Commercial Law

Areas of study undertaken include: 🔹 Analytical Methods in Economics and Finance 🔹 International Relations 🔹 Accounting 🔹 Fundamentals.

Education record