The Common DenominatorWhen I sit down with business owners, I frequently hear two primary concerns: 1) They would like to find ways to do more business with their best clients; and 2) They would like to attract new clients and/or break into a new market. Ideal ClientsI work with small to mid-sized privately-held commercial & industrial (C&I) businesses, that require capital to execute their business plan. I help my clients with financing growth, restructuring debt, and managing cash flow. Simply put, I help businesses solve challenges to their growth and profitWhy Jerry?I think most Bankers quite honestly are well intended but are focused on checking all the boxes, answering the questions to get a perfect profile, or to turn in a call report to show they have the right activity. I can honestly say this because although I would want to find a solution to a challenge you are facing, previously I would have put myself in that camp. Now when I sit down with a prospect I no longer have a pre-set agenda other than to learn about your business. I truly want to understand how and where you make your money. I consider myself a problem solver and advocate for the growth of your business and the best way to go about meeting your objectives. I am solution oriented to help your company take advantage of market opportunities or prevent future problems by looking at your business very holistically. Lastly I may be able to offer better terms and/or structure with revised conditions that make sense based on your business, not some cookie cutter approach like many Banks. I customize each solutions to each situation and scenario. My intention is to help you grow and create a forum where ideas can be shared and executed to help you take the next step. I am experienced with:• C&I Lending• Small Business Lending• SBA Lending• Real Estate and Construction • Cash Management• Merchant Services• Deposit Products• Home Equity/Mortgage• Personal Loans/Lines
Listed skills include Banking, Loans, Credit, Small Business Lending, and 38 others.