Kaelin Medici Email & Phone Number

Wilmington, NC, US

Wilmington, North Carolina Area

Expert in the government guaranteed lending space, specializing in mergers and acquisitions and owner occupied commercial real estate transactions.

Wilmington, North Carolina Area

-Transaction specialist with a focus on providing financing solutions for Small Business mergers and acquisitions as well as commercial real estate lending -Offering financing products that include SBA 7(a), SBA 504, USDA's Business and Industrial loans and Conventional financing.-Completes site visits to assess and evaluate prospective business and.

Wilmington, North Carolina Area

• Responsible for the analysis and presentation of Small Business Loans up to $5MM, for small business professionals across the United States
• Reviews initial loan package provided by Loan Officer to determine SBA eligibility and credit soundness.
• Analyzes applicants personal and business financial status, credit quality and collateral values to determine if loan requests meet the bank's and SBA's lending criteria
• Presents loan package to Live Oak Bank’s Credit Department for official loan approval.
• Coordinates with Loan Closing specialist to ensure a smooth transition for the borrower from Underwriting to Closing.
• Manages third party reports including appraisals and business valuations.

Wilmington, North Carolina Area

• Manages a growing loan portfolio of $140MM+ with over 100 borrowers who work in the pharmacy or family entertainment center industry.
• Serves as the main point of contact for the borrowers after the closing process answering questions regarding billing, disbursements, arranging non-standard loan repayments, release of collateral, pay downs and.
• Collects and analyzes quarterly financial statements and year end tax returns in comparison to specific industry trends and benchmarks.
• Completes site visits for each borrower every 2 years to further relationship and better understand their specific business structure and needs.
• Identifies possible sales opportunities and underwrites SBA Small Loan Advantage and LOC financing products up to $350,000.

Nashville

• Facilitated the daily distribution of production materials such as scripts, shooting schedules, call sheets, and other productiondocuments to over 200 crew and cast members.
• Performed various duties related to the operation of the production office including answering and directing phone calls,vendor relations, email correspondence, copying and filing.
• Managed the company’s catering funds and received general exposure to the TV production industry.

Greater Denver Area

• Worked with one of Denver-metro’s top real estate investment sales teams, learning the sales side of real estate investments.
• Assisted with the construction of various proposals and offering memorandums. Gained exposure to other fields of real estate such as building management, office and apartment leasing, and appraisal.

Fort Collins, Colorado Area

• Gained insight into the process of loan approval by analyzing 60+ loan portfolios with supervisor. Reorganized client information into company standard financial statements.
• Developed Home Mortgage Disclosure Act compliance reports, which were approved by the compliance department head and sent to the Federal Government.

Bachelor Of Arts (Ba), Economics And Spanish, Magna Cum Laude

Activities and Societies: Member of Middlebury’s Women’s Division III Varsity Soccer Team (2010-2012) President and Business Director of.

Education record

Tuck Bridge Program Participated in a highly selective business program developing skills in management communication, corporate finance.

Bachelor Of Science (Bs), Spanish

Furthered language skills by taking all classes in Spanish Integrated into the Spanish culture by living independently from English.