Katina Phillips Email and Phone Number
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Katina Phillips personal email
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Who is better to help you create a business plan than an ex-banker? I know what it takes to get a deal over the finish line. Let our team help. I’m taking 25+ years of experience in the banking industry and putting it to work for businesses with a borrowing need. Florida Funding Source has the inside track and understands that a good loan request can be declined for several reasons that have very little to do with the quality of the applicant. Lender’s appetites change based on their portfolio concentrations. All bankers aren’t created equally. Be sure the banker preparing your loan request has the knowledge and experience to represent you. Don’t limit your funding options, learn about all that’s available and make an educated selection. Don’t pay fees or agree to a rate and term that could be negotiated for a more favorable offer. Providing a quality experience to the business owners in the communities I serve. Personal Mission Statements:1. Don't let your life get in the way of your life's purpose.2. Leave others better than you found them, either: emotionally, financially, spiritually, or intellectually.Visit us @ https://floridafundingsource.com/Set up a free initial consultation to find out if we’re a good fit for your current need.
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Svp, Commercial Relationship ManagerUnited CommunityFleming Island, Fl, Us
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Founder & Ceo, Business Plan And Financing ConsultantFlorida Funding Source Jan 2021 - PresentJacksonville, Fl, Us -
Small Business OwnerFlorida Funding Source Jan 2021 - PresentJacksonville, Fl, UsWe don’t work for the bank. We work for the borrower! When it comes to securing the capital you need to fuel your next project, let us do the heavy lifting. Our team has the knowledge and resources to get your business loan or other commercial financing request across the finish line! We offer:•Complimentary initial consultation to understand your project •Analysis of current financial capabilities •Recommendation of funding option: SBA Loan, Conventional Loan, Alternative Funding Options•Gathering and reviewing support documents •Completion of application related forms and questionnaires•Market research to identify a funding source with an appetite for your project•Provide an underwriting ready package that includes: •Project Overview Narrative •Business and Business Owner(s) Background •Detailed Collateral Description and Insurance Carrier Information (if applicable) •Personal Financial Statement •Business Debt Schedule •2-3 Years Business and Personal Tax Returns (if applicable) •2-3 Years Business Financial Projections(if applicable) •Previous Year End Financials (if applicable) •Year to Date Interim Financials (if applicable) •Quick Cash Flow Analysis •All application related FormsAfter application approval services include:•Reviewing the approval terms and fees to recommend potential ways to save•Communicating with: lender, closing attorney, title company, appraisers, insurance agents, etc.•Updating insurance policies to include new lender information if needed****A HIGH FIVE AT THE CLOSING TABLE!****
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RotarianOrange Park Sunrise Rotary Jan 2019 - Present
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Vp, Business Banker, Economic Development CoordinatorBbva Aug 2003 - Feb 2022Bilbao, Vizcaya, EsSome of the best years of my professional career. -
Vice President Of Business And Retail Services121 Financial Credit Union Jan 2018 - Sep 2018Jacksonville, Fl, Us -
Vice President Of Business Services121 Financial Credit Union Mar 2017 - Sep 2018Jacksonville, Fl, UsSupporting the financial needs of the business community. Buy Local and Bank Local.
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Vice President Business BankingBbva Compass Aug 2003 - Mar 2017Birmingham, Al, UsServing the financial needs of Small Businesses with $1,000,000 to $10,000,000 in annual Revenues.Providing working capital, building and equipment financing.Offering cash management and payment capturing solutions through Merchant Services, Lock Box, ACH and more.Working with Not for Profit and Charitable Organizations to design fund raising solutions. -
Branch Retail ExecutiveBbva Compass Aug 2003 - May 2014Birmingham, Al, UsI am focused and committed to providing business and personal clients with products and services that make sense in today’s economic environment. Examples: *Compass for your Cause: allows fundraising organizations to partner with the bank to generate revenue without asking supporters to donate more. *FREE Small Business Checking: allows the business owner to keep more of the business revenue on the bottom line. *Mortgages: We have multiple options for first time buyers and those looking to refinance an existing mortgage. *Commercial Loans: From Owner Occupied Commercial Real Estate to Equipment Financing, we are fast, friendly, and competitive. *Credit Card Processing: Business owners get access to the proceeds of a credit card transaction within 24 hours. Get what you NEED and what you WANT with BBVA Compass!
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Business BankerCompass Bank Nov 2004 - Aug 2009Assisting business owners with day to day financial needs. Providing practical financial solutions for: borrowing, payment processing, accounts payable and receivable, deposit services, cash flow analysis.
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Sales ManagerAmsouth Bank 1999 - 2003
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Sales AssociateBarnett Bank 1994 - 1999
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Teller, Data Entry, Atm ProcessingJax Navy Federal Credit Union Feb 1992 - Jan 1994
Katina Phillips Skills
Katina Phillips Education Details
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St. Johns River State CollegeEducation -
The University Of Alabama
Frequently Asked Questions about Katina Phillips
What company does Katina Phillips work for?
Katina Phillips works for United Community
What is Katina Phillips's role at the current company?
Katina Phillips's current role is SVP, Commercial Relationship Manager.
What is Katina Phillips's email address?
Katina Phillips's email address is ka****@****ass.com
What is Katina Phillips's direct phone number?
Katina Phillips's direct phone number is +190450*****
What schools did Katina Phillips attend?
Katina Phillips attended St. Johns River State College, The University Of Alabama.
What are some of Katina Phillips's interests?
Katina Phillips has interest in Community Volunteer, Sports, Fishing, Networking, Children, Electronics, Outdoors, Education, Science And Technology, Music.
What skills is Katina Phillips known for?
Katina Phillips has skills like Commercial Lending, Small Business, Banking, Mortgage Lending, Commercial Banking, Loans, Sales, Small Business Lending, Customer Service, Lines Of Credit, Finance, Consumer Lending.
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