Conceptualized, organized, and launched a conventional commercial loan and private equity brokerage firm. Created financial modeling tools, spreadsheets, and information acquisition tools. Evaluated validity of real estate appraisals by property valuation analysis software and site review. Negotiated multi-million-dollar lending agreement contracts, investment property short sales, and compensation. Independently developed a business model designed to broker multi-million dollar private and… Show more Conceptualized, organized, and launched a conventional commercial loan and private equity brokerage firm. Created financial modeling tools, spreadsheets, and information acquisition tools. Evaluated validity of real estate appraisals by property valuation analysis software and site review. Negotiated multi-million-dollar lending agreement contracts, investment property short sales, and compensation. Independently developed a business model designed to broker multi-million dollar private and commercial investor funds. Functioned as a Human Resource Generalist in the recruiting, hiring, and benefit allocation of several key support personnel. Prioritized tasks, identified action items, reviewed daily reports, and triaged imperative lending and underwritten case items. Compiled information, ad hoc reports, and other related data. Combined strategic and tactical financial expertise with a strong foundation of general management, quality, and process improvement. Show less

LUCEV Finance & Investment Group is a privately held commercial real estate and non-owner-occupied residential mortgage-private equity brokerage firm. Our expertise includes commercial real estate investments, acquisitions, and business development. Moreover, within the commercial real estate; i.e. developers, private equity firms, hedge funds, and institutional investors, our associations and funding relationships include the most active participants.Based on our commitment, to those… Show more LUCEV Finance & Investment Group is a privately held commercial real estate and non-owner-occupied residential mortgage-private equity brokerage firm. Our expertise includes commercial real estate investments, acquisitions, and business development. Moreover, within the commercial real estate; i.e. developers, private equity firms, hedge funds, and institutional investors, our associations and funding relationships include the most active participants.Based on our commitment, to those we serve, LUCEV Finance & Investment Group endeavors to create a higher-quality private equity lending experience and capability. Next, as the premier private equity and fixed annuity broker, LUCEV Finance & Investment Group delivers financial products--remarkable for its innovative solution. Moreover, with our clients, business partners, stakeholders; local and global communities served, we foster relationships found in mutual trust and respect.Our expertise includes written contractual agreements, legal document preparation, project and risk management; credit analysis, market research, allocation of provisional loans, private and federal funding.Additionally, by implementing forward-looking corporate, technologies, strategies and carrying out socially responsible behavior, LUCEV Finance & Investment Group delivers the most favorable results. With that understanding, we offer several national (and international) private multi-million-dollar equity funding options. Show less

Coordinated communication and updates with internal and external stakeholders. Demonstrated familiarity with real estate and residential building construction codes. Accurately interpreted and communicated decision(s) made by senior-level disability grant adjudicators. Adhered to Statistical Quality Controls (SQC) designed to promote high-level quality in services and end products. Established escrow agreements, grant disbursement schedules, and evaluated the fiscal impact of contract… Show more Coordinated communication and updates with internal and external stakeholders. Demonstrated familiarity with real estate and residential building construction codes. Accurately interpreted and communicated decision(s) made by senior-level disability grant adjudicators. Adhered to Statistical Quality Controls (SQC) designed to promote high-level quality in services and end products. Established escrow agreements, grant disbursement schedules, and evaluated the fiscal impact of contract changes.Collected underwritten conditions for supplemental loan development, credit analysis, and due diligent review of Veterans’ financial position. Achieved agreed on deadlines, completed projects and grant requests. Streamlined and exceeded internal and external benchmark expectations. Performed necessary administrative duties. Received and processed correspondence. Screened and responded to telephone and direct inquiries. Counseled veterans, dependents, and beneficiaries regarding basic eligibility for Special Adaptive Housing (SAH) and Special Housing Adaptation (SHA) grant benefits. Show less

Coordinated and managed court calendars and judicial hearing schedules. Conducted legal research, analysis; acquired and demonstrated knowledge of the subject matter. Prepared, processed, and authorized participant financial disclosure statements, travel, and vendor payment. Formulated and updated standard legal templates and documents. Filed orders, notices, and opinions within the court electronic filing system. Administered the legal conditions that warrant judicial review… Show more Coordinated and managed court calendars and judicial hearing schedules. Conducted legal research, analysis; acquired and demonstrated knowledge of the subject matter. Prepared, processed, and authorized participant financial disclosure statements, travel, and vendor payment. Formulated and updated standard legal templates and documents. Filed orders, notices, and opinions within the court electronic filing system. Administered the legal conditions that warrant judicial review. Gathered, prepared, and exhibited evidence in support of disability claim(s). Authored verbal and written Congressional inquiries in a timely manner. Offered solutions that serve to support organizational synergy, growth, and infrastructure investments. Executed agency mission by counseling dependents and beneficiaries regarding rights under Social Security appellate laws and applicable Code(s) of Federal Regulations (CFR). Show less

Demonstrated appropriate fiduciary due diligence and field underwriting. Served as a licensed Insurance Agent, Fixed Annuity, Disability, Long-term Care, and Group Benefits Advisor. Negotiated general contracts, covenants, and agreements in accordance with the applicable financial products and regulatory compliance. Assessed and facilitated short, mid, and long-term financial goals of clients. Engineered comprehensive financial analysis to determine required funding, allocation, and… Show more Demonstrated appropriate fiduciary due diligence and field underwriting. Served as a licensed Insurance Agent, Fixed Annuity, Disability, Long-term Care, and Group Benefits Advisor. Negotiated general contracts, covenants, and agreements in accordance with the applicable financial products and regulatory compliance. Assessed and facilitated short, mid, and long-term financial goals of clients. Engineered comprehensive financial analysis to determine required funding, allocation, and distribution of assets. Oversaw confidential client files in compliance with Health Insurance Portability and Accountability Act (HIPAA) and other regulatory requirements. Show less

Interpreted and communicated decision(s) made by disability and benefit claim adjudicators. Managed call center operations identified personnel attendance metrics, and coached members. Identified and explained the types of documents necessary to facilitate the timely processing of claims.Facilitated the adjudication of compensation and pension benefits including other monetary entitlements. Prioritized tasks, identified action items, reviewed daily reports, and triaged imperative… Show more Interpreted and communicated decision(s) made by disability and benefit claim adjudicators. Managed call center operations identified personnel attendance metrics, and coached members. Identified and explained the types of documents necessary to facilitate the timely processing of claims.Facilitated the adjudication of compensation and pension benefits including other monetary entitlements. Prioritized tasks, identified action items, reviewed daily reports, and triaged imperative disability and benefit case Items. Compiled information, ad hoc reports, and other related data. Show less

Negotiated Fannie Mae and Freddie Mac mortgage loan contracts. Performed financial impact analysis, risk management, and data spreadsheet manipulation. Collected underwritten conditions for further loan development, credit analysis, and examination of borrower(s) financial position. Established multi-million dollar residential and commercial lending relationships, telephone loan origination of conventional and non-conventional mortgage products to include VA/FHA options.