Lee Mercado Email & Phone Number

New York , Us

Examples of types of financing:▪︎No income verification Real Estate purchase/Cashout refinancing ▪︎SBA loans/lines of credit ▪︎Investment Real Estate transactions ▪︎Unsecured loans/line of credit ▪︎Equipment purchase/refinancing ▪︎Factoring Transactions LM Business Solutions is a boutique firm that services small to mid-sized businesses with affordable financing options that are both bankable and outside of the comfort level of traditional banks. We have access to over 200 lenders that compete to win your business.Our mission is to ensure that our clients have access to the financing options that best fit their needs and financial goals.

Mclean, Va, Us

Develop and manage midsized to large customer relationships to include all types of business banking and deposit products and services and maximize long-term customer satisfaction. Analyze new and existing customers financial requirements to determine cross-selling opportunities that expand and retain the customer’s business. Leverage a detailed business development plan and call schedule that builds a strong pipeline. Proactively partner with existing customers in order to fully understand their businesses, goals, strategies and challenges*Demonstrated ability to build profitable relationships and effectively drive revenues; consistently perform in the top 5% of all business bankers.

Mclean, Va, Us

Drove organizational strategy by maintaining an efficient, customer-centric operation that achieved annual revenues, sales, and customer satisfaction targets while minimizing operational losses. Understood and communicated the mission of the bank; provided effective coaching and training to ensure the value proposition was communicated consistently.*Consistently outperformed sales and customer satisfaction targets across five locations and over 40 associates.

Charlotte, Nc, Us

Aligned branch operations with the long- and short-term strategic vision of management; focused on customer service, drove the sales culture, achieved overall sales growth goals, and oversaw operational excellence. Understood the needs of key clients and market segments; identified best-fit products, communicated the value proposition, and connected customers with the most appropriate representatives.*Exceeded sales and service goals across four locations; ensured the bank was positioned well in the community by organizing and leading events supporting 64 branches in the New Jersey region.

New York, Ny, Us

Drove implementation of strategic and operational objectives; maintained a customer-centric environment that encouraged team members to provide an exceptional customer experience. Realized financial objectives; focused on revenue, growth objectives and operational efficiencies for a branch. Achieved profitability targets through account and book-level expense management, pricing and retention of accounts and quality control. *Outperformed both goals and peers in P&L management for four consecutive years.

Focused on aggressive business development goals; implemented methodologies including: outside calls, in-branch selling, telemarketing, branch campaigns, and targeted direct mailing. Understood the requirements of top customers and market segments; developed effective campaigns that effectively positioned the bank in the marketplace. Responsible for branch staffing requirements; hired, onboarded, scheduled, evaluated, and coached team members.