Logan Teixeira Email & Phone Number

Coral Springs, Florida, United States

• Constructed a multi-year forecast of new client acquisitions and existing clientele through Excel resulting in projected revenue of $27 million.
• Negotiated favorable loan terms and interest rates with a portfolio of lenders, leading to a 20% increase in loan approvals and a 15% increase in customer satisfaction.
• Evaluated 7500+ clients’ working capital needs and presented loan options based on their financial information (Tax Returns, Bank Statements, Balance Sheets, P&Ls).
• Facilitated the loan application process for clients, including the preparation and submission of all necessary documents, thorough assessments of their company's financial records which resulted in an average loan.

• Improved average client retention rate from 71% to 89% through the implementation of monthly financial consultations via Google Meet, and the introduction of innovative client loyalty programs.
• Managed a diverse portfolio of over 100 small to large businesses, delivering customized loan options and financial solutions to support their growth and drive success.
• Spearheaded targeted outreach initiatives to support businesses impacted by COVID-19, offering a full suite of financial solutions, including PPP, EIDL, and ERTC, to ensure their sustained stability and robust recovery.

• Directed the integration of advanced software tools, such as CloudHQ, HubSpot, and Basecamp resulting in a 27% increase in productivity through effective training and supervision.
• Supported CEO and C-Suite executives optimizing workflow, productivity, and revenue forecasting for quarterly shareholder conferences.
• Trained multiple cross-functional teams in conducting comprehensive cash flow analyses and accurate eligibility calculations for PPP, EIDL, and ERTC programs, contributing to an annual increase of over $20 million in.

• Managed a daily workload of 20-30 loan solutions, products, and services ranging from $100k to $5 million, ensuring strict adherence to SBA lending guidelines
• Streamlined loan documentation gathering processes with a diverse clientele and their CPA's, ensuring successful underwriting evaluations.
• Compiled and analyzed customer financial information for multifaceted and/or complex borrowers.

• Oversaw the financial forecasting and analysis function, ensuring accurate and timely financial reporting, and budgeting which supported decision-making processes for this company with $5M+ in annual revenue.
• Analyzed and evaluated financial data to provide insights and recommendations to the executive team, including identifying areas for cost savings and revenue growth.
• Collaborated with the executive team to develop and implement strategies for business growth and expansion, including evaluating new market opportunities and potential acquisitions.

Coral Springs

• Promoted the safety and fun of 140 campers ages 6-11
• Enforced rules and regulations of camp
• Organized events and activities for the campers
• Lifeguard duty while campers are at the pool

United States

• Provided free bike-repair services for the students and faculty of UCF
• Executed high interpersonal communication with customers on a daily basis
• Assisted with financial operations by performing data entry, including updating invoices for students and recording overdue fees.

Coral Springs

• Ensured the safety and cooperation of people within the park, on and off the field.
• Responsible for reconciling conflicts between players, parents, coaches and staff.
• Received proper training from the staff of the parks and rec department in an esteemed community.

Bachelor'S Degree, Finance And Financial Management Services

Activities and societies: • Phi Eta Sigma National Honor Society Related Courses: • Equity and Capital Markets • Corporate Finance •.

Education record

Education record

Activities and societies: • Business Professionals of America (BPA) • Spanish Honor Society (SHS) • National Technical Honor Society.