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 approval rate of 95%.

• 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 revenue.

• 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.