Steward's mission is to promote environmental and economic stewardship through regenerative agriculture. We do this by providing flexible loans to human-scale farms, ranches, fisheries, and food producers looking to propel their operations forward. In my capacity with Steward, I serve as the lead underwriter - spearheading loan underwriting, loan structuring and due diligence management for all of our lending products.At Steward we don’t do it alone—we give qualified lenders the… Show more Steward's mission is to promote environmental and economic stewardship through regenerative agriculture. We do this by providing flexible loans to human-scale farms, ranches, fisheries, and food producers looking to propel their operations forward. In my capacity with Steward, I serve as the lead underwriter - spearheading loan underwriting, loan structuring and due diligence management for all of our lending products.At Steward we don’t do it alone—we give qualified lenders the opportunity to purchase loan participations, advancing our mission by helping to fund the growth of regenerative agriculture in their community or across the country. Show less

Fidelman Finance is a commercial real estate debt brokerage serving borrowers seeking loans of $5 million or more. We partner with lenders to originate, underwrite, and efficiently secure loans for our borrowers.

Conduct reviews of in-place business processes and procedures, identifying inefficiencies, formulating and implementing plans to solve bottlenecks in operations and designing QA checks.Financial model construction (DCF, returns projections, asset valuation)Draft various types of content including web copy, presentations, business plans, and debt books.

Oversaw the underwriting and due diligence processes for the firm’s commercial real estate property acquisitions, non-performing note acquisitions, and lending transactions, reporting directly to the partners.Responsible for creating efficient repeatable workflows and QA checks for the firm’s transaction processes encompassing initial review, research, scheduling and assigning work, and modeling data to conceptualize the viability of potential opportunities.

-Managed new revenue generation and analysis of all lending opportunities, constructed financial models including discounted cash flows and three statement models, reported conclusions and recommendations directly to lending committee and partners-Created and/or underwrote more than $200MM in transactions since July 2013; oversaw a 50% increase in the average annual volume of loans closed over the past 4 years resulting in a 140% increase in the amount of capital outlaid over the same… Show more -Managed new revenue generation and analysis of all lending opportunities, constructed financial models including discounted cash flows and three statement models, reported conclusions and recommendations directly to lending committee and partners-Created and/or underwrote more than $200MM in transactions since July 2013; oversaw a 50% increase in the average annual volume of loans closed over the past 4 years resulting in a 140% increase in the amount of capital outlaid over the same period as compared to the 4 years prior-Actively engaged in communications with multiple, geographically diverse leads, ensuring a constant flow of new revenue generating opportunities-Reduced average lead time from inception of a transaction to closing by 32.5% over the past 5 years by implementing an organized and structured workflow to simultaneously manage multiple opportunities and the expectations of upper management and clients-Negotiated terms and created unique and complex contractual structures to accommodate the financing needs of potential clients-Composed and issued contracts including term sheets, LOIs, and participation and servicing agreements-Liaised with legal to facilitate expedited loan closings and manage post-closing accounting-Negotiated, hired and managed relations with all third-party firms needed in the evaluation of potential transactions-Managed investor relations as main point of contact; composed and distributed offering memorandums, and answer high level questions related to transaction specifics and expected returns -Updated and relaunched company’s website; continuously manage and compose marketing content for site Show less

-Analyzed the corporate and capital structure of U.S. based firms currently in Chapter 11 or 7 U.S. bankruptcy proceedings-Constructed financial models to value a corporation’s tiers of debt, based on security/priority positions and certain asset liquidation assumptions -Sourced trade creditors and negotiated the purchases of ordinary course trade debt at a discount to assumed value

-Planned and executed marketing campaigns focused on not-for-profit organizations, set up sales meetings with CFOs of large 501(c)(3)s to pitch Microsoft Dynamics ERP and CRM business solutions -Developed Telesales scripts and controlled and managed our leads within a Microsoft Dynamics CRM system-Researched and assisted in composing and distributing appropriate collateral, white papers, direct mails, and e-mail marketing material