Michael Wilson Email & Phone Number

Boise, ID, US

United States

-Grow and develop the SBA 7a Portfolio for clients across all 50 states.-Work directly with brokers and business owners to facilitate various loan types such as OO-CRE, Business Acquistion, Debt Refinance, Business expansion, Partner Buyouts, and Equipment Financing.- Approaching $60,000,000 in lifetime SBA fundings, will cross this threshold in 2024 with.

Boise, Idaho, United States

!!!Funded over $21,000,000 in SBA 7a/504 loans in 2023!!!SBA 7a/504 and USDA Loans Nation Wide. Servicing Small Business owners in all 50 states.Owner-Occupied CRE, Business Acquisition, Partner Buyouts, Expansion and Debt Refinance.$350,000 -$5,000,000 on SBA - Even higher on USDA.

Meridian, Idaho, United States

-Manage and develop the SBA 7a and 504 portfolios.-Established myself as a top SBA Lender in my market with a huge focus on COI's and Referral Business-Specialize in Commercial Real Estate and Business Acquistion transactions. -On pace to fund over $20,000,000 in SBA volume in 2023-Mentoring and training new SBA BDO's within the organization

Austin, Texas Metropolitan Area

-Develop and manage SBA 7a portfolio of loans ranging from 100k - 5mm-Fully prescreen applications to determine SBA eligibility and credit worthiness-Full detailed understanding of the SBA SOP and how it applies within internal underwriting guidelines-Manage full cycle of process from application though underwriting and into closing.

Austin, Texas

- Manage entire process of the sales cycle from pre-qualification to closing- Underwrite on a cash-flow and credit basis and match my borrowers with the banks that best fit their credit guidelines- Average 1.5MM in originations monthly and consistently am in the top 10% of all relationship managers and account executives in sales/originations- Maintain a.

San Francisco, California

- Acquired and managed portfolios of high net-worth clients through individual outreach and internal referrals- Developed strategic relationships through prospecting, cold-calling and networking both internally and externally to drive sales and increase book revenue- Trained new bankers on effective sales and consultative skills in order to drive referrals.

Cupertino, CA

- Analyzed clients’ portfolios to assess their investment performance and presented financial planning solutions based on my forecasting - Consistently exceeded quota on all sales goals including net new money, net revenue, and product sales- Earned “Circle of Excellence” award in 2016 for ranking in the top 10% of the company's financial advisors in the.

Cupertino, California

San Jose, California

San Jose, CA

- Worked with business size $0 - $20mm- Cross-sold business banking products such as payroll, merchant services, and all credit products including SBA loans and business lines of credit- Member of the 'Million Dollar Club"- awarded to bankers who originate 1 million in loans in a quarter