Nancy L. Beckwith Email & Phone Number

San Clemente, Ca

Executive Element is a boutique commercial mortgage loan consulting firm located in Southern California servicing small businesses and lenders nationwide. We identify credit-worthy businesses seeking financing and match them with the most appropriate financial institution for the clients' financial situation. Specializing in SBA financing, we secure and process financing for a variety of clients' needs, including, but not limited to: acquisitions, equipment financing, expansions, start-ups… Show more Executive Element is a boutique commercial mortgage loan consulting firm located in Southern California servicing small businesses and lenders nationwide. We identify credit-worthy businesses seeking financing and match them with the most appropriate financial institution for the clients' financial situation. Specializing in SBA financing, we secure and process financing for a variety of clients' needs, including, but not limited to: acquisitions, equipment financing, expansions, start-ups, partnership buy-outs, leasehold improvements, and refinancing. Additional expertise includes: franchise lending; preparing business & marketing plans; proformas; corporate document filings; and business licensures. Show less

San Clemente

Office Furniture Partners is a manufacturer representative group specializing in providing furniture for corporate markets. We strive to be a meaningful resource for the furniture marketplace and our dealer partners by providing product demonstrations, product quoting, customer service, product education/ training, and consultative selling. We provide local market continuity and impressive market penetration for our manufacturers.

BodyLogicMD Las Vegas is an age management clinic which provides hormone and nutritional therapies to combat the aging process. We see patients who are suffering hormone imbalance, weight gain, fatigue, mental fogginess, low sex drive, sleeplessness...to name a few aging problems. Treatments are customized to each individual patient's needs receiving bio-identical hormones and all natural nutritional supplements.

Sales development, presentation, and closure of 7(a) and 504 small business commercial loan products for customers throughout the midwest, northeast, and southeast regions. Analyzed prospect company financial information and qualifying factors to determine eligibility for SBA loan programs. Prepared loan package for presentation to underwriters for loan approval. Responsible for developing and maintaining relationships with referral sources and new customers to the respective lender.

Designed, structured, and implemented discount program for customer, broker, and physician groups of $2B healthcare insurance business. Business model included revenue sharing, customer loyalty programs, and business-to-business e-commerce activities.

Directed and managed three multi-disciplined departments with combined staff and external contractors of 40+ individuals for a $2B healthcare insurance business. Directed department responsible for RFP/sales proposals for healthcare insurance business. Responsible for strategizing the acquisition of large customer accounts. Directed $6M annual advertising and product line promotion activities including all media planning and placement and trade shows. Conceptualized, implemented, and… Show more Directed and managed three multi-disciplined departments with combined staff and external contractors of 40+ individuals for a $2B healthcare insurance business. Directed department responsible for RFP/sales proposals for healthcare insurance business. Responsible for strategizing the acquisition of large customer accounts. Directed $6M annual advertising and product line promotion activities including all media planning and placement and trade shows. Conceptualized, implemented, and directed a comprehensive company-wide sales force automation initiative integrating knowledge management solutions for a 300+ user network. Identified critical success factors; implemented business process reengineering to sales force. Show less