Committed to helping grow small businesses into something great. Texas Capital Bank as a Preferred Small Business Administration (SBA) lender works with companies on structuring SBA 7(a) and 504 loan products to finance acquisitions, capital expenditures, purchase owner occupied real estate plus debt refinance for requests up to $15 million.

Working with small business owners to realize their financial goals. Very rewarding the years of learning from, consulting, mentoring and advising enterprise owners. I focus on SBA 7a lending for small businesses who are looking for loans up to $500,000. Can do startups, franchises, acquisitions, expansion, real estate, equipment and working capital.

Sourced, negotiated, and closed $10 million in commitments.Prepared, monitored, and managed 90-day forecasts covering three entities.Oversee financial affairs of 6 related healthcare entities.Worked with CPA and bookkeeping firm to prepare on time 8 different tax returns.

Market Manager | Relationship Manager (Fort Worth) 2017/18Developed, managed and maintained relationships with new and existing customers (100+) on a $75million portfolio. Led a team of 2-4 relationship managers.Provided options and strategic advice relative to client needs and goals with the objective of increasing revenue, share of wallet and client retention over the past year.Credit Products Manager| Credit Sales| Underwriter (Phoenix and Dallas) 1999/2017Developed and managed between 10-23 direct reports covering TX, CO, AZ, and NM markets with a total book of $500-$750 million. Received numerous awards for work done with top performing markets.Trained and focused underwriters / credit officers to acquire new prospects and build on existing clients.Implemented strategic selling, creative loan structure, negotiation, and industry benchmarking tactics to provide appropriate options to meet client needs and goals.