Sam Zanayed Email & Phone Number

Columbus, Ohio, US

100% Financing for Dental, Medical, and Veterinarian practices that are looking to acquire, start-up, expand, relocate, refinance or purchase real estate.

Chicago, Illinois, US

New York, New York, US

Up to 100% Practice Financing - Practice Acquisitions, Practice Refinance & Debt Consolidation, Expansion Remodel/Relocations.

New York, New York, US

• Acquired, expanded, and retained new and existing commercial relationships valued up to $20M in revenue while managing a book of business of 100 clients, developing new loan originations of Business Lines, Loans, and.
• Led the team nationally in terms of depository metrics, bringing in more than $10M in deposits and obtaining designation of the Top 5 business bankers within the nation in new-to-bank relationships.
• Prepared credit write-up packages, utilizing complete fiscal analysis of financial statements, trends, cash flow, ratios, and risk mitigation tactics before approving for a loan.
• Frequently participated in Chicago Dental Society meetings, sponsoring member events, such as golf outings and seminars where external partners would speak on various topics to attract dental clients to a networking.
• Provided support for 13 branches and assisted global team upmarket referrals by onboarding a large-scale tech company client and other substantial accounts.

Sioux Falls, South Dakota, US

• Obtained, reviewed, and approved all credit reports, UCC searches, CIP, OFAC, and other required documentation for accuracy, compliance, and acceptability for SBA and bank regulatory compliance.
• Performed and completed underwriting of commercial loan applicants, utilizing detailed analysis of financial statements, trends, cash flow, and various financial ratios.
• Reflected a full underwriting of financial statements through a written credit approval memorandum.

• Stimulated profit growth by exceeding service expectations by each individual customer, successfully driving business viability from nothing to sales as great as $60K in revenue.

Cincinnati, Ohio, US

• Regularly provided financing through traditional and small business administration (SBA) loans for a commercial portfolio up to $50M in revenue for new and existing clients.
• Consistently delivered and surpassed company metrics, securing recognition as a Top Producer for depository balances in 2012 with $12M.

New York, New York, US

• Acquired, expanded, and retained new and existing commercial relationships valued up to $20M in revenue while managing a book of business of 100 clients, developing new loan originations of Business Lines, Loans, and.
• Led the team nationally in terms of depository metrics, bringing in more than $10M in deposits and obtaining designation of the Top 5 business bankers within the nation in new-to-bank relationships.
• Prepared credit write-up packages, utilizing complete fiscal analysis of financial statements, trends, cash flow, ratios, and risk mitigation tactics before approving for a loan.
• Frequently participated in Chicago Dental Society meetings, sponsoring member events, such as golf outings and seminars where external partners would speak on various topics to attract dental clients to a networking.
• Provided support for 13 branches and assisted global team upmarket referrals by onboarding a large-scale tech company client and other substantial accounts.

• Marketed and sold a full line of commercial products throughout the process of initial client consultation, product presentation, and relationship building.
• Drove sales increases and maintained year-over-year (YOY) profitability, exceeding all personal and company sales objectives and goals; generated $4M in loans and $8.2M in deposits.
• Proactively established new business banking clientele by leveraging referrals, cold calling tactics, and by stimulating existing account leads.
• Consistently surpassed milestones to secure recognition as National Achiever and member of the Million Dollar Club for liabilities in 2005.

• Administered operational sales and service support to third-party distributors on Schudder Investments funds, including product updates, fund performance, and special placements.
• Executed security transactions, frequently implementing asset allocations, and creating management reports in order to maintain seamless communication.
• Acted as a cross-functional liaison between portfolio management, specialty teams, financial advisors, and clientele, regularly educating customers on Schudder offerings, mutual funds, and investment process.
• Completed NASD certification for Series 6 and Series 63.

Bachelor Of Liberal Arts And Sciences, Economics

Accounting