With 7 years of dedicated experience in the Fintech industry, specializing in Small Business Funding, I've facilitated access to over $30M in capital for businesses across various sectors, including transportation, healthcare, real estate, retail, e-commerce, logistics, and wholesale. Throughout my tenure, I've adeptly navigated financial products such as SBA loans, Unsecured Lines of Credit, AR Financing, P.O. financing, and Commercial Real Estate, bank financing, and referred up to $20M in deposits to community Banks empowering entrepreneurs to achieve their growth objectives.During my time at Lendio, where I began as a customer service representative, I demonstrated exceptional leadership by spearheading the growth of the Business Line of Credit Department, increasing monthly revenue from $2k to over $40k consistently. My innovative approach led to the development of a scalable system, resulting in the expansion of the team by threefold. As the first employee of Lendio to ever own a franchisee at the time(2019), I further honed my expertise by working directly with business owners, recognizing the critical importance of banking relationships in accessing favorable loans, services, and networks for sustainable growth.Motivated by the profound impact of banking relationships on business success, I founded YeeGoals, a platform dedicated to connecting businesses with strategic banking partners tailored to their unique needs. My vision is to revolutionize the business banking landscape, ensuring that every enterprise maximizes its potential for growth and expansion by banking strategically. To further empower myself in this mission, I am pursuing studies to become a Financial Engineer in the long term and obtaining certification as a Commercial Banking Credit Analyst in the short term.I am driven by a relentless commitment to bridging the gap between entrepreneurs and banking institutions, harnessing the entrepreneurial spirit to drive economic prosperity and innovation. Let's collaborate to redefine the future of business banking together.
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Chief Executive OfficerGeegoalsFullerton, Ca, Us -
Chief Executive OfficerGeegoals Aug 2022 - PresentFullerton, Ca, UsA new way of approaching business banking by yelping their banking experience can lead to more profitable businesses in the long term. -
Franchise OwnerAnaheim Stars Llc Dba Lendio Anaheim Jan 2021 - Aug 2022
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Funding ManagerLendio Jul 2018 - Jan 2021Lehi, Utah, UsAs funding manager and future franchise owner, my passion and pride is fueled by the American dream. It’s pleasant being able to provide all types of finances available right now in the marketplace for small business owners and real estate investors, For further information please feel free to visit lendio.com or get in contact with me directly through messenger. I'd be happy to help you achieve your dreams and take your business to the next level. -
Funding ManagerDiaz Consulting And Associates Mar 2017 - Jun 2020Help real estate investors to look for different ways to fund their deals by networking with local banks and private money lenders in the area. Making their financial dreams come true as a partner, not as a service provider. The next step and improved version of Diaz Consulting; The Money Hunters Association, more to come very soon!
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Technical Support AdvocateVerizon Business Markets Oct 2016 - Jul 2018Basking Ridge, Nj, Us• Consistently received a 100% rate of customer satisfaction. • Answering customer calls and actively listening to identify their issues Building Customer relationships, earning their loyalty and trust. • Troubleshooting problems and resolving a range of issues from device, to billing, to service concerns. • Selling and generating excitement for new solutions and products that can enhance our business customer experience.• Provide data analysis for our government customer. Promoted 3 times within the company.• Started as Customer Service, promoted to bilingual customer advocate, and one more time to Technical support tier 2 for Business and Government accounts. -
Customer Service SpecialistVerizon Wireless Oct 2016 - Jul 2017Basking Ridge, Nj, Us -
Solar ConsultantAmerican Solar Direct Jan 2016 - Oct 2016Anaheim, California, Us• Engage customers and educate them on the benefits of solar service solutions.• Prospect potential clients and qualify leads through door-to-door contact.• Develop and nurture relationships locally and close deals during Home-Presentations.• Prepare sales contracts, proposals, and presentations.• Proven record of sales more than $200,000.00 in revenue in one month.• Most Valuable Player twice within the company. -
Job CoachGoodwill Southern California Jan 2014 - Jan 2016Los Angeles, Ca, UsCoaching, teaching and transporting mentally disabled clients. Connect clients with resources to obtain employment, and assist them with resume and interview skills. -
Student AssistantRancho Santiago Community College District 2013 - 2014Santa Ana, Ca, Us
Yosmel G. Education Details
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Strayer UniversityGeneral -
Itt Technical Institute-SylmarComputer Software And Media Applications -
Unitek CollegeInformation Technology
Frequently Asked Questions about Yosmel G.
What company does Yosmel G. work for?
Yosmel G. works for Geegoals
What is Yosmel G.'s role at the current company?
Yosmel G.'s current role is Chief Executive Officer.
What schools did Yosmel G. attend?
Yosmel G. attended Strayer University, Itt Technical Institute-Sylmar, Unitek College.
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