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Donna Upson

Owner/Managing Member at Loan Packaging LLC
Intro Book
Seasoned finance professional with expertise in commercial lending, portfolio management, and small business financing.
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Location
Quincy, Massachusetts, United States, US
Languages
  • Spanish -
Skills
  • Commercial Lending
  • Loans
  • Portfolio Management
  • Finance
  • Small Business
  • Show all
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Bio

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Donna Upson is a seasoned finance professional with extensive experience in commercial lending, portfolio management, and small business financing. She has held various roles, including Owner/Managing Member at Loan Packaging LLC, Commercial Loan Officer at Capital Matrix, and Vice President-Commercial Lending at several banks. Donna holds an MBA from Babson College and a BA in Managerial Economics from Union College.

Experience

  • Loan Packaging LLC
    • United States
    • Owner/Managing Member
      • Jul 2023 - Present
      • United States

      Independent Contractor/Underwriting Consultant to CDC’s and small businesses utilizing the SBA 504 program.

  • Capital Matrix
    • Montana, United States
    • Commercial Loan Officer
      • Aug 2021 - Jul 2023
      • Montana, United States

      As a Commercial Loan Officer with Capital Matrix, I worked with Commercial Lenders and Business Owners in Montana through the SBA 504 program to purchase owner-occupied buildings or other fixed assets.

  • First Security Bank of Missoula
    • Missoula, Montana, United States
    • Commercial Loan Officer
      • Jun 2020 - Jul 2021
      • Missoula, Montana, United States

      Worked exclusively on the First Security Bank of Missoula PPP loan portfolio and MBOI loans

  • Bank of New England
    • Nashua NH
    • Vice President-Commercial Lending
      • Feb 2017 - Apr 2020
      • Nashua NH

      Located at the new Nashua office, I grew my portfolio by providing Commercial Real Estate financing to investors and business owners in Southern New Hampshire and Northern Massachusetts.

  • Lowell Five Cent Savings Bank
    • 125 East Dunstable Rd., Nashua, NH
    • Vice President-Commercial Lending
      • Mar 2012 - Feb 2017
      • 125 East Dunstable Rd., Nashua, NH

      Provided Commercial Financing to investors and business owners in Southern NH and Northern Mass. Grew portfolio in five years to $55million with 100+ relationships.

  • Centrix Bank
    • Vice President Commercial Lending
      • Nov 2010 - Feb 2012

      Business Development in Southern NH

  • Hampshire First Bank
    • Vice President Commercial Lending
      • Nov 2006 - Oct 2010

      Commercial Lender covering Southern New Hampshire and Northern Massachusetts

  • Loan Packaging LLC
    • Owner
      • Nov 2000 - Oct 2010

      Small Business Loan Consulting

  • KeyBank
    • Vice President Commercial Lending
      • 1997 - 2000

      Responsible for the development of a Commercial Lending Portfolio in a Loan Production Office. Grew portfolio from $0 to $35MM in 3 years. Customers from Northern Massachusetts into Southern NH.

  • First NH Bank
    • Vice President Commercial Lending
      • 1989 - 1996

      Managed Commmercial Loan portfolio in excess of $40MM with customers in the Southern NH and Northern Mass area.

Education

  • 1987 - 1989
    Babson College - Franklin W. Olin Graduate School of Business
  • 1980 - 1984
    Union College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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