Experience

Auxilior Capital Partners, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• VP Sales - Franchise Finance

  • Apr 2023 - Present

  Providing structured and flexible financing solutions to QSR franchisees Providing structured and flexible financing solutions to QSR franchisees



Pacific Premier Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Underwriting - Franchise

  • Jun 2019 - May 2023

  Franchise Capital Lending Franchise Capital Lending



CIT

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President - Franchise

  • Feb 2019 - May 2019

  Managed a portfolio of 14 clients with revenues between $3MM - $100MM by maintaining ongoing contact with borrowers, monitoring problem loans, and conducting risk ratings. Personally responsible for underwriting $53.5MM of new business volume the past 12 months while managing a portfolio of $60MM.

• Underwriter - Franchise Finance

  • Jun 2016 - May 2019

  - Identifying and mitigating risks on a senior secured lending platform by reviewing client information, understanding business strategy, determining appropriate transaction structure, and ensuring adequate covenants to decision the transaction. - Clear understanding of Cash Flow lending in the restaurant franchise sector with experience in Enterprise Value and Collateral Value, underwriting transactions for new and existing customers.- Acting as a liaison between sales, operations, and legal ensuring the transaction is processed timely, accurately, and risk is protected.- Special projects: authored the Franchise Underwriting Procedures for the platform, created and implemented a formal credit training program for new hires, and created a precedent transaction spreadsheet to track valuation multiples. Show less

• Relationship Manager

  • Apr 2016 - Jun 2016

  - Addressed customer service inquiries in a timely and accurate fashion by working in a telephone and email queue. - Maintained a high level of professionalism, patience, and efficiency to maximize customer satisfaction and increase customer loyalty.