Juan Montejano

SBA Business Development Officer at Centrust Bank N.A.
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Spanish -

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Bio

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • SBA Business Development Officer
      • Nov 2020 - Present

      Develops and structures loans and markets other banking products and services to Small Business Administration (SBA) eligible small and medium sized businesses. Reviews required customer financial information and coordinates with SBA to provide a lending solution for the customer. Develops and structures loans and markets other banking products and services to Small Business Administration (SBA) eligible small and medium sized businesses. Reviews required customer financial information and coordinates with SBA to provide a lending solution for the customer.

    • Vice President
      • Jul 2015 - Nov 2020

      • Responsible for developing new client relationships via COI’S, producing SBA 7a and 504 commercial loans. • Sourced and funded over $100MM in new loans • 60 % of funded loans include commercial real estate • Built and maintains a dynamic and expanding network of small business loan referral sources that include attorneys and CPA’s • Assisted in building and growing Archer Capital Group • Responsible for developing new client relationships via COI’S, producing SBA 7a and 504 commercial loans. • Sourced and funded over $100MM in new loans • 60 % of funded loans include commercial real estate • Built and maintains a dynamic and expanding network of small business loan referral sources that include attorneys and CPA’s • Assisted in building and growing Archer Capital Group

    • United States
    • Banking
    • 1 - 100 Employee
    • Business Banker
      • Mar 2013 - Jul 2015

      Business Development • Focused on prospecting and cultivating SBA 7a and 504 loans • Developed and managed a $30MM commercial loan portfolio via existing COI's, referrals and networking events. • 70% of loans were structured and collateralized with CRE • Responsible for structuring and closing commercial loans • Generated over five million dollars in new deposits, along with treasury management services. Business Development • Focused on prospecting and cultivating SBA 7a and 504 loans • Developed and managed a $30MM commercial loan portfolio via existing COI's, referrals and networking events. • 70% of loans were structured and collateralized with CRE • Responsible for structuring and closing commercial loans • Generated over five million dollars in new deposits, along with treasury management services.

    • Vice President
      • Jan 2003 - Jan 2007

      • Developed and managed a $80MM loan portfolio • Promoted to Vice President and authorized credit approval up to $150M • Generated new business through COI's and active business development throughout the Chicago land market • Originated, structured, underwrote commercial construction, multi family, mixed-use, industrial and retail strip centers. • Developed and managed a $80MM loan portfolio • Promoted to Vice President and authorized credit approval up to $150M • Generated new business through COI's and active business development throughout the Chicago land market • Originated, structured, underwrote commercial construction, multi family, mixed-use, industrial and retail strip centers.

    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President
      • Jan 1997 - May 2002

      Responsible for business development and branch management. Other duties included the development and training of branch employees through effective coaching techniques, as well as ensuring customer satisfaction and the achievement of branch goals and objectives. Responsible for growth of loans, deposits, insurance products and net income. Responsible for business development and branch management. Other duties included the development and training of branch employees through effective coaching techniques, as well as ensuring customer satisfaction and the achievement of branch goals and objectives. Responsible for growth of loans, deposits, insurance products and net income.

Education

  • Robert Morris Unversity
    Associate's degree, Business Administration
    1985 - 1987

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