Experience

Pender Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Loan Officer-Specializing in Commercial Bridge loans in District of Columbia Region

  • Aug 2018 - Present

  Pender Capital is a private money fund aggressively looking to help borrowers fund their loans that others institutions may turn away. Tell us your story, we are a very common sense lender that understands the hurdles to traditional bank financing. At Pender, we make it simple. We base our lending decisions on the most important aspect, the value of the property, not the many other strict parameters banks typically use to make decisions. Tough cash flow? That's ok. Poor credit? Tell us why. Need your money fast? We can fund within 2 weeks. We understand real estate and value and use that strength to help borrowers reach their financial goals. • Approves or denies loan within established limits, or refers loan to loan committee for approval. • Assist more senior loan officers with larger or more complex loans. • Overseeing loan operations develops the company's lending business and may travel to meet with clients. • Also may review the financial status of business partners, such as borrowers and customers, updates loan files and calculates payment schedules. Show less



Leazer Group

• Dallas/Fort Worth Area

• Insurance Agent

  • Apr 2018 - Present

  • Call our ready to purchase consumers every week with our TLG lead system • Book appointments with potential clients • Conduct face to face appts with each client to determine product eligibility and discuss options that fit the client’s needs and budget. • Fax or scan applications to our corporate office for quality control check • The ability to read and comprehend underwriting guidelines provided by each carrier • Maintain proper follow up with pending applications and proactive communication informing clients of status of their insurance policies • Update and maintain their pipeline of clientele using our sophisticated but user friendly CRM • Attend ALL local meetings/trainings and our bi-annual sales and leadership conferences to ensure growth Show less



CPI One Point

• Lewisville, Texas

• Professional Sales Specialist

  • May 2016 - Oct 2017

  • Strategize with senior management to market new products of consumer goods into traditional retail channels of distribution in the fast moving consumer goods market. • Successfully expand the marketing reach of advanced products into emerging digital and online platforms. • Initiate and close sales for a leading provider of warehouse products. • Sell Service renewals and expand customer base within the Dallas, TX, territory. • Build relationships with key decision makers and match customers with the right solutions for their needs. Show less



AAA Disability Advocates

• Tulsa, Oklahoma Area

• Case Manager

  • Oct 2014 - May 2016

  • Diligent disability case manager adeptly assisting disabled patients with efforts to receive needed care. • Especially skilled at working within state and federal disability laws. • Specialize in connecting patients with reliable external resources. • Managed over 800 cases wile meeting monthly goals of acquiring new client cases. • Prepared case reports for reconsideration and hearing and appeals council. • Diligent disability case manager adeptly assisting disabled patients with efforts to receive needed care. • Especially skilled at working within state and federal disability laws. • Specialize in connecting patients with reliable external resources. • Managed over 800 cases wile meeting monthly goals of acquiring new client cases. • Prepared case reports for reconsideration and hearing and appeals council.