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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Center Blvd APT 2211Long Island City, NY Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEOBJECTIVE: To leverage over 35 years of finance experience and to obtain a challenging lending position that will showcase my talents in the highly competitive world of commercial lending and portfolio managementRECENT WORK EXPERIENCE:Independent FinanceCOO- T SQUARED CAPITAL PARTNERS New York, New YorkSELF EMPLOYED COMMERCIAL LOAN CONSULTANTSOctober 2017 - PresentAdvised, sold, and financed a real estate portfolio valued above $100MMFinance over $80MM of the portfolio into long term CMBS debtSold a portfolio of real estate valued at $17MMAdvised and placed $23MM in assets into various 1031 exchange portfolios throughout different regions of the United StatesClosed over $100MM in commercial mortgages in 2022.Vice President of Commercial & Industrial Lending Wayne, New JerseyValley National Bank - October 2016 - September 2017Responsible for cultivating COI network, prior contacts, and worked with branch partners in northern New JerseyOriginated loans through the SBA 7(a) and 504 programs and the NJEDA for prospective clients moving into New JerseyWorked closely with local CDCs in New York for SBA considerationResponsible for New to New business lines with emphasis on Owner Occupied assets from $5MM to $50MM in revenue and up to $15MM in lending capacityWorked closely with partners for available cross sell opportunities in the New York/New Jersey metropolitan areaVice President of Commercial & Industrial Lending Astoria, New YorkAlma Bank - November 2015 - September 2016Established and maintained a portfolio and origination base throughout a three branch network in New JerseyManaged business development and commercial lending operations and garnered new opportunitiesMentored a junior lender in the New Jersey marketPresented loan submissions to the Board of DirectorsWorked toward target goal of $45MM with 10% portfolio increase YoYMarket Manager - NYS Business Banking Division Bridgeport, ConnecticutPeoples United Bank - June 2012 - October 2015Increased portfolio from $46MM to $84MMPortfolio consisted of 40% C&I, 25% mixed/multi, 35% lines and other collateral instrumentsWorked on all SBA lending application in New York State region originated by the BB team or branch originatorsReduced delinquencies from over 10% to less than 3%Hired, trained and consulted the entire 98 branch footprint in NYSVice President of Business Development Officers Hudson Valley Region, New YorkCitizens Bank - May 2008 - June 2012Top originator throughout 13-state footprint for a year and a half through merger with Peoples United BankResponsibilities included business development, SalesForce reporting and training, and referrals to Credit Card Division, F/X and LeasingPROFESSIONAL DEVELOPMENT, CERTIFICATIONS and ASSOCIATIONS:Rockland Business AssociationOmega trained and certified, 2015Licensed real estate brokerCommercial mortgage brokerSBA 504 and 7(a) trainedPresenter at NYS Mortgage Brokers ConventionEDUCATION:New York University School of Continuing Education New York, New YorkRelevant Coursework: Spreadsheet Analysis in FinanceMercy College Dobbs Ferry, New YorkBachelor of Science in Business AdministrationMajor: Marketing; Minor: Finance |
