Hire the best Commercial Lending specialists

Check out Commercial Lending specialists with the skills you need for your next job.

Hire freelancers

$12 hourly
Pranav B.
- 4.8/5
- (32 jobs)
With over 15 years of distinguished experience in the dynamic landscape of the US mortgage industry, spanning both residential and commercial sectors, I bring a wealth of expertise to the forefront in Hard Money Lending and Residential Mortgage. Throughout my career, I have adeptly navigated various roles, including loan processing, loan origination, loan underwriting, loan servicing, escrow management, default management, and capital market establishing myself as a standout professional. Key Highlights of My Professional Journey: - Real Estate Management - Operations Optimization - Team Leadership - CRM Management - Project Management Underwriting (including Hard Money): Adept at conducting comprehensive profitability checks, verifying borrower experience, appraisal review, validating VOD, and analyzing credit. I excel in calculating liquidity, performing title and insurance reviews, and preparing loan sizer and sales tools to assess deal viability, with a specialized focus on hard money underwriting. Fix & Flip/Rehab/Bridge Loans: Possessing comprehensive knowledge and hands-on experience in handling specialized loan types, adapting to the unique requirements of each. Loan Processing: Proficient in streamlining the intricacies of efficient loan processing, ensuring a smooth and effective workflow. Institutional Sales: Skillful in selling funded deals to both institutional lenders like Toorak and passive investors, preparing executive summary, and demonstrating a strategic approach to market engagement. Title Search: Demonstrating a thorough understanding and execution of meticulous title searches, contributing to accurate and reliable information. Escrow analysis: Experience in TMO (The Mortgage Office) in entering escrow payments, verifying escrow changes, preparing escrow statement, solving queries regarding missed escrow payments Real Estate Appraisal Review: Conducting skillful evaluations of real estate appraisals to inform informed decision-making. Background Check & Credit Check: Conducting thorough background and credit checks to assess risk factors and ensure financial prudence. Foreclosure Search: Proficient in navigating foreclosure searches, contributing to a comprehensive risk assessment. Loan Modification Underwriting and Closing: Demonstrating expertise in underwriting and closing loan modifications, ensuring compliance and client satisfaction. Data Extraction/Data Mining: Proficient in extracting and mining relevant data, leveraging technological tools for informed decision-making. Client Communication: Committed to effective and transparent communication with clients, fostering strong and trustful relationships. Lenders worked with: Toorak, Kiavi, RCN, ROC, Temple View Capital CRM: Expert in Zoho, Lendingwise, LendingPad, Citrix, Encompass, TMO (The Mortgage Office), Arive, NARPRR

Commercial Lending
Communication Skills
Loan Processing
Data Processing
Real Estate Appraisal
Underwriting
$40 hourly
S M Yusuf M.
- 4.9/5
- (82 jobs)
As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. Investment Pitch Deck: I create investment pitch decks, investment memos, and offering memorandums for both value-add and construction development real estate investment opportunities, I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); - Real Estate Investment Pitch Deck Creation Let's connect for any questions or chat about how I can help. I look forward to getting in touch!

Commercial Lending
Presentations
Real Estate Investment Assistance
Pitch Deck
Valuation
Microsoft Excel
Financial Modeling
Asset Management
Report Writing
Commercial Lease
Underwriting
Real Estate Financial Modeling
Market Analysis
Cash Flow Analysis
$200 hourly
Clint L.
- 4.5/5
- (146 jobs)
I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?

Commercial Lending
Financial Analysis & Valuation
Real Estate Financial Model
Business Management
Business Proposal
Capital Markets
Equity Valuation
Partnership Agreement
Financial Prospectus Writing
SEC Regulation
Underwriting
Contract Negotiation
Business Valuation
Mergers & Acquisitions
$150 hourly
James C.
- 5.0/5
- (177 jobs)
Corporate, Contracts, Technology, Securities, Small Business Attorney, with current emphasis on Start-up and Emerging Growth Companies and IT-Related and other Commercial Agreements. I am admitted in good standing in New York, with more than 20 years of quality experience. Currently I am operating my practice remotely from the Research Triangle in Raleigh, North Carolina. The savings in much lower overhead is passed on to you. I was a corporate/SEC associate at three Am Law 100 law firms (i.e., 100 largest, most prestigious and profitable law firms in the US) in New York City and then started a sophisticated solo corporate practice. My clients range from start-ups to small businesses to long-term assignments for major companies such as PwC (technology consulting group), MasterCard (technology consulting group), TIAA-CREF, Fox-Pitt Kelton (investment bank), Investment Technology Group (financial services technology), United Technologies Corporation (supply chain and distribution), Bank of America (IT and vendor contracts), Wells Fargo (venture capital and private equity) and MetLife (M&A and technology contracts).

Commercial Lending
Software Licensing
Venture Capital Consulting
Securities Law
Crowdfunding
Limited Liability Company
Legal Entity Structuring
C-Corporation
Startup Consulting
Non-Disclosure Agreement
Corporate Law
Employment Law
Stock Issuance
Stock Option Agreement
Contract Drafting
$75 hourly
Anh N.
- 5.0/5
- (39 jobs)
📌 You can have your financial model ready in 2-3 days. With 7+ years helping over 70 business, I have seen it all and know precisely what creates compelling financial models that investors can't resist. What I do: 1️⃣ Financial Models 2️⃣ Spreadsheet Automation 3️⃣ Valuation 4️⃣ Cap Tables 5️⃣ Pitch Decks ✅ 7+ years of experience in Venture Capital, Corporate Banking and M&A Advisory ✅ Over $200M in Projects Valuation ✅ Institutional-level Automation Experience for capital raising with Goldman Sachs ✅ $10M secured capital – Over $100M in Valuation ✅ Passed all 3 Levels of CFA Examination ✅ Helped over 70 business optimized and secure funding Working with me is a straight 5-step process: Step 1️⃣ - Introductory call Step 2️⃣ - Work scope development detailed timeline, budget and delivery Step 3️⃣ - Delivery of the first version of the financial model Step 4️⃣ - Review and Delivery of the updated financial model Step 5️⃣ - If completely satisfied, approve the project and make payment ⚡️ If you're just starting - you'll know where you stand. ⚡️ If you've been in the market – you’ll get to optimize your operation. ⚡️ If you're mature and want liquidation – you’ll have confident meeting with investors and always be conscious as you transition through the M&A process. Though I cannot help everyone, we will be a great fit if this is what you are thinking: 🚀 “I want to see the overall business operation and I want the BEST!!” 🚀 “I am NOT a financial expert. I know my business numbers, but I NEED an excellent accounting-based presentation” 🚀 “My financial data are ALL OVER the place, what should I do? I’m meeting my investors soon” 🚀 “I’m changing the direction of my business and its strategy. How would it IMPACT the profit. Will it be FEASABLE.” 🚀 “I am looking into several seem-to-be good investments, but I am NOT SURE. I DON’T wanna LOSE millions on these deals” Not every business is my clients, though – some signs we might not fit with each other: ✘ The company is struggled to stay afloat, losing tremendous capitals and fail to pay salaries (I can’t accept money while your people can’t pay their foods). ✘ Rather than in depth analysis, just need to bookkeep & tax filing (Daily & Regulated Activities) ✘ Show up only when needed, non-responsive to incoming messages (We all want to update on each other progress continuously) ✘ “Mutual Respect” is not of your core value (We all love working with people whom cherish our relationships) 🤝 Sound like a good fit? Don't hesitate to contact me. I would be happy to provide more information about my services and answer any questions you may have. Let's work together to achieve success! Warm Regards, Tien Anh P.S. Regardless of who you choose, keep my profile handy in case you need me later. ------------------------------ 🏆 Top Rated Plus & 100% Job Success 🏆 ------------------------------ ⭐ ⭐⭐⭐⭐ $+1 Billion Portfolio Performance Automation "Working with Anh has been an absolute pleasure so far. He is clear with his communication and his work product is excellent. Highly recommended." – Joanna Lu, Portfolio Managing Director ⭐ ⭐ ⭐ ⭐ ⭐ Multi-Entity Consolidation & Budget Automation "Anh is incredible! He developed a consolidated budget model for our multi-entity corporation, incorporating hundreds of inputs that allow us to budget for current locations and forecast new openings. He is very responsive with a quick turnaround, completing this extensive budgeting model in just about a month. Even after the project was completed, he continues to provide quick support whenever we need adjustments to the model." – Russell Yam, CEO of Orbital Kitchens Holdings Group, Inc. ⭐ ⭐⭐⭐⭐ Investment Property Portfolio Model "I worked with Anh for over 3 months on a large scale & complex financial model. His availability, positive approach & speed at which he turned around tasks was super helpful and to a very high standard. I couldn't have done it without his help - lovely guy to work with too!" – Nicholas Melrose, CEO of ScaleApps ⭐ ⭐⭐⭐⭐ E-Commerce Business Valuation "Anh was amazing to work with. I was able to send him a lot of financials that needed to be analyzed and simplified, gave him only a brief summary of our business operations, and he came back with exactly what we needed in less than a week. We had several rounds of small revisions to get the model finished, and each time he responded quickly and asked detailed questions to ensure we got what we needed. He's extremely knowledgeable, needs very little direction, and built us an impressive model while providing some great insights into what we could realistically get for our company based on our numbers. Thanks to Anh, we're ready to confidently go into meetings with buyers, and have an invaluable tool to use for future forecasting and strategy." – Christina Quach, Business Owner - Ellie & Becks

Commercial Lending
PowerPoint Presentation
Presentation Design
Visual Presentation Design
Business Analysis
Data Analysis
Chartered Financial Analyst
Portfolio Performance Modeling
Business Valuation
Google Sheets
Microsoft Excel
Python
Financial Projection
Financial Modeling
Financial Management
Startup Consulting
$150 hourly
Joel B.
- 5.0/5
- (83 jobs)
I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.

Commercial Lending
Pro Forma Statement
Financial Projection
Financial Analysis
Financial Modeling
Real Estate Investment Assistance
Project Finance
Real Estate Financial Modeling
Presentations
Microsoft Excel
$40 hourly
Heena D.
- 4.8/5
- (707 jobs)
🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.

Commercial Lending
Business Plan
Financial Accounting
Investment Research
Financial Management
Legal Consulting
Bookkeeping
Budget Management
Business Analysis
Business Valuation
$100 hourly
Kiran S.
- 5.0/5
- (135 jobs)
🏆 UPWORK TOP RATED PLUS🏆 If you want to raise capital or supercharge your business growth, I can help. I have worked with 130+ companies, raised $60M+ and achieved multiple successful acquisitions for my clients. The founders I work with are pitching at the highest level. I help them crush it: 🌟 "I got the deal in the room!" [Plug and Play] 🌟 “The deck is terrific, definitely sparks more interest" [Tiger Global] 🌟 “We just received the term sheet. All terms accepted." [Successful M&A exit] 💛 Here is a real review that you can find on my Upwork account (contract worth $80,000): "Kiran is nothing short of exceptional. I can confidently say he is the best freelancer I’ve ever worked with. His ability to quickly understand intricate business models is remarkable. Thanks to Kiran, my business has reached new heights. He’s not just a freelancer; he’s a trusted friend and invaluable business partner. I can’t recommend him highly enough." My specialities include: ✔️ Wall Street-level Pitch Decks & Business Plans ✔️ Investor-ready Financial Models ✔️ Startup and Business Valuations ✔️ Investment Memorandums (IM) and Teasers ✔️ Cashflow Modelling ✔️ Custom KPI forecasts and dashboards My background: 🏆 B.A. Economics & Management, Oxford University 🏆 8+ years in elite Banking & Consulting roles (UBS, Funds worth $2B+) 🏆 110+ Financial Models, 60+ Pitch Decks, 30+ fundraises (total $60M+) completed 🏆 Excel expert, 10+ years professional experience 🏆 Native English Speaker My style: 💎 I deliver excellent work, on time, every time 💎 I only take on projects I will knock out of the park 💎 I have a waitlist due to high demand, so I'm selective with clients What I look for in a new client: ✅ Open minded, willing to trust my process ✅ Agrees to reasonable deadlines ✅ Want a full project, not just edits ✅ Knows my minimum scope, and wants the BEST ✅ Values honesty and integrity Sound like a fit? Next steps: 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Let me know how I can help you (the more specific, the better) I can't wait to hear from you!

Commercial Lending
Financial Analysis
Business Strategy
Startup Consulting
Microsoft PowerPoint
Financial Reporting
Fundraising
Valuation
Business Modeling
Financial Model
Pitch Deck
Financial Plan
Business Plan
Business Consulting
Financial Projection
Microsoft Excel
$75 hourly
Patrick G.
- 5.0/5
- (21 jobs)
I have a diverse range of skills from article writing, blog content, real estate proformas, business plan writing, and intermediate Excel work.

Commercial Lending
Real Estate
Communication Skills
Real Estate Financial Modeling
Project Management
Google Docs
Microsoft Excel
Microsoft PowerPoint
$90 hourly
Leonard W.
- 4.9/5
- (147 jobs)
Expert business plan writing and consulting by a nationally-recognized professional firm since 1979. Better Business Bureau A+ Rating. BPLANNING.com is the leading national business plan writing firm offering products and services, changing the way serious companies approach the art of business management. We assist clients in the preparation of professional business plans that get results as well as provide onsite management consulting, funding, and human resource products and services. Whether as a startup or a rapidly expanding company, our experienced consultants empower our clients with an innovative business planning process that encourages creative and proactive thinking by all constituents. We've assisted over 5000 clients in all industries, including Shell Oil, Kontron, Roche Diagnostics, Rockwell, YUM Brands, FreeLancer.com, NewFaze.com, MyPageUp.com, Informa Healthcare, CarolAlt.com, EVE, Ron Perlman, University of Hawaii, University of Maryland, and many more. Customized services and products include: * Onsite & Offsite Consulting Services * Strategic Business Plans * Marketing and Action Plans * Research * Presentations * Implementation Services * Private Placement Memorandums * Website Development * Management Consulting * Project Management * Business Organization * Fund Raising * Human Resource services and products, including Policy & Procedure Manual, Employee Handbook, and several Instructional Business Manuals.

Commercial Lending
Business Management
Management Consulting
Business Development
Business Plan
$300 hourly
Barry G.
- 4.9/5
- (246 jobs)
A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry

Commercial Lending
Legal Writing
Mergers & Acquisitions
Contract Law
Tax Law
Intellectual Property Law
Legal Research
Employment Law
Legal Consulting
$10 hourly
Mo K.
- 5.0/5
- (7 jobs)
With a rich background spanning 18 years in the U.S. mortgage industry, I bring extensive expertise in both residential and private lending. My core competencies lie in comprehensive loan processing, efficient loan servicing, adept underwriting, specializing in hard money loans, assessing Debt Service Coverage Ratios (DSCR), and managing long-term loans as a transaction manager. My in-depth knowledge extends to navigating the intricate landscape of lending rules and regulations, coupled with a mastery of loan documentation. Complemented by excellent communication skills, I am dedicated to delivering premium results while excelling in time management. Beyond my mortgage industry prowess, I have diversified my skills through engaging in YouTube script writing, content creation, and ghostwriting. This versatility allows me to bring a unique perspective and creative flair to various writing projects. I am enthusiastic about the prospect of leveraging my extensive financial background and creative writing skills to contribute significantly to your team. Thank you for considering my application. I am eager to discuss how my multifaceted skill set aligns with the needs of your organization.

Commercial Lending
Real Estate Appraisal
Bengali to English Translation
Instagram Plugin
Hindi to English Translation
Book Editing
Proofreading
Book Writing
Ghostwriting
Content Writing
Ebook Writing
Real Estate
Creative Writing
$175 hourly
Carlos G. A.
- 4.9/5
- (47 jobs)
I'm a down - to - earth, expert - vetted (Top 1%) freelance consultant, who is driven, reliable, resourceful and looking to collaborate with like - minded people to help build their business. I've done so on three different occasions - a direct to consumer (DTC) e-commerce subscription based athletic apparel company, a mobile app financial technology venture and a consulting practice. I also served as the Chief Executive Officer of AgentLoop, an investor backed global PropTech company on a path to reimagine the real estate home buying experience. On the consulting side, I've contributed in business planning for multiple AI enabled Fintech startups, capital raising for multiple e - commerce businesses, planning dual social enterprise fashion brands, applied research within a sustainability consortium of fashion industry CEO's incubating and launching market based large scale solutions, establishing a historic setting higher education institution in SoHo, New York City, ideating and planning dual sided marketplaces, undertaking market research for well - known digital music streaming services, planning and constructing capital raising documents for cannabis industry innovators , and the list goes on. My consulting practice focuses on the following services - ✅ Source partners ✅ Create fundable business plans ✅ Ideate, design and construct pitch decks ✅ Build financial models ✅ Capital acquisition strategy ✅ Undertake business development activities The process of ideating and constructing business plans and pitch decks was cultivated internally through collaboration with prominent Pre-Seed, Seed, and Series A investors based in both NYC and Silicon Valley. These documents, which bear a strong brand identity and an appealing aesthetic, effectively convey the precise information investors seek in a compelling narrative format. My clients have secured funding from a diverse array of sources, including individual private investors, global private investment syndicates, lenders approved by the Small Business Administration (SBA), traditional banks, alternative funding institutions, top-tier venture capital firms, private equity funds, and support from friends and family. I like to enjoy working with people, as a result, please work with me if - ✅ You want a premium product ✅ You want prompt quality service ✅ You want respectful and courteous treatment ✅ You are engaged and responsive ✅ You understand it takes a thoughtful approach to develop a quality deliverable We move fast and are mindful of time, so the approximate timeline to complete project deliverables - ✅ Pitch deck - 2 wks. ✅ Financial model - 2 wks. ✅ Business plan & financial model - 4 wks. ✅ Business plan, financial model, pitch deck, data room, target investor list - 6 wks. Some client testimonials: ✅ "I can't thank Carlos enough! His level of support and engagement to understand and deliver on my team's needs are beyond appreciated. His level of expertise is evident through the advisement provided on various projects that he consistently delivers on in a timely manner. I appreciate him for extending his availability on short notice when needed to progress phases of the project. I'll definitely continue to leverage him for future needs. Thank you Carlos!!" ✅ "Carlos helped us secure our first SBA loan and did it with high diligence and expertise. I would highly recommend his loan expertise to any SBA newcomers or veterans who are unable to oversee the lengthy process of an SBA loan." ✅ “Carlos has completed a variety of projects for me each with differing degrees of complexity. He's exceeded my expectations on each and continually been available for the next milestone. Highly recommend him and looking forward to working with him again." Finally, I am a graduate of Marquette University with an International Business and Marketing degree, a Master’s of Business Administration (MBA) from The University of Wisconsin-Madison, financial planning education from Northwestern University and successfully completed the Certified Financial Planning designation examination requirement. I've also served on a number of non - profit boards and city commissions. Prior to my entrepreneurial adventures I graduated the mid - market investment bank Robert W. Baird’s Private Wealth Management leadership rotational development program, where I became a private wealth consultant serving as in - house financial planner and lead business development executive in a $250M book of business, driving asset gathering through the development of cross border investment networks. Baird has been consistently ranked Top 20 on Fortune Magazine's 100 Best Companies To work For. As a hobby, I practice Mixed Martial Arts (Boxing, Muay Thai and Grappling), invest a private cryptocurrency fund (30X since inception), spend time with my little Maltese/Shit - Zu named Marco and travel the world. I am fluent in English and Spanish. Look forward to working with you.

Commercial Lending
Business Planning & Strategy
Management Consulting
Marketing Strategy
Business Strategy
Business Plan
Pitchbook
Investor Overview
Venture Capital Consulting
Business Development
Business Presentation
Business Consulting
Market Research
$25 hourly
Anna M.
- 5.0/5
- (30 jobs)
I´m a person who is able to manage different projects at the same time, analytical with the ability to work with numbers, creative to solve problems, business-oriented, and an effective decision maker. I have a diverse background experience working in the field of Marketing, Business Development, Human Resources and Corporate Finance. Also, I have had the chance to work with teams from different cultures and I enjoy dealing with people worldwide. My main strengths are leadership, adaptability, and proactivity. I enjoy working and teams and have contact with clients. Please do not hesitate to contact me if you desire additional information. I would welcome a request at your earliest convenience to further discuss my qualifications for serving you.

Commercial Lending
Management Skills
DeFi
Light Project Management
Management Consulting
Team Building
Human Resource Management
Administrative Support
Project Finance
FinTech
FinTech Consulting
Cryptocurrency
Cultural Adaptation
Market Research
$45 hourly
Shahid H.
- 5.0/5
- (23 jobs)
I am a Chartered Accountant and have over 13 years of experience in bookkeeping, tax filings and financial reporting. I mainly performed tax filing, bookkeeping, bank reconciliations, GL reconciliations, developing charts of accounts, migration of accounting software, invoice generation, and working capital management. Extensive experience of bookkeeping through Quickbooks Desktop, Quickbook Online, Wave, Xero, Freshbooks, oodo, Zoho Books, Yardi accounting software. My mission is to provide top-of-the-line service to my clients and build long-term and sustainable relationships. Services: - Bookkeeping - Working Capital Management - Bank Reconciliation - Setting up/ running QuickBook - Preparation of Financial Statements - Corporate Income Tax returns filing - Personal Income Tax returns filing

Commercial Lending
FreshBooks
Yardi Software
Xero
Odoo
Wave Accounting
Business Valuation
Accounts Receivable Management
Accounts Payable Management
Business Modeling
System Configuration
Dashboard
Account Reconciliation
Bank Reconciliation
Chart of Accounts
Intuit QuickBooks
$250 hourly
Robert L.
- 4.9/5
- (97 jobs)
Linch Legal, Inc. provides legal services to start-ups, small, and medium-sized businesses. The firm specializes in corporate and contractual matters for businesses in every part of the business cycle, from inception to exit. We are focused on allowing your business to thrive through efficient and elegant common-sense legal solutions, delivered at a good price point. We help our clients understand and navigate complex legal matters and go the extra mile to ensure our clients are well-informed and no question is left unanswered or in doubt. We handle all legal matters from small, one-off services to full-service representation on large projects and transactions. Some of my more recent legal work include (among other things): - Full company legal representation in VC financings with target companies into the +$120M valuation range. - Representation of private investors in investment transactions. - Representation and strategy development/coaching for incoming C-suite/Advisors negotiating compensation packages with start-up companies (from seed to advanced funding rounds). - GDPR/CCPA compliance planning, policy development, and auditing ranging from small start-up businesses to ones with tens of millions of users. - Setting up investment vehicles for small businesses seeking investments from accredited investors (Reg D) - Drafting/Research for Reg D private placements ranging up to +$10M, including PPM/Subscription Agreement/ancillary document drafting. - Full service consulting for corporate governance, complex deal structuring, joint ventures, and licensing agreements. - Sale and purchase of businesses (both whole enterprise and partial interests) into the +$25M range - Drafting and negotiating a full range of business deals from very small to multi-million dollar transactions. - Review and drafting service for business agreements of all types. We cover all business legal needs and are on the pulse of small business and start-up culture to monitor developments and inform our legal approach—all to give you exceptional advice that suits the needs and concerns of your business.

Commercial Lending
Corporate Governance
SaaS
Legal Research
Document Review
Venture Capital Consulting
Limited Liability Company
S-Corporation
Contract Law
Trademark Consulting
Startup Consulting
Corporate Law
Tech & IT
Contract Drafting
Intellectual Property Law
$425 hourly
Benjamin W.
- 5.0/5
- (392 jobs)
Top Rated Plus Attorney on UpWork with 100% Job Success! I am a California-barred attorney specializing in business needs. My areas of expertise include corporate formation, contract law, regulatory compliance and licensing, general corporate law, and employment law. I truly enjoy getting to know my clients, whether they are big businesses, small start-ups looking to launch, or individuals needing legal guidance. Some of my recent projects include: -drafting business purchase and sale agreements -drafting letters of opinion for small business loans -creating influencer agreements -creating compliance policies and procedures for businesses in highly regulated industries -drafting service contracts -advising on CA legality of hiring gig workers including effects of Prop 22 and AB5 -forming LLCs -drafting terms of service and privacy policies -reviewing employment contracts I received my JD from UCLA School of Law and have been practicing for over six years in this area. I’m an avid reader and writer and believe those skills have served me well in my practice. I also complete continuing education courses regularly to ensure I am up-to-date on best practices for my clients. I pride myself on providing useful and accurate legal advice without complex and confusing jargon. I look forward to learning about your specific needs and helping you to accomplish your goals. Please reach out to learn more about my process and see if we are a good fit!

Commercial Lending
Legal
Contract Negotiation
Legal Assistance
Document Analysis
Legal Research
Corporate Law
Contract Law
Regulatory Compliance
Employment Law
Compliance
State Bar of California
Licensing
$80 hourly
Reuben C.
- 4.9/5
- (58 jobs)
Reuben has extensive corporate legal experience working across top-tier international UK, Japanese and Australian law firms, as well as acting as an in-house counsel for both private and publicly listed companies. He has also served as a consultant for multinational corporates in the corporate, projects, general commercial, IT, energy and infrastructure sectors throughout Japan, Australia, US, Europe, Singapore, Vietnam, Hong Kong, Taiwan, Mainland China and the Middle East. Reuben can help you with matters including but not limited to: 1. contract drafting, review and negotiation; 2. legal advice, regulatory advice and opinion papers; 3. legal due diligence (including the preparation of due diligence reports); 4. Mergers & Acquisitions (M&A) transactions (including preparing legal due diligence reports, drafting Share Purchase Agreements or Asset Purchase Agreements and providing ancillary advice); 5. dispute resolution, claim preparation and claims management; 6. contract management; 7. drafting Terms and Conditions (T&Cs), Privacy Policies, Cookie Policies and Terms of Use; and 8. assist with dispute resolution (including traditional litigation, arbitration and other forms of ADR. Reuben is always available to assist you with your legal needs and requirements, so please do not hesitate to contact him. 🔗 Keywords: NDA, MOU, Privacy Policy, T&Cs, Cookie Policy, Licensing Agreement, Intellectual Property, Contract Drafting, Contract Review, Contract Negotiation, Legal Advice, Data Privacy, Mergers & Acquisitions, SaaS Agreement, End-User Licensing Agreement (EULA), Service Level Agreement (SLA), Share Purchase Agreement, Legal Due Diligence, ADR, Arbitration, Contract Management.

Commercial Lending
Legal Consulting
Privacy Policy
Legal Agreement
Legal Documentation
Intellectual Property Law
Data Privacy
Policy Writing
Compliance
Contract Management
Legal Research
Due Diligence
Legal Drafting
Contract Drafting
Contract Negotiation
Contract Law
$175 hourly
Stephanie H.
- 4.9/5
- (157 jobs)
I deliver concise, legally enforceable commercial contracts and leases which reduce risk and are compliant with state, federal and regulatory laws. I also strive to obtain favorable outcomes in the negotiation of commercial contracts and leases, mitigate risk, streamline business operations and deliver solid solutions to complex legal issues. I am an experienced retired attorney with more than twenty five years of experience handling real estate, family, consumer, litigation, corporate, employment and intellectual property issues. Previously licensed in New York, New Jersey and Pennsylvania I have recently relocated to the Houston, Texas area. I have a proven track record in managing multiple complex matters including drafting and negotiation of joint venture, intellectual property, NDA, partnership, operating, construction, buy-out, dissolution, financing, purchase, non-compete, non-solicitation, and employment agreements. I also specialize in the negotiation of residential and commercial leases. My work includes representation of not-for-profit companies as well as hospitality, construction, technology, finance, mortgage, and start-up corporations in structuring transactions, researching legal compliance issues and addressing corporate formation and governance issues.

Commercial Lending
Policy Writing
Intellectual Property Law
Non-Disclosure Agreement
Contract Negotiation
Business Consulting
Commercial Lease
Real Estate Law
Family Law
Commercial Litigation
Corporate Law
Legal
Business Planning & Strategy
Document Review
Contract Drafting
Legal Research
$160 hourly
Bob G.
- 5.0/5
- (340 jobs)
I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.

Commercial Lending
Budget Management
Capital Markets
Business Coaching
Process Improvement
Startup Consulting
Business Valuation
Mergers & Acquisitions
Business Plan
Strategic Plan
$650 hourly
Richard N.
- 5.0/5
- (1,039 jobs)
I have been practicing law for 40 years and hold an MBA. I have acted as legal counsel or advisor to over 2,500 startups and early-stage entrepreneurs. Looking at my client reviews, you will see almost exclusively 5-star reviews going back several years. I specialize in the following disciplines: General Business Law: -Contract Law -Contract and Deal Negotiations -Corporate Formation and Governance -Intellectual Property: Licensing, Copyright, Trademark -Employment, Independent Contractor and Services Agreements -International Law -Regulatory Law -Startup Law -Web Operator Disclosures (TOS/T&C, PP, GDPR) Securities and Finance -Offering Documents, PPM, Subscription Agreements -Convertible Notes, SAFEs, and other similar investment vehicles -Startup Financing -SEC exemptions: Regulations A+, Reg D (506b, 506c), Reg S, Reg CF - Mergers & Acquisitions --Asset Purchase Agreements --Stock Purchase Agreements -Legal Opinions/Howey Test Securities Law -The Securities Exchange Act of 1934 -The Securities Act of 1933 -Securities and Exchange Commission regulations and rules -State Blue Sky Laws -Financial Industry Regulatory Authority regulations and rules -North American Securities Administrators Association -Investment Company Act of 1940 --Investment Advisor Licensing I welcome further discussions regarding your needs. Richard Nacht, Esq.

Commercial Lending
Mergers & Acquisitions
Private Equity
Stock Option Agreement
Startup Company
Finance & Law
Intellectual Property Law
Entrepreneurship
Law
Legal Entity Structuring
Contract Drafting
SEC Regulation
Securities Law
Startup Consulting
Corporate Law
Legal
$245 hourly
Bryan B.
- 4.8/5
- (280 jobs)
I am a licensed Texas attorney, working out of Austin. I enjoy working with small business and startups accomplish their goals. My areas of focus include: • Asset Protection • Business Formation • Contract Drafting • Document Review • Real Estate • Securities • Tax

Commercial Lending
Cryptocurrency
SEC Regulation
Real Estate Law
Trust, Estate & Will Agreement
Legal Consulting
State Bar of Texas
Corporate Law
Contract Law
Employment Law
Tax Law
Contract Drafting
$24 hourly
Ruchik C.
- 4.7/5
- (83 jobs)
Detail-oriented real estate analyst and underwriter. Extensive experience in sourcing deals, underwriting, and analyzing properties across the US. I have also worked in hospitality, preparing exhaustive US hotel appraisal reports using STAR and CoStar reports, analyzing ADR/Occupancy/other market metrics, and studying demographic trends. I hold an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective. I have analyzed over 500 deals in various sub-segments across the US and my experience includes: - Multifamily real estate underwriting - Commercial (NNN/FSG/MG leases) real estate underwriting - Self storage real estate underwriting - Performing detailed comps analysis - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports - Evaluating demographics and macro data for specific locations I can analyze rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. I am well-versed with data sources like Neighborhood Scout, FRED, BLS, FEMA, etc. used in evaluating a sub-market/location. I have also worked with multiple underwriting excel models and understand the nuances of various models as well as how the numbers flow through the various calculations. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel based on the Partnership/Operating agreement conditions. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums. I can also write content and blogs for investors.

Commercial Lending
Real Estate Appraisal
Real Estate Acquisition
Waterfall
Microsoft Word
Equity Research
Portfolio Performance Modeling
Microsoft Excel
Technical Analysis
Financial Modeling
Real Estate Financial Modeling
Data Entry
Investment Strategy
Investment Research
Writing
Financial Analysis
$200 hourly
Jeffrey F.
- 4.9/5
- (1,505 jobs)
UpWork's most experienced attorney freelancer. Licensed lawyer with 15 years total experience. Trusted and respected expert lawyer providing the highest-quality, best-value, and fastest-turnaround legal services for both businesses and individuals. Knowledgeable in all areas including contracts; labor & employment; liability; disputes; intellectual property; pleadings; legal research & consulting. Graduate of Vermont Law School & Seton Hall University with 4 advanced degrees total. I am a hardworking professional willing to go the extra mile for my clients - just read what those clients have said below!

Commercial Lending
Legal Research
Corporate Law
Contract Negotiation
Contract Law
Legal Writing
Contract Drafting
Nonprofit Organization
Policy Writing
Business Services
Legal Consulting
Copy Editing
Workplace Safety & Health
New York State Bar Association
New Jersey State Bar Association
$80 hourly
Daniel P.
- 4.9/5
- (178 jobs)
"The difference between ordinary and extraordinary is that little extra." ~ Jimmy Johnson My past clients include PhDs, CEOs, Company Founders, and otherwise those at the top of their respective expertise. With industries ranging from veterinarian training, oil drilling, special education, law, wealth management, and language translation to name a few. In scope, these projects have spanned from small personal budgets to revenue calculations for the world-class Waldorf Astoria hotel. Regardless of circumstance, my primary goal is to bring your ideas to life in Excel while demonstrating the promptness and respect you deserve. To provide both the technical knowledge to complete a project and the ability to explain it in simple terms is what I have done best for over 7 years. During a project, I act as the sole point of contact. My corporate background includes J.P. Morgan Chase & Co., BlackRock Inc., and Wells Fargo & Company. My education includes a Bachelor’s in Finance from the University of Delaware and an Excel certification from Microsoft. Common projects include dashboards, cost estimators, and time trackers. I place a high emphasis on communication and will take the time to be sure that you are content with all aspects of a project before closing. When necessary, I have also created video tutorials on using your new workbook. Feel free to ask any questions regarding my experience and how I can help. Below are some reviews from previous projects: "Working with Daniel was one of the best experiences I've ever had with a program developer. 5 other freelancers gave up on this job and Daniel put in the work to understand what I've had problems articulating. His intuitiveness and patience when it comes to extracting abstract ideas and translating it into programming is both admirable second to none. He went above and beyond and I am eternally thankful for his skill and intelligence." "Daniel, once again, did not fail to deliver excellent quality, in a satisfactory amount of time, for a very reasonable price. Most places or people you can request two of those qualities (Good Quality, Good price, fast time), but with Daniel the standard is all three every time. Highest marks of recommendation for Daniel!" "Dan went above & beyond to assist me with completing my project. I can honestly say in all of my years of working with upwork Daniel has been the best, most professional & accommodating freelancer that I have worked with." "I came into this somewhat jaded as a short lived freelancer ghosted me on this project (they got in over their head and couldn't deliver) and was a bit weary of trying this again. But Daniel had clear intentions, great communication, and was a pro from the beginning. Once we discussed the project and hammered out the details, he was off! In a matter of a day or two he had the work 75% done, with the project being completed in under a few days! I couldn't have asked for a better product, it works perfectly and does exactly what I needed it to do. Amazing guy, and amazing work. HIRE HIM IMMEDIATELY!"

Commercial Lending
Spreadsheet Software
Macro Programming
Data Visualization
Dashboard
Microsoft Excel
Data Analysis
Financial Modeling
Automation
Templates
$100 hourly
Aron R.
- 5.0/5
- (63 jobs)
Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.

Commercial Lending
Pitchbook
Presentations
Argus
Investment Research
Underwriting
Financial Modeling
Financial Report
Analytical Presentation
Economics
Real Estate Financial Modeling
Financial Statement
Financial Analysis
Cash Flow Analysis
Company Research
Microsoft Excel
$25 hourly
Bidyut S.
- 5.0/5
- (19 jobs)
Expert Architect and Developer with over 18 years of experience. Highly proficient full stack web and mobile developer with hands on experience in developing world class web and mobile applications.

Commercial Lending
Data Analysis
Business Intelligence
Customer Support
ASP.NET
SQL Programming
Visual Basic for Applications
Customer Service
PHP
CSS 3
SQL
Visual Basic
HTML5
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Last updated: Apr 25, 2025

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