Hire the best Commercial Lending Specialists in the United States

Check out Commercial Lending Specialists in the United States with the skills you need for your next job.

Get started

$45 hourly
Gregg Edwin C.
- 5.0/5
- (39 jobs)
Specializing in marketing and graphic design for the commercial real estate sector, I create offering memorandums, leasing brochures, proposals, flyers, and other high-impact marketing materials. With expertise in lead generation, listing management, email marketing and automation, PPC advertising, SEO, graphic design, website development and optimization, display advertising, and content marketing, I help lenders, brokers, agents, and other real estate professionals achieve their marketing objectives. My goal is to deliver top-notch results that drive growth for your real estate ventures.

Commercial Lending
Digital Marketing
ActiveCampaign
Zapier
Email Marketing
Marketing Automation
Web Design
Real Estate
Adobe Illustrator
Adobe InDesign
Brochure Design
Print Design
CSS
HTML5
Adobe Photoshop
$100 hourly
Steven J.
- 5.0/5
- (60 jobs)
I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 33 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $2MM to $70MM. The loans placed were on many different property types, including apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $1 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $11.1MM in Pref Equity for a 372 Unit Apt Project in Houston, TX 2. $4MM in Senior Financing on a small Portfolio of Residential Properties in New England 3. $7.143MM on a Condo Development in Boston 4. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 5. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 6. $105MM for a portfolio of Grocery-Anchored Shopping Centers 7. $171MM for a proposed condo project in Texas With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!

Commercial Lending
Real Estate Acquisition
Underwriting
Real Estate Appraisal
Real Estate Financial Modeling
Financial Writing
Business Proposal Writing
Business Writing
Business Analysis
Financial Analysis
Financial Modeling
$80 hourly
Kyle K.
- 5.0/5
- (48 jobs)
Commercial Lender running a Commercial Lending group located in Kansas City. Have 15+ years of experience lending to companies with revenues between $250,000 and $50 million. Specializing in SBA Lending and Mergers & Acquisition financing. Primary areas of expertise listed below: -Mergers & Acquisitions -Commercial Real Estate acquisition or refinance -Debt Refinance -Partner Buyouts -Inventory and Equipment financing -SBA 7(a) and 504 Financing -Working Capital Lines of Credit I can offer solutions in how to obtain financing as well as negotiating the best rates and lowest fee structures.

Commercial Lending
Financial Writing
Tax Return
Small Business Administration
Mergers & Acquisitions
Financial Analysis
Business Plan
Business Valuation
$90 hourly
Leslie B.
- 5.0/5
- (11 jobs)
Real Estate Investment Professional - knowledge of residential and commercial, acquisition, asset management, financing, disposition. Banking due diligence, loan file review, stress testing, regulatory compliance. Workout/distressed debt/distressed asset specialist. Finance experience includes underwriting and due diligence, significant CMBS exposure. Experienced with all property types. Private asset manager with deep knowledge of leases, accounting, reporting, business plans, tenant relations. Investment proposals, loan proposals, investment management. Training/seminars/adjunct faculty

Commercial Lending
Investment Preparation
Real Estate Investment Assistance
Due Diligence
Real Estate Financial Modeling
Accounting Principles & Practices
Financial 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
$65 hourly
Ally B.
- 5.0/5
- (20 jobs)
With a CPA license and experience as a commercial lender and financial accounting, I can provide a range of services including bookkeeping, account reconciliation, real estate underwriting, and personal and business budgeting.

Commercial Lending
Business Plan Writing
CPA
Personal Budgeting
Underwriting
Financial Analysis
Real Estate Financial Model
Bookkeeping
$100 hourly
David B.
- 5.0/5
- (5 jobs)
Summary * Experienced commercial financier - working in the banking and finance industry since 2013. * Strong understanding of multiple various forms of real estate lending, and corporate asset based lending. * Determined, highly motivated and charismatic, with exceptional interpersonal and sales skills - always focusing on the customers needs. * Developed relationships with key individuals and institutions, particularly in the commercial real estate lending sector. * Experience in building and sustaining strong client relationships.

Commercial Lending
Financial Plan
Business Operations
Financial Report
British English Accent
Wealth Management
Personal Finance & Wealth Management
Voice Recording
Indexing
Business Presentation
Life Insurance
Business Development
Market Research
Finance & Accounting
$40 hourly
B K.
- 4.8/5
- (8 jobs)
I have been sourcing off-market multifamily deals across the southeast for more than a decade, largely through opportunities in the Freddie/Fannie/CMBS debt markets using software including Trepp, Real Capital Analytics, RedIQ, Excel, and CoStar. I have personal, hands-on experience in every step of the acquisitions/dispositions process from beginning to end (specific skills detailed below). Separately, I also run my own portfolio of real estate assets as well. Most recently, I have been running institutional multifamily modeling/underwriting for an asset manager focused on the Carolinas, Florida, and Texas. This work includes lead generation, sales and rent comp analysis, deep dive market analysis [avg HH median income growth, new-unit construction pipeline, population growth, absorption rates, etc], unit CapEx cost analysis, COC/IRR/EM, GP/LP cash flows, and other return metrics. And finally, I spend time daily to remain up to date on the larger economic market forces that not only affect current investment market conditions, but also directly influence accurate underwriting analysis and property valuation forecasts.

Commercial Lending
Financial Analysis
Real Estate
Real Estate Financial Model
Real Estate Financial Modeling
Real Estate Cold Calling
Real Estate Investment Assistance
Economics
Real Estate Acquisition
Financial Analysis & Valuation
Real Estate Marketing
Real Estate Listing
$59 hourly
James G.
- 5.0/5
- (1 job)
I am an experienced senior credit officer with a demonstrated successful career in the Commercial Financial Services industry for a publicly-traded company based in the United States. My headline skills include Financial Analysis, Commercial Lending, Banking, Equipment Leasing, Credit Risk and Portfolio Management and People Management. Importantly, this work honed my strong complementary skills of Proofreading, Fact-Checking, and Copy Editing, and Presentation Formatting to ensure accuracy, readability, and impact of complex credit analyses for various internal and external constituents. During the course of my 32-year career, I wrote and/or adjudicated written credit analyses for commercial loans and leases totaling billions of dollars. I am focusing my freelance work today on these latter, complementary, writing skills. The accuracy and validity of technically-focused, written financial credit analyses was of paramount importance in this work, as it served as the official record of decisions made to grant millions of dollars in loans and leases to commercial applicants and to ascertain the current creditworthiness of portfolio clients. These written analyses were regularly subjected to internal audit and external examinations by the U.S. Office of the Comptroller of the Currency and the U.S. Federal Reserve Board. I hold a Bachelor of Science (BS) degree focused in Finance from the University of Colorado at Boulder - Leeds School of Business (CU Boulder). During my time at CU Boulder, I served for two years as a class advisor for up to ten recitation students in a leadership course taught at the university (Presidents Leadership Class) requiring evaluation and course grading of various written work presented to me by my students. My career experience includes work in European and Asian equipment finance settings, including in the UK, Sweden, Germany, France, Hungary, Czechia and Slovakia, and India. Finally, I provided (on a volunteer and freelance basis) copy editing and proofreading for an online Central European news platform based in Prague, Czech Republic.

Commercial Lending
Analytical Presentation
Portfolio Management
Management Skills
Finance
Personal Finance & Wealth Management
Editing & Proofreading
Copy Editing
Employee Training
Financial Analysis
$85 hourly
Jared W.
- 5.0/5
- (1 job)
I'm a financial consultant with experience in M&A and strategic planning. My experience is working with CEO's and senior management. I have significant experience aiding management with their board of directors. I have always worked in an analytics driven environment and have extensively used data to support M&A transactions, solve business problems, and provide insights into the company and the market. I have managed clients and their projects in a high volume and often with difficult timelines.

Commercial Lending
Strategic Planning
Economics
Corporate Finance
Finance
Asset Allocation Analysis
Post-Merger Integration
Management Consulting
Microsoft Excel
Investment Banking
Microsoft PowerPoint
Accounting
Mergers & Acquisitions
Business Consulting
Presentations
$50 hourly
Alexander R.
- 5.0/5
- (2 jobs)
As a seasoned commercial banking professional specializing in services for small and medium-sized businesses, I am well-equipped to support your company's growth and stability. Drawing from my extensive experience, I am excited to offer a suite of services tailored to meet the unique needs of your business. Here's a few services that show how I can help: Financial Analysis and Reporting: Help businesses understand their financial health by analyzing their financial statements and other data. Prepare comprehensive reports that outline current financial conditions and forecast future trends. Risk Management: Identify potential financial risks and develop strategies to mitigate them. This can include analyzing investment portfolios, adjusting insurance coverage, or revising operational practices. Debt Management and Financing: Guide businesses in managing their debt portfolios and structuring new financing. This includes negotiating terms with creditors, restructuring existing debts, and sourcing new funding options. Cash Flow Management: Optimize the management of cash flows to ensure that businesses have the funds necessary to cover their operations and investment activities. Advise on practices to improve liquidity and financial stability.

Commercial Lending
Small Business Administration
Financial Analysis
Bank Statement
Bank Reconciliation
Price & Quote Negotiation
Financial Risk
Risk Assessment
Risk Management
Risk Analysis
Loan Approval
Market Analysis
Financial Report
Financial Statement
$75 hourly
Brian R.
- 5.0/5
- (2 jobs)
Automations expert with 15+ years Product/Ops in finance and technology. I help businesses boost efficiency and growth through process optimization, technology integration, and strategic planning. Services include workflow automation, SOP development, CRM optimization, and data analytics. My proven track record shows 40-75% cost reduction, 60-200% revenue growth, and 70% faster processes for clients. Perfect for SMBs, startups, and enterprise financial/tech companies seeking operational excellence. I deliver practical, measurable solutions through hands-on implementation and strategic guidance. Expertise • Product Strategy & Launch • Cross-functional Leadership • Operational Excellence • Process Optimization • Data-Driven Decision Making • Customer Experience Management Technical Skills & Competencies • Product Management: Roadmapping, Story Mapping, Requirements Definition, A/B Testing, Agile/Scrum • Tools & Software: Jira, Confluence, Linear, Lucidchart, SQL, Tableau, Mixpanel, Excel • API Tools: Zapier, Make.com, REST APIs, SOAP APIs, GraphQL, Webhooks • AI Tools: GhatGPT, Claude, Napkin.ai, Lex.ai, Notebook LM, Julis, Rabbitholes, Plane.so • Marketing & Growth: Hubspot (Certified), Salesforce, Customer Journey Mapping, SaaSOptics, Happyfox, Intercom • Compliance: Dodd-Frank, SOX, GDPR, Financial Services Regulations

Commercial Lending
Design Thinking
Systems Science
Strategy
Chatbot
FinTech
Capital Markets
Business
Business Management
Management Skills
Process Infographics
Product Management
Process Optimization
API
Make.com
$100 hourly
Jackson N.
- 5.0/5
- (1 job)
Since 2019, I've helped 2,000+ small businesses receive over $200 million in funding. I help you choose the right funding strategy, making sure you get the best options, often through SBA programs that offer unbeatable rates and terms. What sets me apart: -Dedicated to SBA financing: SBA loans are some of the best financing options available for small businesses, and I specialize in navigating the process to secure them for you. -Personalized, hands-on service: Unlike super brokers, I’ll walk you through the steps, answer your questions, and guide you to the most effective solution for your business. -Finding the best rates and terms: I’m committed to finding the most competitive rates and financing terms, with a focus on SBA programs that provide the long-term financial stability your business needs. I don’t just connect you with money—I make sure it’s the right money, on the right terms, so you can grow with confidence.

Commercial Lending
Business Consulting
Management Consulting
Startup Consulting
Venture Capital Consulting
FinTech Consulting
Financial Consulting
Consultation Session
Project Finance
Crowdfunding
Loan Processing
Loan Approval
Small Business Administration
Corporate Finance
Microfinance
$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
$95 hourly
Joshua B.
- 5.0/5
- (7 jobs)
My life purpose is to use my unique background to help small businesses thrive. With my education and experience in banking and as a small business owner, I can use those different perspectives to help you better understand your business and build a strategy for success. "We have been working with Josh for quite a while now. Our company wouldn’t be as stable and successful without him. Working with Josh is one of the best decisions we have ever made." - Layton "Josh is a great guy to work with. He offers really good objective insights into improving your business!" - Brice

Commercial Lending
Corporate Finance
Intuit QuickBooks
Financial Projection
Financial Analysis
Business Plan
$80 hourly
Jeffrey C.
- 5.0/5
- (93 jobs)
Accomplished professional offering comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.

Commercial Lending
Budget Management
Financial Writing
Customer Retention
Accounts Receivable Management
Portfolio Management
Financial Modeling
Financial Analysis
Change Management
$75 hourly
TK D.
- 4.8/5
- (13 jobs)
EXPERIENCE - 20+ years in Senior Real Estate and Corporate paralegal roles managing complex individual and portfolio transactions; drafting/redlining conveyance documents; title examinations, survey, permitting, replat and transaction due diligence; retail, office, multi-family and land lease drafting/redlining/negotiating; property management, tenant buildouts and construction draws; merger and acquisition due diligence/closings; point of escalation for operations and clients related to real estate and leasing; and corporate filings and maintenance. 20+ years of Senior Contracts Management/AVP and legal operations experience reviewing, drafting and negotiating commercial and professional services agreements at both law firms and in-house legal departments; senior point of escalation for contracting, intellectual property and legal matters; executive and board reporting on contracts and intellectual property matters; hiring and daily contract workflow management of seven contracts/risk management specialists supporting 63+ offices; managing compliance investigations and implementing corrective action; contracts process mapping and workflow improvements; developing organizational readiness plan for new CLM; leading development of legal, risk management and international policies and protocols; hiring and managing outside counsel and engaging other external advisors; and facilitating enterprise in-person and online contracts and risk management training. 5 years Franchise Specialist experience drafting and managing issuance of territory development and site franchise agreements; ensuring franchisee real estate program compliance; working with cross-functional team of architects, franchise operations and real estate development to drive successful franchisee onboarding and new restaurant openings; franchise disclosure filings; and franchisee individual and portfolio transaction management. 10+ years as Director of Intellectual Property Program/AVP managing patent, trademark and copyright strategy; supporting technology department on SaaS and new product development; working with marketing department on product branding/markings/disclosure strategies; IP claims management; and facilitating company-wide training to manage IP risk. INDUSTRY BACKGROUND - real estate, construction, leasing, multi-family, technology/SaaS, banking, lending, architectural/engineering, intellectual property, food services, franchising and retail services. EDUCATION - BA Legal Studies; Paralegal Certificate; Construction Management; Real Estate License in Missouri and Kansas

Commercial Lending
Real Estate Closing
Process Modeling
Process Improvement
SaaS
Risk Assessment
Commercial Lease
Intellectual Property Law
Contract Management
Real Estate Investment Assistance
Project Risk Management
Due Diligence
Contract Drafting
$30 hourly
Jasmine P.
- 5.0/5
- (3 jobs)
I am a Commercial Real Estate Finance expert with a background in mortgage banking, brokerage, investment analysis and corporate real estate. I am passionate about commercial real estate (CRE) and enjoy helping clients tackle new projects and challenges. As consultant, I help CRE investors, developers and brokers close more deals and maximize returns by providing expert financial modeling, underwriting and consulting services on an as-needed basis. I am available to work with clients on a flexible schedule, which includes evenings, weekends and normal business hours. *Additionally, I'm offering my expert services at a discounted rate for a limited time only.* I have been in CRE for over 10 years, and since then, I have underwritten and closed transactions valued in excess of $3 billion. During this time, I developed an expertise in financial modeling, debt financing, capital structure and underwriting investment opportunities. Although I am experienced across multiple asset classes, I have an affinity for multifamily, office, retail and mixed-use projects valued in the $2MM to $100MM range. I have been involved in and enjoy working on deals across the U.S.; however, I am in expert in West Coast markets having lived and worked in the Portland MSA, the SF Bay Area, and Southern California. Expert services I provide: - Commercial Debt Financing - Real Estate Financial Modeling in Excel - Analyzing, Structuring and Underwriting Debt and Equity Transactions - Preparing Presentation Materials, Offering Memorandum and Pitch Books for Lenders/Investors - Research & Analysis - Other Ad Hoc Analyses & Consulting Projects

Commercial Lending
Real Estate Investment Assistance
Presentation Design
Underwriting
Real Estate Financial Modeling
Investment Research
Real Estate
Pitchbook
Investment Strategy
$125 hourly
Michael M.
- 5.0/5
- (2 jobs)
Founder | M^2 Investment Group • Manage investment data portfolios • Oversee project management and controls on assets • Develop data visualizations for insights into large scale data trends, outliers, and patterns • Perform data analysis, financial analysis, and energy analysis • Analyze geopolitical events, global economics, risk, and market sentiments • Provide consultancy in Commercial Real Estate, Digital Media, E-Commerce, Equities, and Options Business Financing Advisor | ROKFinancial • Small Business Loans • Business Line of Credit • Equipment Financing • SBA Loans • AR Financing • Merchant Cash Advance • Asset Based Loans • Franchise Financing • Fix N Flip Loans • Credit Card Processing • Startup Funding ***Lending my experience to help organizations become more established and grow their financials.*** Fractional CFO: - Financial Performance Review - Budgeting and Forecasting - Pricing and Compensation Consulting - Dashboards and Metrics - Customer Sales Data Analysis - Payroll, Recruitment, and Supervision of Bookkeeping Technical Skills: - Technical Writing - Budgeting, Forecasting, and Cash Flow Management - Growth Strategy and Market Fit Development - Custom Dashboard Generation - KPI (Key Performance Indicators) and Metrics Tracking - Business Process Flow Creation

Commercial Lending
Bookkeeping
Financial Projection
Financial Analysis
Small Business Administration
Financial Modeling
Finance & Accounting
Project Finance
Corporate Finance
Investment Strategy
Business Planning & Strategy
Financial Planning
$20 hourly
Shannon K.
- 5.0/5
- (3 jobs)
OBJECTIVE Seeking employment in the financial industry, or related field, utilizing my extensive background qualifications: experience, and proven ability to contribute to a company. SUMMARY OF QUALIFICATIONS Experienced professional with a successful career in banking and business development. Especially skilled in capturing accounts and expanding client base. Excellent interpersonal, analytical, and organizational skills.

Commercial Lending
Commercial Style
Customer Service
Business Development
Business
Training
Market Analysis
Report
Financial Report
Accounting Basics
$275 hourly
Christopher P.
- 0.0/5
- (0 jobs)
Hello. I have been a serial entrepreneur for the majority of my career. I built one of the largest commercial loan brokerages in the country to 17,000 agents. I have owned many businesses from bars & restaurants to technology companies, a school, and even a few record labels and a film production company. On the corporate side I am a professionally trained top salesperson, expert sales trainer / manager, exceeding all sales quotas having successfully trained thousands of individuals. I am looking to bring tremendous value to visionary companies that are ready to go to the next level from start-ups to Fortune 500. I / we can give you the big boost to sales and higher production through better sales systems, methodologies, and increased production from your salesforce. I have had success with my own businesses plus taken many companies to great new heights. My fingerprint can be found on 5-10X growth in multiple industries. I want to do the same for you! Building businesses is my true passion. I am an expert at the one call close to projects that can take years such as development and construction. Proven results in most industries. Examples: Medical. Sales Team $800 average sale increased over $8,000 per sale. 10X growth 12 months. Education. $1million annual revenue increased to $3million. 3X growth 12 months. Finance. 500 brokers in 2005 to 17,000 in 2007. 34X growth 24months. Capital Raise. Created 100s of sponsors for multiple projects. Millions raised. Energy Management. Created largest deal in space at that time. Secretary of Defense. Executive Suites. Filled center with one Fortune 500 client. Accounting / Fractional CFO Services. 85 white hot prospects first week. Currently looking to help businesses from start-ups to seasoned companies that are looking to break through a plateau, from setting up a business to proven sales plans and strategies. WHAT WE OFFER: Sales Consulting: I provide advice and guidance to businesses on improving their sales strategies, processes, and performance. I can conduct sales audits, develop sales plans, train sales teams, and offer ongoing support to optimize sales effectiveness. Sales Training: My expertise in sales training can help develop and deliver customized training programs to help sales teams enhance their selling skills, product knowledge, objection handling, negotiation techniques, and closing strategies. Training may be delivered through workshops, webinars, online courses, or one-on-one coaching sessions. Event Sales: I can assist businesses in generating sales and leads through participation in trade shows, conferences, exhibitions, and other events. I can be responsible for booth setup, product demonstrations, lead capture, follow-up activities, and closing sales onsite. Lead Generation: I specialize in generating qualified leads for businesses through various channels such as cold calling, e marketing, social media outreach, and content marketing. I can identify potential customers, nurture leads, and passing them on to the sales team. Implement Advanced Technology Tools: Customer Relationship Management (CRM) Software, Sales Engagement Platforms, Email Tracking and Automation, Lead Generation and Prospecting, Sales Analytics and Reporting, E-Signature and Document Management, Sales Enablement, Sales Intelligence, Sales Training and Coaching, and Social Selling. Positions I / we can fill. #NationalSalesManager, #Sales Director, #SalesSupervisor, #BusinessDevelopmentManager, #Sales #TeamLeader, #RegionalSalesManager, #SalesExecutive, #AccountManager, #TerritoryManager #SalesCoordinator, #SalesLeader, #SalesHead, #SalesController, @SalesOperationsManager #CommercialManager, #KeyAccountManager, #COO, #FractionalCFO.

Commercial Lending
Entrepreneurship
Finance
Sales Management
Marketing
Sales
Real Estate
Business Development
$150 hourly
Will B.
- 4.5/5
- (3 jobs)
I am a real estate professional focused on the acquisition of quality, cash flowing buildings as well as the ongoing analysis and maintenance of our 65+ property/$275 million portfolio. My background is in accounting where I hold my Master's of Public Accountancy, but my experience has come from bank lending and real estate acquisitions. My goal is to provide clients on UpWork with detailed financial models of whatever task they need completed. I have modeled finances for every size company from billion dollar public companies while at Deloitte, to small business loans while working as a commercial lender, and now I focus on investments in commercial real estate properties that are valued at somewhere between $5-$40 million. I will model with a focus on your specific needs in any financial situation. I will also provide acquisition knowledge as far as due diligence lists, underwriting tactics, and closing advice. I also have a passion for personal finance and would love to provide family budgets, trackers, etc. that I have created and used for my family. This is strictly a nights/weekend type opportunity for me, but I can turn things around very quickly if that timeline works for you.

Commercial Lending
Real Estate Financial Modeling
Entrepreneurship
Real Estate Investment Assistance
Personal Finance & Wealth Management
Strategic Planning
Real Estate Financial Model
Underwriting
Financial Modeling
Real Estate Acquisition
Personal Business Plan
Finance & Accounting
$100 hourly
Devin M.
- 0.0/5
- (3 jobs)
I'm a financial analyst with experience in both public and private markets. I have in-depth experience modeling a variety of financial asset types such as: vanilla debt or equity, structured debt or equity and FX. I've spent the majority of my career in real estate asset classes, both on the structured financing side and direct origination side in my current full time role.

Commercial Lending
Underwriting
Private Equity
Financial Trading
Forex Trading
Market Analysis
Trading Strategy
Economics
Portfolio Performance Modeling
Corporate Finance
Equity Valuation
Real Estate
Investment Research
$111 hourly
Jeff P.
- 0.0/5
- (1 job)
I’m an expert in financial services. Most recently, I served as the CEO to a fintech within the lending space. Prior to founding my own fintech, I worked in PE and management consulting.

Commercial Lending
Procurement
Solar Energy
Supply Chain & Logistics
Writing
FinTech
Financial Model
FinTech Consulting
Lending Regulation
Crypto Marketing
Finance
Cryptocurrency
Financial Analysis
Business Writing
Blog Content
$75 hourly
Jamie B.
- 0.0/5
- (2 jobs)
I am a real estate underwriter, asset manager, and consultant that specializes in multifamily and furnished rentals. My experience ranges from working at a commercial real estate lender to underwriting multifamily transactions up to $100 million. I’ve also worked as an asset manager managing 14,000 apartment units. Underwriting and asset management services start at $75/hour I also have experience as a real estate investor buying, furnishing, and managing furnished short and medium term rentals. I specialize in setting up furnished rentals and finding travel nurse, corporate, and insurance clients to maximize rents. Furnished rental consulting, business plan, and guest placement services start at $75/hr Need someone to fly out and furnish your unit(s)? I do that as well. Contact me for pricing.

Commercial Lending
Real Estate
Hospitality
Real Estate Project Management Software
Asset Management
Portfolio Management
Home Staging
Financial Model
Real Estate Investment Assistance
Real Estate Acquisition
Floor Plan Design
Project Management
Furniture Design
Underwriting
Interior Design
$200 hourly
Edward C.
- 5.0/5
- (1 job)
Results driven financial services executive offering more than 2 decades of proven leadership within Consumer and Commercial loan operations. A talent for driving efficiency, analyzing problems, motivating teams, and finding innovative solutions in a changing business landscape. Proven track record of sound decision making, financial management and risk mitigation.

Commercial Lending
Performance Measurement
Process Improvement
Management Skills
Career Coaching
Automation
Coaching
Business Coaching
Business Management
Executive Coaching
Life Coaching
Candidate Interviewing
Financial Management
Business Operations
Strategy
$90 hourly
Ethan G.
- 0.0/5
- (0 jobs)
Accounting and Banking professional with skills focusing in the following areas: Accounting: interim and fractional controller services, financial planning and analysis, management reporting, budgeting and forecasting, month-end and year-end closing processes, internal and external audits, tax preparation, valuations, developing and maintaining accounting policies and systems, account reconciliation and variance investigation. Banking: commercial and real estate lending, credit risk management, business development, relationship management, special assets solutions, underwriting a variety of loan and property types, SBA and FAME underwriting, risk assessment, market research, financial analysis and loan restructuring.

Commercial Lending
CPA
Budget Planning
Accounting
Finance & Accounting
Financial Analysis
Want to browse more freelancers?
Sign up