Responsible for generating sales for BBVA Compass Business Banking Group. Products included both credit and non-credit banking products. Focused on small businesses ($1MM - $25MM) to provide working capital, real estate financing, equipment loans, SBA, etc. Sales objectives are achieved through obtaining appointments with qualified prospects by utilizing a variety of marketing and sales techniques including, cold calling, networking, direct marketing, & referrals. Assessed, profiled, and analyzed small businesses and business owners’ financial needs and proposed customized packages of financial products and services. Analyzed, structured, underwrote, priced, and negotiated credit requests based on risk and value of the relationship basis.
Specializing in: Commercial real estate loans, business equipment financing, SBA lending, medical and dental practice financing, investment properties