Los Angeles Metropolitan Area
A highly personable Executive with over 20 years' experience in finance, commercial lending, operations management and Information Technology. • Strategic thinker who relates to staff, investors, advisors, vendors, and key clients at all levels • Effective client relationship management and business development • Experienced at building a structured foundation for start-ups and existing companies • Develops strategies to help correct problems with companies, departments, or process flows • Efficiently and effectively handles multiple initiatives simultaneously under pressure • Performs comprehensive analysis to uncover inefficiencies and implement solutions • Provides day-to-day leadership and management • Provides solutions to both routine and spontaneous issues
Senior SBA 504 Commercial Real Estate Loan Officer specializing in all commercial real estate loans, especially the hard ones! Contact me if you have an SBA 504 loan that you have questions about. - Eligibility Consulting - Credit Memo Assistance - Ground-Up Construction - Gas Stations, Hotels, Car Wash, Dry Cleaners - Owner Occupied
• SBA 504 loan process for commercial real estate, specializing in complex projects across CA, AZ, and NV. • Provided eligibility consulting and credit memo assistance to clients, ensuring a smooth loan application experience. • Focused on diverse property types including gas stations, hotels, and owner-occupied facilities, enhancing portfolio diversity.
SBA 504 Commercial Real Estate Loan Officer specializing in all commercial real estate loans, especially the hard ones! Covering all of CA, AZ and NV. Contact me if you have an SBA 504 loan that you have questions about.
Universal Financial Systems is a financial services company that specializes in General Business Consulting, Financial Analysis, Medical Billing, and Medical Collections for small to large private medical practices. As Co-Founder and Chief Operating Officer of UFS, I was responsible for the daily operations of the company, including financial analysis and forecasting for clients, HR, business development, client relationships, and compliance for all divisions. Managed the operational budget, monthly P&L statements, set revenue margins, develop and monitor KPI’s, forecast income and expenses, and ensure all financial reporting is accurate. Personally consulted with doctors and administrators to streamline their operations, maximize their revenue opportunities, and helped them to expand their practices with lending opportunities, mergers and acquisitions, and property purchase. Developed and maintained Compliance policies and manuals per FDCPA, FCRA, GLBA, EFTA, PCI, FTC, ECOA, HIPAA regulations. Responsible for the development, training and enforcement of all compliance protocols. Developed and maintained corporate policies, procedures and process flows and lead the development and success of the various divisions of the company including accounting, collections, consulting, medical billing, HR, long term care and skilled nursing billing, and litigation. Direct liaison to our clients, as well as the various collection and medical associations (ACA, OCMA, RCMA, MGMA) we participate in. Spoke at seminars and held educational presentations for business administrators and owners regularly.
Centrally Grown is a neighborhood of sustainably-conscious spaces built on the philosophy that healthy people build healthy communities. It is this simple but profound belief that reconnects the values of the past with the lifestyles of the present. Centrally Grown is a destination location featuring a farm-to-table Restaurant, Gourmet Market, and Gardens. As Director of Operations, I was in charge of developing and enforcing policies, procedures, and daily operations of all divisions. I directly supervised all divisions, which included business development, construction, county planning, landscaping, farming, and countless more. My role included the management of daily tasks, goals, milestones and deadlines. My budget of over $30M went towards the purchase of residential and commercial real estate, the construction, remodeling and expansion of both commercial and residential buildings, staffing, labor, and inventory. Once constructed, my focus moved to Market & Restaurant Development for a destination location, which included menu development, kitchen design, market design, customer experience, event development, catering, food truck operations, decor, functionality, POS systems, technology, inventory, table management, customer experience, media and more. In addition to this commercial venture, I was lead in the discovery, negotiation, purchase and development of almost 500 acres of rolling hillsides, forest, streams, and 4 residences. These contiguous properties were host to executive retreats and vacation rentals, complete with educational programming, outdoor activities, and food and entertainment. I led the team in the development of infrastructure for water and electricity, tying together networks of wells and solar arrays. This challenging opportunity allowed me expand and exercise my talents and abilities as circumstances changed on a daily basis. My position was extremely demanding, but i could not ask for a more satisfying role.