Rick Lucas

Relationship Manager at Ascentium Capital

San Diego, California, United States

About

Experienced Manager and Sales Rep with a demonstrated history of working in the government administration industry and private sector. Skilled in Loan Process, Facility Management (FM), Health Insurance, Life Insurance, Interpersonal Communication, B2B Sales and Exercise Physiology. Strong community and social services professional with a Bachelor’s Degree focused in Kinesiology and Exercise Science from San Diego State University-California State University.

Experience

  • Relationship Manager at Ascentium Capital
    Aug 2024 - Present · 2 yrs

    Help facilitate financing needs for small to medium sized businesses: working capital, credit lines, equipment financing and SBA.

  • Loan Specialist at National Funding
    Jan 2020 - Jun 2024 · 4 yrs 6 mos

    Providing small to medium sized business owners with access to working capital and equipment financing, nationwide. Key components of the full-service process include underwriting, syndication, risk analysis, pricing, sales pitch and finalization. It is important that the business owner is comfortable throughout the process, and satisfied with their experience, so that National Funding maintains it's position as a top source in alternative lending.

  • Fitness Facility Manager at MCCS
    Sep 2013 - Jan 2020 · 6 yrs 5 mos

    Providing excellent facilities and customer service to our country's military (active duty, reserve and retiree), family members and DOD civilians. Health and Wellness is a key pillar in the foundation of America's fighting force. We ensure that service members have access to facilities and equipment that keep them combat fit and combat ready by regularly educating them on principles of nutrition and exercise. At the end of the day, we are given a great opportunity to provide the service members of our country a place that promotes their health and well being.

  • Employee Benefits Consultant at Filice Insurance Agency
    Oct 2017 - May 2019 · 1 yr 8 mos

    What we do: We help businesses find affordable health insurance for businesses and their employees, while managing their benefits on a daily basis. Why it works: When you choose Filice Insurance Agency as your dedicated team of brokers, you get the most efficient, effective and affordable products with a level of service that is unsurpassed. Our team takes on a holistic approach to Benefits Consulting that starts with an understanding of your employees and culture, including competitor benchmarking and marketing analysis, and continues through to plan compliance and modeling, contract negotiations, employee communication and ongoing plan management. What makes us different: With Filice Insurance Agency, you have day-to-day support from your dedicated account management, compliance and consulting team. We provide COBRA Administration, as well as in-house legal counsel. We offer customized benefit websites, online benefits management, MyFilice™, subsidies for HRIS-type systems, and "HR in a box" which is designed for clients of 2-49 employees. We also offer specialized services from Hopkins & Carley LLC, a local employment law firm. We provide health informatics, implement wellness programs, host annual health fairs and arrange 5500 filing services. Ready to talk? Contact me to schedule your Benefits Strategy Session: Email: [email protected] Website: www.filice.com

  • certified personal trainer at Chuze Fitness Mission Valley
    Sep 2011 - Sep 2013 · 2 yrs 1 mo