Introduction

About Me

Sales and managerial professional offering over 15 years experience in sales, customer service, negotiation, relationship management, and food/hospitality management with a proven ability to manage key account relationships and large-scale projects. Charismatic, no-nonsense leader who achieves consistent results under tight deadlines and extreme pressure.

Business Description

Pathway Financial offers access to funding for small and medium-seized businesses through a variety of programs designed to accentuate the strengths of that business.

My Skills

management
prospecting-skills
relationship-mgmt
sales-management
lead-generation
lead-development
lead-management
credit-analysis
process-improvement
budgets
mortgage-lending
zoho
calyx
empower
microsoft-office
customer-service
food
inventory-management
restaurants
food-service
restaurant-management
retail
strategic-planning
menu-development
mortgage-banking
loan-origination
real-estate
negotiation
customer-satisfaction
hospitality
team-building
training
operations-management
marketing

Profile Questions

What do you like most about your profession?

The ability to take a business that has a great idea, product, or process and get them over the funding hump so they can realize the full potential of their business.

What are 3 attributes you need to be successful in your industry?

Perseverance Intelligence Confidence

What are the most important things to consider when hiring a service provider in your field?

Integrity. There are many people claiming that they "do funding" or "are in fundraising." Usually, they are just running to as many sources as they can think of, and asking for capital. There is systematic process to obtaining capital for a business that depends on many factors including age of company, stage of the company, income, assets, credit. If you don't follow the process, you are not going to be successful and you will place your clients at risk.

How are you different than others in your profession?

I am more interested in providing my clients with access to capital that they can use at a reasonable price than just forcing them into a program that may not work for them just to collect a commission.

How do you typically handle disagreements with clients?

I take very good notes and follow a very similar procedure with each client to limit "misunderstandings." I try to be empathetic, but in the end, I am very direct.

Work/Experience

Funding Consultant at Pathway Financial Inc

January 2013 - Present
Matching applicants with lenders to secure business financing. From unsecured lines of credit to receivables factoring, Pathway offers solutions for every business that needs capital. We work with businesses ranging from Trucking to Real Estate to secure working capital for investment, expansion, or daily obligations. Analysis of a business and its ownership to determine funding possibilities is free. 877-72-FUNDS

Restaurant General Manager at Burger King Corporation (SGS LLC & TOMS King LLC)

March 2008 - January 2013
Managed day-to-day operations of 27-person staff.

Senior Loan Officer at Pathway Financial Inc

August 2007 - March 2008
Secured mortgage financing for construction, purchases, and refis.

Loan Officer at Town and Country Credit

June 2005 - May 2007
Loan origination and customer relationship management for purchases, refis, and debt consolidation.

Education

Franklin & Marshall College

Degree: Bachelor of Arts (B.A.)
Field of Study: History

Certifications

Department of Public Health Sanitation License

Authority: State of Illinois
License: 01430670
Start Date: Jun 01, 2008
End Date: Jun 01, 2013

ServSafe

Authority: ServSafe
License: 5950281
Start Date: Jun 01, 2008
End Date: Jun 01, 2013

Location

Contact Information

5105 Tollview Road Suite 207
Rolling Meadows, IL
Phone: 877-72-FUNDS

Adam's Badges

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