
We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, Phone, Video
Languages: English
Having spent my working career in commercial lending and credit administration, I can assist clients prepare for bank financing by demystifying the loan application process, the bank's due diligence requirements, and documentation for a loan closing. I will help guide, review and provide feedback from a banker's perspective to the client’s presentation of their (i) business plan including current and projected financial information, (ii) requested loan terms, supporting rationale, and repayment ability, and (iii) credit enhancements to improve the prospect for obtaining a loan. Following a bank's approval for financing, I can help the client understand the loan agreement provisions and transaction documents.
Areas of Expertise
- Cash Flow
- Funding/Loans
Industry Experience
- Commercial & Residential Services


