User's Cover Picture
User's avatar

Jose Zaldana

Message
About
I am a dedicated professional with a strong background in finance and sales, and my work interest lies in leveraging my expertise to drive business growth and foster meaningful client relationships. With experience as a Commercial Loan Broker, Personal Banker, and Small Business Advocate, I have honed my skills in strategic loan advice, lead generation, and collaboration with financial institutions. My commitment to maintaining ethical standards and continuous learning has contributed to significant achievements, such as reducing compliance-related issues and achieving a commendable 0% fraud rate. I bring a dynamic skill set, a passion for client satisfaction, and a proven ability to navigate challenges, making me a valuable asset in roles that require a combination of financial acumen and interpersonal finesse.
Experience
User avatar
Procommerce capital
Apr 2021 – Present
united states
commercial loan specialist
As a commercial loan specialist, I specialize in connecting businesses with the appropriate financial institutions to secure funding for their operations. My expertise includes the following: -Identifying and analyzing clients' financial needs to match them with the best loan options -Networking with financial institutions to negotiate the best terms for loans -Assessing creditworthiness and preparing loan applications -Staying up-to-date with the latest lending regulations, guidelines, and market trends -Communicating with clients throughout the loan process and providing guidance when needed -Maintaining solid relationships with clients, lenders, and other industry professionals -Strong understanding of credit analysis and underwriting, and able to guide financial statements and loan documentation.