Anna Swartz-Lopez
Vallejo,CA
Summary
Commercial real estate experience, including a knowledge of real estate valuation techniques. Excellent verbal and written communication skills, as well as planning, organization, and interpersonal skills. Strong sense of personal motivation and responsibility. Ability to move forward on projects of own initiative as well as ability to function in a team-oriented setting and alone. Ability and willingness to travel and work long hours, if needed. Attention to detail and ability to function under tight time frames. Ability to work accurately and efficiently, and to handle multiple projects at one time.
Overview
11
11
years of professional experience
Work History
Commercial Mortgage Banker
Slatt Capital
Walnut Creek, CA
08.2021 - 03.2023
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Developed and maintained relationships with customers, lenders and other third parties.
- Sourced over $11 million in debt in 2022
- Matched commercial real estate financing need with proper lending source
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Explained very technical financial information to applicants in easy to understand language.
President
Maestro Capital Solutions
Vallejo, CA
10.2019 - 06.2021
- Independent Commercial Loan Broker
- Established and maintained strong relationships with customers, lenders, and strategic partners
- Guided business owners through complexities of Paycheck Protection Program
- Strategically placed mortgage debt
- Educated clients as to credit needs and programs
Billing Coordinator
Ericksen Arbuthnot
Walnut Creek, CA
01.2017 - 08.2019
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Maintained detailed understanding of insurance plans and company requirements.
Fifth Grade Classroom Teacher
Pineapple Cove Classical Academy
Palm Bay, FL
07.2015 - 06.2016
- Adapted lessons to differentiate instruction and meet students' diverse learning needs and abilities.
- Built positive relationships with parents to involve families in educational process.
English Teacher
Sogang Language Academy
Incheon, South Korea
06.2014 - 06.2015
- Created and administered interactive activities for students.
- Communicated across language barrier to effectively improve student language skills.
Second Grade Classroom Teacher
Estancia Valley Classical Academy
Moriarty, NM
08.2012 - 06.2014
- Designed daily lesson plans customized to student needs.
- Retained student interest and maximized receptive learning.
Education
Financial Analysis For Commercial Real Estate
CCIM 101
San Francisco12.2022
California Real Estate License #02146877
Licenses & Certifications
08.2021
Associate of Arts - American Studies
Hillsdale College
Hillsdale06.2012
Skills
- Commercial Real Estate
- Real Estate Lending Processes
- Financial Information Review
- Document Analysis
- Financial Analysis
- Microsoft Office
- Analytical and Critical Thinking
- Networking and Partnership Development
- Creative Solutions
Hobby: tango dancing
I met my husband dancing tango in Emeryville
Timeline
Commercial Mortgage Banker
Slatt Capital
08.2021 - 03.2023
President
Maestro Capital Solutions
10.2019 - 06.2021
Billing Coordinator
Ericksen Arbuthnot
01.2017 - 08.2019
Fifth Grade Classroom Teacher
Pineapple Cove Classical Academy
07.2015 - 06.2016
English Teacher
Sogang Language Academy
06.2014 - 06.2015
Second Grade Classroom Teacher
Estancia Valley Classical Academy
08.2012 - 06.2014
Financial Analysis For Commercial Real Estate
CCIM 101
California Real Estate License #02146877
Licenses & Certifications
Associate of Arts - American Studies
Hillsdale College