Jacob Tepfer
New York City,NY
Summary
Results-driven Finance Executive, Sales Leader, and Loan Portfolio Analyst with 11+ years of experience in alternative finance, underwriting, capital markets, and revenue growth. Proven track record of driving deal flow, managing high-risk loan portfolios, leading sales teams, and improving profitability through strategic financial analysis and business development. Expert in SME lending, risk assessment, investor reporting, sales operations, and capital structuring.
Overview
11
11
years of professional experience
Work History
Chief Executive Officer (CEO)
Successful Funds
Manhattan, NY
02.2023 - 12.2025
- Directed daily operations of a multi-channel alternative lending brokerage.
- Led client acquisition strategy, marketing operations, and retention programs.
- Oversaw cash flow management, accounting, and day-to-day operational efficiency.
- Built and managed high-volume deal pipelines for SMB clients.
- Implemented strategic partnerships to expand capital access and market reach.
- Managed performance metrics to drive revenue growth and profitability.
Business Development and Underwriter
Amsterdam Capital
NYC, New York
10.2021 - 09.2022
- Signed up loan brokerage companies to do business with us
- Increased deal flow by 54% through strategic client acquisition.
- Conducted financial analysis of revenue, debt, cash flow, and business risk.
- Structured loans based on revenue strength and credit profile.
- Prepared investment reports and credit committee presentations.
- Ensured underwriting met regulatory, legal, and compliance standards.
Sales Manager & Financial Analyst
Argus Capital
Midtown, NY
09.2017 - 09.2020
- Managed a four-person internal sales team executing high-volume business loans.
- Oversaw a high-risk, high-yield loan portfolio producing strong investor returns.
- Monitored market trends and adjusted portfolio strategy in real time.
- Negotiated with sponsors, lenders, investors, and executive management.
- Optimized loan exposure across multiple industry sectors.
Sales Associate and Account Manager
Cresthill Capital, LLC
West Palm Beach, FL
09.2014 - 08.2017
- Brokered $2M–$4M in monthly unsecured business capital transactions.
- Conducted market research and client prospecting for client aqusition.
- Supported optimization of loan portfolio to enhance return on investment.
- Expanded lending operations into new industry verticals for growth.
Education
Bachelor of Science - Business Management & Administration (Finance)
Touro College
Skills
- Alternative Lending & Underwriting
- Loan Structuring & Risk Analysis
- Financial Modeling & Forecasting
- Sales Leadership & Client Acquisition
- Portfolio Management & ROI Optimization
- Deal Flow Generation & Growth Strategy
- CRM & Sales Software
- Negotiation & Strategic Planning
- Revenue Growth & Market Expansion
Timeline
Chief Executive Officer (CEO)
Successful Funds
02.2023 - 12.2025
Business Development and Underwriter
Amsterdam Capital
10.2021 - 09.2022
Sales Manager & Financial Analyst
Argus Capital
09.2017 - 09.2020
Sales Associate and Account Manager
Cresthill Capital, LLC
09.2014 - 08.2017
Bachelor of Science - Business Management & Administration (Finance)
Touro College