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Gabriel M
@unitedrlty
Real Estate Excel Dashboards and Lender Presentations
Vereinigte Staaten
Englisch
Über mich
I'm Gabriel, founder of United Realty, with 18+ years of banking, lending, and real estate experience. I customize professional Excel dashboards, investment analyzers, rehab budgets, broker trackers, and commercial real estate lender presentations. My tools help brokers, investors, and developers organize deals, compare financing scenarios, track expenses, and present information clearly. Expect polished branding, practical features, and clear communication. Services available in English and Spanish. Message me to confirm your project scope and delivery time.
Kompetenzen
Gabriel M
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Makros & Formeln
I will customize a real estate investment analyzer and rehab budget in excel
Makros & Formeln
I will create a custom excel spreadsheet tracker calculator or dashboard
Arbeitserfahrung
Assistant Vice President, Small Business Banking & Operations
Axos Bank • Vollzeit
Jan 2023 - Apr 2024 • 1 yr 3 mos
Designed and launched a digital customer acquisition campaign generating over $65 million in new deposits within 90 days. Led strategic growth initiatives for business banking expansion. Partnered with executive leadership on product development and pricing strategies. Developed KPI reporting and performance analytics to support decision-making.
Vice President
Citibank • Vollzeit
Jan 2006 - Dec 2014 • 8 yrs 11 mos
Developed and executed sales, lending, and portfolio growth strategies. Built referral networks and strategic partnerships generating significant business growth. Consistently exceeded sales, revenue, and client acquisition objectives. Advised clients on lending, banking, investment, and financial solutions.
Supervisor
Bank of America • Vollzeit
Jan 2004 - Dec 2006 • 2 yrs 11 mos
Led branch operations, customer service teams, and coaching initiatives. Managed staffing, employee development, and client service excellence. Supported sales growth and relationship-building efforts throughout the market to ensure operational performance and customer satisfaction.
