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Michael Lopez

@michaellopez

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Results-driven sales professional specializing in business lending and financing.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities alongside an opportunity to represent a valued brand

I am a results-driven sales professional with over three years of experience in business lending, equipment financing, and credit lines. My proven ability to originate and close high-volume deals has allowed me to manage full sales cycles effectively while building long-term client relationships. I excel in financial analysis, credit evaluation, and contract negotiation, which I leverage to provide tailored financial solutions to my clients.

Throughout my career, I have consistently exceeded sales targets and generated significant revenue. At SBG Funding, I originated $380,000 in gross funded volume within just two months, showcasing my ability to thrive in competitive environments. My experience spans various roles, including Account Executive and Project Manager, where I successfully negotiated complex contracts and developed strategic partnerships that drove business growth.

I am passionate about leveraging my expertise in financial solutions and client management to drive growth with enterprise-level clients. I am eager to contribute my skills and experience to a dynamic team that values innovation and collaboration.

Experience

Work history, roles, and key accomplishments

Account Executive

SBG Funding

Feb 2025 - May 2025 (3 months)

Originated $380,000 in gross funded volume and generated over $35,000 in revenue within two months, executing 14 structured transactions. Analyzed borrower risk profiles using credit reports and cash flow trends to price and structure commercial note options. Positioned alternative financing solutions and structured deal terms across multiple capital partners.

Sales Financial Analysis Contract Negotiation B2B Sales Risk Assessment Deal Structuring CRM Lead Generation

Project Manager

Trillium Construction

Apr 2024 - Jan 2025 (9 months)

Secured high-value contracts and developed three key partnerships with prominent contractors and developers, driving business growth. Managed the onboarding, deployment, and continuous oversight of 25 temporary professionals, ensuring seamless execution of job scopes. Negotiated and closed complex commercial and industrial contracts with executive stakeholders, consistently exceeding targets.

Project Management Contract Negotiation Business Development Client Relationship Management Strategic Partnerships Team Leadership

Client Success Executive / Business Lending Consultant

Mulligan Funding

Jan 2022 - Dec 2023 (1 year 11 months)

Serviced a full-cycle B2B Renewal (Client Success) sales role for Small and Mid-Market Businesses. Conducted comprehensive financial analysis, evaluated credit histories, and assessed risk factors for informed underwriting and lending decisions. Successfully closed 314 individual deals worth a total volume of $17 Million in Loan origination.

Client Success Financial Analysis Risk Assessment Underwriting B2B Sales Loan Originators Sales Closing

Account Executive

Reliant Funding

Mar 2021 - Dec 2021 (9 months)

Provided financing to Small & Mid-Market Businesses for equipment purchase, working capital, and expansion investments. Secured over $500,000 in closed new business through 100+ outbound calls daily and leveraging incoming leads. Demonstrated the ability to adapt quickly in a high-stress sales environment within a financial market.

B2B Sales Working Capital Lead Generation Outbound Sales Financial Markets Sales Strategy CRM

Technician & Marketing Manager

All Climate Heating & Air

May 2020 - Mar 2021 (10 months)

Installed, maintained, and repaired both commercial and residential HVAC systems, ensuring full compliance with building codes and OSHA regulations. Coordinated with builders and contractors to ensure seamless integration of HVAC components with overall construction plans. Developed and executed SEO campaigns, outside sales, and brand marketing strategies across multiple platforms.

OSHA Project Coordination Brand Marketing Installation Maintenance

Education

Degrees, certifications, and relevant coursework

California State University San Marcos

Bachelor of Science, Science

Activities and societies: Starting Pitcher and Co-Team Captain for the Baseball Team; received All League Honors and was named Alaska Baseball League Pitcher of the Year.

Completed a Bachelor of Science degree, focusing on foundational academic principles. Developed critical thinking and analytical skills through comprehensive coursework.