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Earn incentives for CRE referrals  -

REAL TERM SHEETS   +   COMPETITIVE TERMS   +   NO DSC REQUIREMENTS

Recent Fundings

$4.5MM

TECHNOLOGY

INDUSTRIAL

$2.5MM

RETAIL

RETAIL

$1.7MM

TECHNOLOGY

INDUSTRIAL

$3.0MM

TRANSPORTATION

INDUSTRIAL

PROFESSIONAL SUMMARY

  • Commercial Banking Executive at Bank of America Merrill Lynch


  • Financial Consultant at The Situs Companies for PE firms, investment banks, commercial banks and government entities


  • Credit Team Lead at Bayview Financial for owner-occupied, office, retail, industrial, hotels, multi-family and self storage properties


  • Vice President of Credit at LINC Capital, a equipment leasing and asset-based financer


  • Series 7 Broker at Soloman Smith Barney


  • US Navy logistics onboard the U.S.S. Mauna Kea

Jorge began his career in 1996 at Solomon Smith Barney as a series-7 associate broker and then pivoted into commercial lending as a credit analyst at LINC Capital. In 2002, Jorge joined Bayview Financial ($12 Bn in assets) and led a team of underwriters that structured commercial real estate loans. During their peak (2004-2007), the Bayview credit team helped originate $400MM in monthly fundings. After Bayview, Jorge joined the Situs Companies and worked on CBMS platforms for large i-banks, working on deal teams that funded $100MM+ CRE trophy property loans. He was also a founding member of Situs’ Financial Institutions Group (FIG), which during the 2008-2010 economic downturn was engaged by banks, i-banks, private equity firms, and even federal regulators to assess the strength and stability of community and regional banks.

In 2010, Bank of America recruited Jorge to help grow market share in Houston & Louisiana. Jorge was initially the Market Credit Officer and then was promoted to Market Manager; he subsequently recruited and coached a team of bankers that eventually developed into Rockstars and led the country in growth and production. After helping BofA double the size of Houston’s commercial market share, Jorge joined his good friend (Elliot Smith) at Flatbay Capital in order to help small and medium-sized businesses access capital when banks are not quite ready to step in.

Jorge is a graduate of the University of St. Thomas, and resides in Bellaire, TX with his wife and two boys. During his spare time, he coaches little league teams, volunteers at non-profits, and devotes time to the Houston Hispanic Business Council and The Entrepreneurship Institute (TEI).

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Owner-occupied property
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50-60%
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