2017 -2019 Vice President SBA Lender at CommunityBank of Texas @
2013 -2017 Vice President - Business Development Officer @
2012 -2013 Treasury Management Sales Specialist @
2010 -2012 LICENSED BANKER @
2007 -2010 Financial Representative @
1996 -2002 Signal Support System Specialist @
David Velez Education
North Bergen High School 1993-1997
University of Houston - Downtown
David Velez Skills
Leadership
Finance
Investments
Sales
Financial Services
Management
Loans
Business Development
Insurance
Strategic Planning
Commercial Banking
Banking
Business Planning
Financial Analysis
Employee Benefits
Risk Management
Marketing
Training
Team Building
Retirement Planning
Credit Analysis
Credit
Commercial Lending
Estate Planning
Portfolio Management
Treasury Management
Small Business
Budgets
Mortgage Lending
Strategic Financial Planning
Small Business Lending
Loan Origination
Retirement
Accounting
Underwriting
Wealth Management
Mergers & Acquisitions
Executive Management
Cash Management
Relationship Management
Lines Of Credit
Factoring
Account Reconciliation
Accounts Receivable
Franchising
Start-ups
SBA
Real Estate Financing
Community Economic Development
Entrepenuer
David Velez Summary
David Velez, based in Houston, TX, US, is currently a Vice President, SBA Lending at First Citizens Bank. David Velez brings experience from previous roles at 44 Business Capital - A Division of Beacon Bank & Trust, Regions Bank, CommunityBank of Texas N.A. and Wells Fargo. David Velez holds a 1993 - 1997 North Bergen High School. With a robust skill set that includes Leadership, Finance, Investments, Sales, Financial Services and more. David Velez has 4 emails and 5 mobile phone numbers on RocketReach.
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