Commercial Loans Expert 40669 CA(N)

Expertise Description

I have more than 40 years experience in Portfolio Management and Business Development. My expertise includes banking and commercial loans; problem loans; credit scores; bankruptcy; agriculture; real estate finance and property management.

Areas of Expertise

Consulting Experience

My consulting services include: Financial analysis, credit training, and loan portfolio management for a multiple bank; Management of agricultural loan portfolios in term commitments to diversified farming and agribusiness operations in northern California.

Relevant Experiences

My experience would fit the underwriting side of the matter. I have been responsible for loan underwriting in a wide variety of loan types, including mortgage loans. I have taught home ownership classes for over 10 years. The classes are designed for persons who have little or no experience with home ownership and include information about financing and underwriting requirements.

Not only have I been actively involved in real estate purchase and sale transactions, but also economic analysis in a wide variety of settings.  I have also been a Chapter 11 trustee, so I understand the bankruptcy side of the equation as well.


A.A.Northeastern Jr. College
B.S.Colorada State University

Licenses Certifications

California Real Estate Broker

Awards & Affiliation

Primary Affiliation

Turnaround Management Association

Partial List of Consulting Expert Witness Cases