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Raul M
@raul_alberto
Loan Director
Mexico
English, Spanish
About me
Senior finance professional with extensive experience in corporate finance, credit, underwriting, business financing, financial modeling, valuation and M&A. I have managed and analyzed credit portfolios exceeding $200M and led underwriting teams and financing transactions. I hold an MBA in Financial Services from Metropolitan College of New York and a Bachelor's in Financial Management from Tecnológico de Monterrey, with M&A coursework at NYU. I help businesses and investors evaluate opportunities, structure financing and make better financial decisions.
Skills
Raul M
Offline •
Average response time: 1 hour
See my services
Loan Advisory
I will perform business valuation, financial modeling and investment analysis
Loan Advisory
I will help your business find financing and loans in mexico
Work experience
Credit Director
AGI • Full-time
Jan 2018 - Present • 8 yrs 7 mos
Negotiated and managed over $500 million dollars in financing on behalf of clients while managing credit lines, collaborating closely with multiple banks to ensure strict compliance with syndicated loan covenants. • Develop financial and strategic plans including: credit and risk policies, decision making, forecasting, target-setting, reporting, operational support, business reviews and resource allocation. • Provide strategic consulting in valuation and M&A, resulting in successful deals and favorable outcomes for clients. • Set and monitor KPI’s, P&L results, value frameworks and other key performance metrics. • Execute quantitative analyses and advanced financial modeling for new investments, investment spending and sales strategy recommendations. • Maintain continuous lines of communication, keeping the Board of Directors informed of all critical issues, working and negotiating with banks, partners and internal directors to meet targets.
Regional Underwriting Manager
Hy Cite • Freelance
Feb 2024 - Aug 2024 • 6 mos
Led the underwriting operation for Mexico and the Dominican Republic, managing a $400M+ active credit portfolio. Managed a team of 21 underwriters, establishing KPIs and training frameworks. Designed and implemented new credit policies and scoring models that improved decision quality and reduced delinquency rates while optimizing turnaround times and enhancing fraud detection protocols.
