u
unitedrlty

Gabriel M

@unitedrlty

Real Estate Excel Dashboards and Lender Presentations

United States
English
About me
I'm Gabriel, founder of United Realty, with 18+ years of banking, lending, and real estate experience. I customize professional Excel dashboards, investment analyzers, rehab budgets, broker trackers, and commercial real estate lender presentations. My tools help brokers, investors, and developers organize deals, compare financing scenarios, track expenses, and present information clearly. Expect polished branding, practical features, and clear communication. Services available in English and Spanish. Message me to confirm your project scope and delivery time.... Read more

Skills

u
unitedrlty
Gabriel M
Offline • 
Average response time: 1 hour

See my services

Formulas & Macros
I will customize a real estate investment analyzer and rehab budget in excel
From$125 / projectMore details
Formulas & Macros
I will create a custom excel spreadsheet tracker calculator or dashboard
From$250 / projectMore details

Work experience

Axos_Bank

Assistant Vice President, Small Business Banking & Operations

Axos Bank • Full-time

Jan 2023 - Apr 2024 • 1 yr 3 mos

Designed and launched a digital customer acquisition campaign generating over $65 million in new deposits within 90 days. Led strategic growth initiatives for business banking expansion. Partnered with executive leadership on product development and pricing strategies. Developed KPI reporting and performance analytics to support decision-making.

Citibank

Vice President

Citibank • Full-time

Jan 2006 - Dec 2014 • 8 yrs 11 mos

Developed and executed sales, lending, and portfolio growth strategies. Built referral networks and strategic partnerships generating significant business growth. Consistently exceeded sales, revenue, and client acquisition objectives. Advised clients on lending, banking, investment, and financial solutions.

Bank_of America

Supervisor

Bank of America • Full-time

Jan 2004 - Dec 2006 • 2 yrs 11 mos

Led branch operations, customer service teams, and coaching initiatives. Managed staffing, employee development, and client service excellence. Supported sales growth and relationship-building efforts throughout the market to ensure operational performance and customer satisfaction.