Izzy Perez, MBA
Small Business Specialist@ BankUnited
Miami-Fort Lauderdale Area
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Izzy Perez, MBA is a highly driven individual with 8 years of experience in the banking industry. Based in the United States, she specializes in residential and commercial mortgages, lines of credit, construction loans, hard money loans, equipment financing, partner buyouts, and business acquisitions. Izzy takes time to understand the needs of clients and tailors a product package to meet their financial goals. She has worked at BankUnited in various roles, including Business Development Advisor, Small Business Specialist, Branch Sales Representative, Lead Client Care Representative, and Business Acquisitions Advisor.
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Emails and Phone Numbers

@bankunitedfla.com
@bankunited.com
+1 561750****
+1 305569****
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About

I am a highly driven individual with a love for business development and making deals happen. I take time in understanding what matters most to clients, and in the process, customize a product package best designed to help them achieve their financial goals. I specialize in offering products that fit the needs of home buyers, real estate investors and all types of business owners. Our products consist of the following: • Residential & Commercial Mortgages (Domestic and Foreign) • Lines of Credit • Construction Loans • Hard Money Loans • Equipment Financing • Partner Buyouts • Business Acquisitions

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Work Experience

7815 NW 148th St, Miami Lakes, FL, 33016, US

Banking

1859
Phone
+1 3055692000

Izzy Perez, MBA's Professional Milestones

  • Branch Sales Representative (2018-08-01~2019-05-01): Achieved record-breaking sales, exceeding targets and driving revenue growth for the branch.
  • Lead Client Care Representative (2017-06-01~2018-08-01): Developed effective relationship management strategies for a customer-centered environment and increased satisfaction.
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Education

Pfeiffer University
Pfeiffer University

Financial Management,

Finance,

Bachelors,

Master Of Business Administration,

Masters

2011-2015