Millennia Atlantic University MAU Talks, June 2, 2023

How to prepare to access a Bank Credit

By Susana Perez

 

Date and time: Friday June 2, 2023,10:00 a. m. – 12:30 a. m. EST

 

Location: Millennia Atlantic University (MAU) 3801 NW 97th Avenue Doral, FL 33178

 

About this event

In this talk we will talk about the key points necessary in preparing the application to access a bank loan.

Understand why it is vital, prepare yourself from the moment you start the venture. Take every step and business decision with the future in mind.

Have a business plan, processes, projections and clear results. Take care of personal credit, continually educating yourself in the industry in which you are going to work. Know who the competitors will be. In addition, the following topics are covered.

 

-Business plan

-Importance of Credit, Collateral, Moral Character, Capacity, Capital.

-Experience of the executive group of the company.

 

About speaker

Susie Perez has nearly two decades of experience in banking, finance, commercial lending, and personal banking consulting with high-net-worth clients. She has held numerous leadership roles at Apollo Bank over the past 12 years, most recently serving as the Vice President Market Leader, where she was the primary business development and growth driver of the Doral and Hialeah markets.

“Centennial Bank is committed to providing exceptional client service for our customers and expanding our prowess in both the residential and commercial real estate sectors,” said J.C. de Ona, Division President – Southeast Florida, Centennial Bank. “Susie’s well-rounded understanding of all facets of the banking industry, combined with her established relationships in the Doral and Hialeah markets, make her an immediate benefit to our team, current and future customers, and the community at large.”

Passionate about enhancing the relationship between the community and its bank, Perez’s commitment to financial education and giving back to the community is highlighted by her dedication to Toys For Kids Miami, a non-profit organization focused on breaking the cycle of poverty, and as a member of the Hialeah Chamber of Commerce.

Susie Perez attended Miami Dade College, Business and Finance. She continues to further develop her financial education by earning a Certificate in Business & Commercial Lending from the American Bankers Association and a diploma from the Florida Bankers Association’s Florida School of Banking at the University of Florida.*