Money-360
Olivia Martin

Olivia Martin

✓ Verified Advisor

Northstar Capital Advisors · Principal Funding Strategist

★★★★★4.9(48 Client Reviews)
SBAWorking CapitalCRE
96
Expertise Score
Vetted
12 Years

Years Experience

Vetted
240+

Experience / Title

Vetted
< 2 hours

Avg. Response

Vetted
$12.4M

Funding Closed

About Olivia Martin

With over 12 years of specialized commercial finance experience, Olivia helps business owners decode complex financing transactions. Her expertise spans SBA structuring, asset acquisition, and commercial real estate restructuring. Olivia is a former commercial bank officer and regularly audits credit compliance standards.

Footprint & Services

Serves all states, except:

None

Funding Products Handled

✓ SBA Structuring✓ Working Capital Structuring✓ CRE Structuring

Verified Category Assessment Scores

Every verified specialist takes industry standard exams monitored by Money-360 compliance officers:

SBA Loan Compliance96% Score
CRE Valuation Principles92% Score
Working Capital Underwriting88% Score

Recent Transaction History

$150,000 · SBA 7(a) Loan

Funded in 18 days

Structured for Beacon Dental Clinic operating in Florida.

$450,000 · CRE Refinance

Funded in 12 days

Structured for Urban Logistics Hub operating in California.

$75,000 · Working Capital

Funded in 3 days

Structured for Prestige Apparel LLC operating in New York.

Verified Client Reviews

Dr. Ryan Vance

Beacon Dental

★★★★★

"Olivia saved us months of paperwork. She knew exactly what SBA documents the underwriters wanted, resulting in an approval in under 3 weeks."

Review Date: June 12, 2026

Sarah Jenkins

Lumina Logistics

★★★★★

"Exceptional real estate advisory. Honest feedback on refinancing rates and very transparent consultation."

Review Date: May 28, 2026

Frequently Asked Questions

What documents do I need to begin an SBA request?+

To start, we typically require 3 years of business and personal tax returns, a current year-to-date Profit & Loss statement, an accounts receivable aging report, and a schedule of active business debt.

Can the consultation fee be credited toward matching?+

Yes. If you successfully complete your financing match through the Money-360 platform, the consultation booking fee is fully credited to your account profile.

Do you assist clients outside of CA, TX, and FL?+

Yes, I maintain commercial brokerage coverage nationwide. Certain products (like specialized CRE) require regional licensing which we coordinate through our firm's compliance team.

Directory Matches

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