ABOUT US


Capital is the life’s blood of your business. And the byproduct is freedom. Freeing up time. Freeing up resources.  Freeing up space in your head that would otherwise be preoccupied with the stress, anxiety, paperwork and red tape that come with chasing down capital in the first place. At Financial Consulting, Inc., we give you freedom to grow.

To expand. To focus on your core strengths, talents and passions. To pursue new opportunities as they arise. And the freedom to do it all with the knowledge that you’ve secured the wisest deal possible for your business, through a trusted partner and advocate for your best interests. Give your business the freedom to grow it deserves.

OUR PROCESS


DISCOVERY

In order to properly evaluate your loan we need to understand your current and historical financial position.  Our first step is to make sure that it makes sense for us to work together that begins by reviewing your current financial statement, last three years of income expense and production information, and having an understanding of your needs. We will request documents from you to begin creating your loan application.

ENGAGEMENT

Once we make a preliminary assessment of your needs and capacity we will enter into a contract with you which requires a small upfront retainer, the balance of our fees which are always reasonable are usually collected at loan closing.

PRELIMINARY

We build a summary of your current, historical and projected operation with a brief memo addressed to a lender. Once this document is built it is sent to you to review before we send it to one of our many qualified lenders, or if you prefer, to a lender you already have a relationship with.

PRESENTATION

The next step is presenting to one of our many lenders if the proposal is a fit for their lending institution (and it usually is as we structure them that way) we get a commitment letter from the lender and follow the loan through the final stages of: Appraisal, Title Exam, and Closing

OUR TEAM


Charlie Loomis

Charlie Loomis

Senior Loan Consultant

Charlie is a 1996 graduate of Oklahoma State University and has a degree in Agriculture Economics, Farm & Ranch Management.  A native to Woodward, OK, Charlie and his beautiful wife Kim make their home in rural Pawnee, OK with their six awesome kids.  Charlie began working as a loan consultant in 1999 and formed Financial Consulting Inc., (FCI) in 2003.  Charlie has packaged and placed several millions of dollars of financing over the years including work with various government guaranteed and direct lending programs, as well as conventional loans.  Charlie loves to structure deals and bring the right team together for each client.  His financial areas of expertise include business, agricultural and accounts receivable lending.

Hope Roberts

Hope Roberts

Senior Loan Consultant

Hope is a 1994 graduate of Oklahoma State University and graduated with a double major in Accounting and Finance.  Hope and her husband Travis also make their home in rural Pawnee, OK where they were both born and raised.  Hope and Travis are the proud parents of three awesome kids.  Hope began working as a loan consultant in 2002 and has specialized in Small Business Administration loans.  She has packaged several millions of dollars of financing over the years and has experience working with all types of businesses from start-ups to established multi-million dollar companies.  Mrs. Roberts is well known and respected among SBA staff, and lenders locally and has an excellent reputation at the national SBA office.
Jeana Robinson

Jeana Robinson

Administrative Assistant

Jeana Robinson, Administrative Assistant Jeana is the newest member to the team. She is returning to her roots in Pawnee from Oklahoma City where she got her Bachelor Degree from the University of Central Oklahoma. She has lots of family in the area and enjoys getting to spend time with them.

LENDING SERVICES


Commercial Lending

Strengthen business relationships and grow your loan portfolio. Commercial Lending Solutions from Financial Consulting Inc. helps you strengthen business relationships and grow your loan portfolio safely and confidently. Lending Solutions from FCI, Inc. offers the unique resources to differentiate you from the competition, expand your portfolio, and help you grow in today’s market. When you need to increase business intelligence, tap into new opportunities, discover tools for marketing support or anything in between- we can help make it happen! 50% of small business owners claimed cash flow problems. What are you doing today to help. The new Lending Center helps you stimulate, manage, and grow commercials loans securely and efficiently.

Farm & Ranch Loans

Financial Consulting Inc., specializes in all types of loans for the agricultural community with access to banks that specialize in various forms of production agriculture loans including: Real Estate, Cow & Equipment Term Loans, Operating Lines of Credit and Cattle Purchase Lines of Credit. We offer the best products on the market including variable rate, adjustable rate and fixed rate loans with conversion options and amortizations of up to 40 years. Our products are designed to fit your financial needs and enable you to grow your business.

Business Loans

Financial Consulting Inc., specializes in all types of loans for business owners from start-up to major purchases and acquisitions with access to banks that specialize in various forms of small and middle market business loans including: Real Estate, Equipment Term Loans, Operating Lines of Credit, Business Acquisition, Debt consolidation and restructure. We offer the best products on the market including variable rate, adjustable rate and fixed rate loans with conversion options and amortizations of up to 30 years. Our products are designed to fit your financial needs and enable you to have the freedom to grow your business.

CONTACT US


Mailing Address:
Financial Consulting Inc.
PO Box 236
Pawnee, OK 74058

For Fed Ex or UPS please use one of our physical addresses
Financial Consulting Inc.
Attn: Charlie Loomis
343101 E 4900 Rd
Pawnee, OK 74058

Financial Consulting Inc.
Attn: Hope Roberts
536 Illinois
Pawnee, OK 74058

For general inquiries email us at cloomis@loanzoneok.com

9 + 1 =

Charlie Loomis President and Sr. Loan Consultant
Email cloomis@loanzoneok.com
Office Line 918-762-2271
Fax Line 918-762-2539
Mobile Line 405-880-0579

Hope Roberts, Sr. Loan Consultant
Email hroberts@loanzoneok.com
Office Line 918-762-3108
Fax Line 918-762-2539
Mobile Line 918-225-8929

Jeana Robinson, Administrative Assistant
Email jeana@loanzoneok.com
Office Line 918-762-2271
Fax Line 918-762-2539
Mobile Line 405-612-3797