-Build relationships with small and medium-sized business owners and help them prepare their businesses to be confidentially listed. -Help prospective buyers find and purchase the right franchise based on their wants, skill sets, financial ability, and earning expectations. -Help clients achieve their business acquisition and business exit goals while building lasting relationships in the business community with business owners, finance & law professionals, and business-focused organizations. -Going through financial statements and other information to prepare a marketing package, place a value on the business, and assist sellers in determining a fair asking price, along with confidential marketing. -Mediate the dealings between sellers and buyers, ensuring good conduct and the honest exchange of information toward a beneficial understanding. -Provide information to clients regarding legal guidelines, rates, specifications, and property availability. Prepare reports by collecting, analyzing, and summarizing data and trends. -Preparing Comparative Market Analysis for potential sellers of Commercial and Residential properties. -Evaluate clients’ desires and economic capabilities to discover appropriate properties and address questions or concerns. -Marketing potential business opportunities or listings internally, externally, and to clients who are active investors. -Collaborate and network with contractors, home inspectors, attorneys, and other external stakeholders. -Researching the local market and staying up to date on industry trends -Utilizing social media and other online resources to locate potential opportunities for clients. -Supervising real estate agents and ensure they perform within licensing laws and ethical standards of practice. -Consistently update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

• Accomplished financial objectives by collecting rents; paying bills; forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective action.• Prepares reports by collecting, analyzing, and summarizing data and trends.• Maintained property by investigating and resolving tenant complaints; enforcing rules of occupancy; inspecting vacant units and completing repairs; planning renovations; contracting with landscaping and snow removal services• Established rental rates by surveying local rental rates; calculating overhead costs, depreciation, taxes, and profit goals.• Attracts tenants by advertising vacancies; obtaining referrals from current tenants; explaining advantages of location and services; showing units.• Contract with tenants by negotiating leases; collecting security deposit.• Maintained building systems by contracting for maintenance services; supervising repairs.• Enforced occupancy policies and procedures by confronting violators.• Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

• Interviewed applicants and analyzed applicants financial status and credit to determine feasibility of granting loan. • Handled all customer service calls.• Input all data required in order to submit loan package through Calyx Point.• Solved any questions or concerns that clients had about their loans.• Submit, locked, and followed up on loan conditions.• Checked conditions on each loan from approval through funding.• Trained in automated underwriting programs for many lenders as well as desktop underwriting. • Determined with which investor a particular loan should be placed.• Pre-underwrote each Loan file, closely checking ratios and FICO scores, making sure a complete package is in place before sending to the investor

• received and counted working cash at beginning of shift• identified customers, validate and cash checks• accepted cash and checks for deposit and check accuracy of deposit slip• processed cash withdrawals• performed specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency• performed services for customers such as ordering bank cards and checks• receive and verify loan payments, mortgage payments and utility bill payments• recorded all transactions promptly, accurately and in compliance with bank procedures• balanced currency, cash and checks in cash drawer at end of each shift• answered inquiries regarding checking and savings accounts and other bank related products• attempted to resolve issues and problems with customer's accounts• initiated and opened new accounts• explained, advised on and promoted bank products and services to customers

• Processed client transactions such as Deposits, Withdrawals, Telephone Transfers, and Loan Payments.• Issued Cashier’s Checks upon request from clients.• Processed account closings as requested.• Processed Stop Payments as requested.• Assisted in Audit and Monthly Certification.• Balanced Cash Cans and Vault daily.• Able to process requests through Remedy.• Worked with cross SVB Products, ATM, SVB E-Connect Bill Pay.