• Facilitate the delivery of electronic marketing content (event invitations, announcements and articles) via email marketing software using the Firm’s contact management system, maintaining and managing an organized schedule for project deadlines.• Coordinate distribution lists, process undeliverable results, tracks delivery analytics and generates reports. Manage and maintain attorneys and clients CRM database.• Maintain quality and troubleshoots all marketing campaigns and database-related functions, features and issues. Liaises with trainers to develop training materials and assist with training/help desk tickets as needed.• Manage standard and ad hoc requests on marketing campaigns creating analytical reports tracking response, bounce-back and open rates.

• Execute and maintain a rigorous plan of action for each situation managing the different outcomes for attorneys and clients information, managing a continuous database cleanup.• Oversee daily income of database registers, extracting information to create reports.• Manipulate exported files to create new database to control duplicates, errors and discrepancies within the project.• Create and implement new process improvements to automate operational tasks through excel macros.

• Establish tables of accounts and assign entries to proper accounts.• Develop, implement, modify, and document record keeping and accounting systems, making use of current computer technology.• Update, execute and maintain various systems/tools per standard process, transactions and documentation.• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.• Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.• Prepare reports of findings, illustrating data graphically and translating complex findings into written text.• Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.

• Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.• Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.• Monitor developments in the fields of industrial technology, business, finance, and economic theory.• Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.• Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.• Recommend investments and investment timing to companies, investment firm staff, or the public.• Prepare plans of action for investment, using financial analyses.

• Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.• Generate financial ratios, using computer programs, to evaluate customers' financial status.• Consult with customers to resolve complaints and verify financial and credit transactions.• Prepare reports that include the degree of risk involved in extending credit or lending money.• Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.

• Review individual or commercial customer files to identify and select delinquent accounts for collection.• Confer with credit association and other business representatives to exchange credit information.• Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.• Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.• Confer with credit association and other business representatives to exchange credit information.

• Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.• Analyze financial data such as income growth, quality of management, and market share to determine expected profitability of loans.• Confer with credit association and other business representatives to exchange credit information.• Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.• Prepare reports that include the degree of risk involved in extending credit or lending money.

• Collect and process client information interacting with the commercial team.• Data base management, documentation analysis and client support.