• Collaborate closely with lenders during the deal shopping, bidding, and due diligence periods while negotiating the best terms on behalf of the client, while fostered and maintaining strong lender relationships• Asist in commercial underwriting and financing options for small business loans to middle market clients for recourse, non-recourse, Multifamily Agency, and CMBS lenders.• Provide the loan sizing analysis of loan requests in an excel template, prepare executive summary with Transaction background, borrower need, detailed sources and uses, borrower experience and financial strength outlined in detail for lender’s review.• Participate in networking through professional, business, community organizations and activities to promote and market loan products.

• Developed strategic reports and KPI dashboards using Tableau to drive business objectives, resulting in 10x revenue growth to become the INC 5000 fastest growing companies in Texas.• Created data visualizations and dynamic Excel spreadsheets for internal and external stakeholders, including the board of directors.• Designed and delivered training programs using PowerPoint to enhance Sales Team product knowledge and software proficiency.• Delivered quarterly updates about fiscal management, portfolio risk administration, and development activities to board of directors.• Managed operations across teams to optimize workflow and achieve business goals.

• Ensure all processes employed by the team comply with required risk, SOP, legal, regulatory, and compliance procedures.• Apply accepted financial procedures to analyze financial resources to determine an applicant's ability to repay requested loans.• Review SBA loan transactions, and all due diligence documents associated with those loans for accuracy and completed in accordance with established SBA requirements.• Evaluate credit histories to determine credit worthiness of businesses and Making recommendations or decisions to approve or decline business loans.

• Participate in the management of development projects including market research, feasibility analysis, financing, contracting, and construction management.• Perform Due Diligence, Create financial forecast using excel and make extensive use of spreadsheets, charts and presentations to illustrate analyses.• Analyze financial performance of commercial real estate properties, prepare investment strategy, and planning recommendations.• Prepare various financial models, including cash flow analysis, pro-forma, internal rate of return (IRR) projections, ROI and associated sensitivity analyses• Prepare market analysis reports, including vacancy, and comparable rents and sales.

• Read and apply standards from Deepwater Horizon oil spill settlements and assess damages for review.• Analyze business financials, Tax Returns, and various business specific documents and make informed decision in accordance with settlement guidelines. • Display firm comprehension on a mixture of business industries, business financials, project policies, and project specific formulas.• Maintain professional working relationships internally with team members, senior management, and externally with attorneys and industry professionals.

• Collaborated with IT Team to successfully develop a web portal for industry professionals to retrieve 1099 tax factors and refines processes to streamline reporting quality, efficiency and accuracy.• Interpret and review pooling and Servicing Agreement, for MBS, ABS securities.• Provides financial expertise by compiling and analyzing highly complex financial data including cash flow analysis, variance analysis, and ratio analysis to identify trend across financial statements.• Develop and maintain complex financial models for assets utilizing Microsoft Excel, prepare financial models including DCF, IRR, and NPV analyses.• Prepare Quarterly Income statements, Supplemental Schedules, Balance sheet, 1099 tax factors statements to support REMIC Tax Returns.• Maintained cash flow statements, consolidated reports, and Balance Sheets.

• Interpret and review the indentures of CDO and CLO securities, credit default swap agreements, fee agreements, and legal documents governing transactions to ensure compliance.• Analyzed and prepared monthly investor reports with multiple valuation analysis including IRR, NPV, WACC, in excel based model to ensure significant triggers are met, and facilitate trading for Collateral Managers.• Validated collateral quality and coverage tests, eligibility criteria, bond details, and waterfall distributions using the Excel models that facilitated payment to investors and counterparties.• Prepare cash flow transactions, Account reconciliation, execute trade notices, monthly reports, and quarterly payments to clients.• Verified certain collateral attributes for underlying assets in each portfolio using rating agency websites, Bloomberg, and other independent sources provided by the client• Maintain a strong relationship with Investors, Collateral Managers, Underwriters and Auditors through a deep understanding of assigned deals and responsiveness to inquiries.