Jordan Mellquist Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

● Management of the loan administration portfolio by (a) reviewing financial statements and reporting to ensure covenant compliance, (b) coordinating the drafting, revision and review of amendments, consents and other relevant legal documents, (c) reviewing and processing waiver requests, (d) coordinating loan prepayments and make whole payments, (e) creating debt service wire payments and (f) providing general customer support. ● Assist in the underwriting of new opportunities by performing financial, legal and asset-specific due diligence and coordinating deliverables with legal counsel, engineering consultants, insurance consultants and other project advisors. ● Draft press releases, confidential information memorandums, teasers and other marketing materials. ● Create detailed, three statement financial models to project future cash flows, size loans, manage working capital, test sensitivities and project future taxes.● Perform business development research to identify new opportunities and connect with prospective funding partners. ● Assist in the review and drafting of various legal documents required for a financing transaction, including: (a) credit agreements, (b) consents, (c) direct agreements and (d) other closing legal documents.

Burnaby, Bc

● Management of the loan administration portfolio by (a) reviewing financial statements and reporting to ensure covenant compliance, (b) coordinating the drafting, revision and review of amendments, consents and other relevant legal documents, (c) reviewing and processing waiver requests, (d) coordinating loan prepayments and make whole payments, (e) creating debt service wire payments and (f) providing general customer support. ● Assist in the underwriting of new opportunities by performing financial, legal and asset-specific due diligence and coordinating deliverables with legal counsel, engineering consultants, insurance consultants and other project advisors. ● Draft press releases, confidential information memorandums, teasers and other marketing materials. ● Create detailed, three statement financial models to project future cash flows, size loans, manage working capital, test sensitivities and project future taxes.● Perform business development research to identify new opportunities and connect with prospective funding partners. ● Assist in the review and drafting of various legal documents required for a financing transaction, including: (a) credit agreements, (b) consents, (c) direct agreements and (d) other closing legal documents.

Burnaby, British Columbia

• Reviewed credit applications to assess the applicants personal credit strength, business history and the marketability of the equipment they are purchasing. • Strategically selected funding partners to improve the applicant’s likelihood of being approved and to give them the most competitive rate and financing terms available. • Liaised between Account Executives, Broker partners and funding companies to communicate decisions and updates. • Provided on-going support to the company, suggesting operational improvements to increase the efficiency and precision of our team.

Burnaby, B.C.

• Built and managed personal client relationships with five clients and ensured that my clients were using our products to their full potential. • Oversaw three large-scale product implementations and created comprehensive project plans outlining important milestones and deliverables. Delegated to our internal resources to ensure important deadlines were met and the specific business needs of our clients were fulfilled.• Managed the internal IT team to complete tasks that were imperative to the success of client projects. Carefully scheduled IT work to ensure that our IT team was working efficiently and meeting project deadlines for our customers.

Burnaby

• Created a comprehensive product plan for a new Inovatec mobile application. Conducted in-depth research on the mobile application market and procured financial projections. • Using marketing tactics, I identified our target customers and analyzed the strengths and weaknesses of our product and made a recommendation to our CTO.

Diploma, Finance, General

Canadian Securities Course, Investments And Securities

Bachelor Of Arts (B.A.), Political Science And Government

Education record

Activities and Societies: Rugby Team Golf Team