Josh Marshall Email & Phone Number

Chapel Hill, Nc, Us

Chapel Hill, North Carolina, United States

Chapel Hill, Nc

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Analyst, Institutional Lending Program (September 23rd-Present):• Joined the Institutional Lending team at B2R that provides term loan financing to hedge funds and REITs in the $5-$100mm range• Assisted in the due diligence process of $100mm worth of loans over a three month period, including five of the top ten loans in B2R’s second securitization• Communicate with the clients' insurance managers to ensure insurance policies meet the strict B2R requirements• Review individual property appraisals in depth to verify acceptable loan collateral• Collect and organize legal, title and insurance documents to meet internal securitization review standardsSales Analyst (July-September):• Analyzed residential income property portfolios for loans ranging between $300k and $5.0MM• Reviewed credit reports for rate pricing adjustments and loan constraints• Constructed Term Sheets to outline loan terms for borrowers (Min. DSCR, LTV, Pricing, and Loan Size)• Reviewed borrower documents and applications to ensure B2R requirements were met before proceeding• Compiled and organized sales reports in excel to analyze demographic trends and help create new loan sizing parameters

Miami/Fort Lauderdale Area And Antibes, France

Upon graduating, I moved to Fort Lauderdale to work as an independently contracted deckhand on luxury yachts. I greatly improved my time management, work ethic and attention to detail by learning a very skilled, hands on profession. The industry led me to Antibes, France where I lived in an international crew house and worked for two months before returning back to Fort Lauderdale.Overall, I was able to create a post-graduate work-study specialized to improve my perceived areas of weakness while also fulfilling my desire to travel.

Miami/Fort Lauderdale Area

Interned under the owner of Freedom Yacht Management, performing tasks involving website design, industry research, pricing strategy and branding. Overall goal of my internship was to widen the range of services provided by FYM and improve brand awareness in a crowded industry.

Charlotte, North Carolina Area

Worked with the Director of Marketing during a period in which Brixx opened three new store locations. Provided market research on the new locations and assisted in the event planning for the new restaurant launches.