•Performed market research for structured product development and identified upcoming infrastructure projects for sales development; prepared materials for prospective client pitches and internal meetings•Produced income projections and budgeting reports (monthly, quarterly, annually) by compiling the department’s financial, operational and client data for regular financial reporting•Reviewed compliance of borrowers’ accounts by monitoring their financial ratios and transactions; managed and compiled over 1000 donation transactions and expenses for KBZ's Covid-19 quarantine facility account•Supported evaluations of financial statements, transactional and legal documents, and collateral valuations