• Prepares credit analysis and investigation of new and renewed loans. Requests and provides thenecessary documentation and financial facts for Underwriter to analyze, evaluate, and determineappropriate credit structure and terms for potential borrowers.• Performs basic and advanced real estate analysis, underwriting and/or marketing functions such asdue diligence, document processing, research, financial/statistical analysis related to a transaction.Develops and maintains knowledge of loan products and provides market intelligence to maintaincompetitive edge.• Monitors for receipt and analyzes, as well as evaluates documents surrounding credits. Analyzesfinancial statements for the company, owners, and/or guarantors, tax returns, cash flow, collateral,covenants, and industry trends to identify strengths and weaknesses pertaining to a borrower'sfinancial position to be used in making credit decisions.• Provides analytical functions relating to due diligence, document processing, and financialstatements analyses related to transactions, credit approval, or renewals. Prepares summarydocumenting factual analysis and supporting information for credit decision recommendations.• Creates submission packages and exhaust all possible options to obtain an approval.

• Analyzed the creation of reports for on-going operations. Assisted in the management and maintenance of financial models. Ran models and reviewed financial analysis of business investments. Reviewed global equity, asset, and financial markets from a banking perspective.• Performed market and industry research for reports. Assisted in the preparation of client presentations and other materials. Participated in due diligence sessions and client meetings. Supported office operations.

• Researched and analyzed target industries and proactively identified new investment / business opportunities. Prepared company and industry research. Assisted with ad hoc analyses, and various presentations. Lead and prepared student intern development meetings.• Conducted financial / risk analysis, risk modeling, and valuation. Assisted with performing target company due diligence. Understand key industry trends and investment implications.• Seek additional relationships with deal sources, target companies, and value-add third parties.• Managed and administrate deal database and associated company data.

• Assisted in the organization, planning, and development of conferences. Scheduled meetings, made room reservations, and provided/created meeting packets/documents. Planned, organized, directed, facilitated and carried out various departmental learning activities. • Delivered general educational and administrative support for the program and center. Coordinated and participated in general office duties, as well facilitated educational classroom modules for students. Lead and taught multiple student groups, as well as engaged in various learning programs.• Reviewed and developed meeting plans, packets, and addendums for meetings and learning curriculums. Prepared and processed routine reports, correspondence, and information.• Conducted research projects and surveys for classroom presentations; assisted in compiling and analyzing data and performed routine, as well as details educational support tasks.