• Arranged conventional financing through institutions by using public and private money sources• Conducted research to prepare marketing and sales materials• Developed and maintained lender and client files• Assessed client’s financial data to develop strategic financial planning solutions• Promoted debt transactions to prospective lenders and secured competitive bids• Reviewed, processed and administered client loan proposals• Developed and maintained lending relationships • Prospected new lending relationships • Conducted lender’s meetings with Capital Market team

• Assisted Capital Market team with sales material and pitches• Responded all client and lenders inquiries • Compiled financial transaction information and related material to the sales group and lenders• Coordinated, scheduled and arranged meeting calendars• Composed and drafted all outgoing correspondences and reports for Capital Market Team• Assessed financial information to answer questions related to specific accounts• Reviewed files, records and other documents for due diligence purposes• Facilitated daily workflow, operations and processes with department to ensure high level of efficiency• Contributed to growth and net new money generation within the whole team• Ensure compliance with all legal and regulatory requirements• Solicited clients actively via telephone, mail, referrals etc.