• Analyzed and executed approved loan requests for McDonald’s Franchise Finance Portfolio• Developed and implemented workflow for transition to new reporting software, Fusion LIQ• Drafted procedures to rapidly onboard new-hires and legacy colleagues to new booking system• Ambassador for We Can Deliver program focused on promoting bank growth through relationships • Verified proposed collateral, property appraisals, entity status, and existing client relationship • Prepared commercial loan documentation in accordance with bank’s credit policy• Fund executed requests and book to the system of record.

• Analyzed client’s relationship with bank.• Audited underwritten loan requests sizing from $100M-$500MM+.• Reviewed letters of credit and credit approval documents for accuracy.• Verified proposed collateral, property appraisals, and entity status.• Guarantee documents accuracy prior to closing.

• Developed and executed in-person marketing campaign to increase sales and brand awareness• Launched customer survey to address operational inadequacies and strengthen customer retention• Analyzed data to develop customer acquisition strategy, marketing plan, and increase revenue• Created and implemented marketing plan targeting concierge buildings and condo associations• Managed request for proposals and grew strategic partnerships with local Boston businesses

• Increased commercial and private sanitation collection through marketing and relationship building• Reviewed proposal applications to increase overall win rate for new commercial contracts• Optimized existing routes to increase overall profitability in day-to-day operations• Managed team of 15 employees within transfer station to maximize operational efficiency• Identified operational and financial inefficiencies and determined corrective plans• Replaced existing metal sorting procedures realizing 20% greater revenue• Participated in business growth strategy and planning discussions• Managed transfer station and team of 10+ to maximize operational efficiency• Replaced existing metal sorting procedures with higher revenue generating method • Participated in business growth strategy and planning discussions• Identified operational and financial inefficiencies and determined corrective plan

• Analyzed rent rolls and cash flow statements to value a real estate asset.• Assisted with market research in multi-family investment team.• Filtered renters and landlords to generate leads for the Agents.