Lead underwriting and due diligence process through closing for cannabis, real estate, and construction loans

Originate, structure, and underwrite lease agreements for specialized equipment in the cannabis and hemp industry. - Grew venture leasing portfolio with new customers to drive increased monthly recurring revenue of 200%+.- Led strategic development of corporate credit policy to identify high-priority investment opportunities in a customer relationship database of 1,000+ leads.- Expanded the Preferred Vendor Program to more than 90 equipment manufacturers and vendors to provide co-marketing opportunities and improve transaction yields to 30%+.- Established an Asset Management Tracking platform to monitor risk metrics for over 100 assets under management in 9 states.- Conducted risk analysis based on internally developed quantitative and qualitative metrics derived from business financial statements and supporting data for 150+ potential customers.

Performed credit analysis, constructed financial projections, calculated enterprise valuation, conducted industry research, assessed competitive position, and completed other appropriate due diligence to structure and underwrite leveraged loans with a focus on the Technology, Media, and Telecom industries.- Identified business and industry risks, financial trends, and performance drivers to evaluate a company’s long-term creditworthiness and valuation, resulting in new business opportunities of $1 Billion.- Developed a standardized financial forecast model that streamlined discounted cash flow valuation analysis, sensitivity analysis, and covenant testing. Adopted as the company standard process for teams nationally with 100+ active users and led training as the subject matter expert.- Underwrote leveraged loans to technology and media companies to drive asset growth over $200 Million, while maintaining a disciplined risk profile with no credit downgrades and losses.- Provided cross-functional support to a new business unit in Alternative Energy Finance that approved new tax equity investments of $300 Million in solar panel and wind turbine projects.- Led and trained a team of three direct reports who contributed to successfully closing new business of $100 Million.

- Supported $2 billion portfolio in the generalist middle market department, that included cash flow, asset based, and unsecured debt transactions to middle market and large corporate customers.- Completed formal credit training program while assisting Middle Market Underwriters and Relationship Managers throughout the credit approval process.

The Virginia High School League organizes public high school athletic and academic state championship events. In addition, the VHSL is responsible for governing the 313 participating schools with over 200,000 students in 27 sports and 8 activities. Working under the Director of Development, I promoted VHSL athletic and academic activities through a variety of media outlets and contacting current and prospective donors.

- Provided comparative analysis of each club's local television contract regarding general terms and broadcast revenues.- Researched pricing on national television contracts to compare Major League Baseball with other professional and college sports.