• Utilize FactSet, Bloomberg, Microsoft Excel, and Morningstar for client reporting, equity analysis and internal strategy portfolio characteristics. Clients range from $1-100 million• Point person for all final business pitches for prospective clients. Initiate and oversee the internal sales process, (gather all theinformation, opinions and edits from the Relationship Managers, and implement all the changes) for a highly customized book that will be presented at all final sales meetings to prospects ranging from $5-100 million• Point person for all RFPs; works with Relationship Manager and other team members to delegate responses and information provided. Significantly contributed to company in awarding of $10-20 million in new business• Works with Investment team on marketing materials such as internal equity and fixed income performance, market overview and outlook, and index performance• Update the prospect database in Salesforce and format potential business pipeline materials for bi-monthly sales meetings

• Processing and preparation of various documents for loan closings• Daily mailing and distribution of loan checks while maintaining backlog of records and check stubs• Tasks include scanning and filing loan closing documents and uploading using Adobe Acrobat

• Processed and created over $1 million in purchase order requests, purchase orders and invoices• Responsible for budget development and management of cash flow, while providing visibility and financial support• Created loan amortization schedules to calculate monthly payback plan for various business loans and determine best allocation of funds in the present• Worked on various logging spreadsheets to ensure collection of invoices for completed purchase orders• Updated forecasts for various sites in the company pipeline and explained why a forecast may or may not have changed and updated trendlines for each quarter• Reconciled company expenses against monthly bank statements in QuickBooks

• Processing and preparation of various documents for loan closings• Responsible for daily loan disbursement email reporting (50-100 emails) and loan disclosure processing• Tasks include scanning and filing loan closing documents and uploading using Adobe Acrobat