- Exceeded quarterly and annual sales goals in a remote position by cultivating new and existing relationships within the Houston market to increase total annual loan production 300% YOY.- Aided in the preparation of proposals, presentations, and reports with prospective borrowers.- Gathered and evaluated detailed economic, demographic, and real estate market data for ongoing transactions in process.- Sourced external lead generation through referral partnerships including mortgage brokers, real estate professionals, wholesalers, and attorneys to increase deal flow and overall production.

- Performed quarterly and year-end financial analysis to calculate NOI and DSCR to determine if properties operated within the agreed parameters of the loan documents.- Reviewed and analyzed legal documents for portfolio managers to provide abstracts and recommendations on new leases, site agreements, subordination, disbursement requests, prepayment requests, and amendments subject to lender consent approval.- Coordinated annual site inspections with borrowers and property managers on behalf of lenders to verify appropriate maintenance practices on collateral of all CRE product types.- Prepared inspection reports for submission to lenders consisting of relevant market analysis information including sub-market inventory, average rental rates PSF, vacancy, and absorption. - Conducted due diligence to complete affiliate transfer of ownership within the pooling and servicing agreement of securitized loans.- Regularly attended weekly production meetings with senior mortgage bankers and investment sales brokers.- Received ARGUS Enterprise training in cash flow modeling.- Participated in the Analyst Mentorship Program (AMP)

- Conducted due diligence and acquisitions underwriting on single-family residential assets.- Represented private equity funds in the acquisition of single-family residential assets.- Communicated with operator and institutional clients using Salesforce CRM.- Created and executed an off-market campaign to gain new market share.- Successfully completed an in-house residential redevelopment project resulting in profits of $25k.- Negotiated and executed all contracts, and managed transactions till closing.