Financial Analyst
Current• Manage 20+ deals per year, 2024 YTD $50MM or more, closing $25MM+• SBA, Conventional, RLOC, and DLOC loan structures for clients• Prepare financial memos on prospective loan requests while managing loans and pipeline• Analyze financial and guarantor statements, prepare Debt Coverage model, and perform collateral analysis to ensure loans are appropriately structured and meet credit requirements for lending quality • Review proposed loan structure and determine actions needed to sufficiently mitigate and manage risk• Build trusted, collaborative and supporting relationships with internal and external business partners• Create and organize VDRs (Virtual Data Rooms) for lenders and clients • Manage assigned transactions, ensuring the loan requests are handled efficiently and processed• Communicate with lenders, credit officers and clients/CEOs regarding deal structure specifics• Track and report activity on data requests and loan decisions, including maintaining a record of request data/documents received