Nikolette Huberman Jacob Email & Phone Number

Greater Los Angeles Area

Partner with emphasis on financing real estate portfolio and directing corporate philanthropy. Responsibilities include:• Source debt and negotiate lender terms and loan documents• Spearhead philanthropic initiatives ranging from corporate giving to volunteering• Execute financial analysis of potential acquisitions and new or modified leases• Manage pre-development and project management for both renovation and ground-up construction projects• Perform land use analysis for current and potential portfolio properties• Generate website and social media content and manage public relations

San Francisco Bay Area

• Build and manage relationships with 25+ middle market companies with annual revenues ranging from $10 million to $1 billion by continually communicating with customers about their needs and providing solutions• Evaluate companies’ creditworthiness via analysis of financial performance, key risks, and management strength• Structure and execute commercial lending transactions and maintain a portfolio of over $200MM in commitments • Collaborate with product partners, including treasury management, interest rate risk management, foreign exchange, insurance, private banking, and others, to present customers and prospects with a broad array of services• Acquire new customers through market research, attending networking events, maintaining continuous dialogues with prospects, and delivering proposals for both credit and treasury management opportunities

San Francisco Bay Area

• Completed a five-month credit training program focused on enhancing credit, finance, and accounting skills through case studies, seminars, and an executive lecture series

San Francisco Bay Area

• Assessed companies’ financial, operational, and managerial strengths and weaknesses to identify potential risks• Analyzed borrowers’ ability to service debt, their sources of repayment, and the key risks of each credit transaction• Conducted administrative tasks, including legal document negotiation and financial statement collection and review

Madrid Area, Spain

• Determined risk of investment in Spanish corporations through annual report analysis• Constructed credit memorandums for prospective clients, which included company profiles and financial analyses• Prepared and published documentation required for new client adoption in company’s internal database

Greater Los Angeles Area

• Corresponded with magazine editors to schedule meetings at tradeshows and in-office• Facilitated client and editor relations through new business meetings, editor follow-up, and reporting• Investigated social networks for brand awareness augmentation opportunities

Greater Boston Area

• Generated 20% of store revenue and increased sales by an average of 50% per transaction• Organized merchandise to maintain store appearance and accessibility • Directed incoming calls to appropriate departments in a courteous manner

Chilmark, Ma

• Co-directed and scripted a production of Peter Pan • Lead children ages 6-13 in theater activities and rehearsals • Communicated with childrens' parents regarding scheduling and rehearsing

Bachelor Of Science In International Business, Dual Concentration In Finance And Marketing, Minor In Spanish

• Honors: Graduated Summa Cum Laude, Dean’s List, Excellence Scholarship Recipient, Business Competition Winner • Activities: Member.

Intermediate Accounting Courses

Bsib, Finance

Nurtition Course

Education record