Commercial Banking Intern
-Assisted underwriting process for franchise’s credit reports and loan renewals in the QSR industry-Researched the QSR industry, franchises, and 10+ current clients to develop reports and visual diagrams with Excel and Power BI to assess 20+ prospective clients and guide portfolio management decisions in the future-Constructed a dynamic table displaying key performance indicators (TCE, enterprise value, LTV ratio) used to monitor and identify trends for current and prospective QSR and BDC franchises in our target region-Calculated financial performance and risk metrics (PD rating of 9 below) to compose financial analysis-Attended and led meetings to discuss current client performance, prospective clients, and significant KPIs