-Generating value opportunities for ITFT that endure over the long-term-Acquisition of new customers for Soteria -Expanding into target markets -Identifying relationships and leveraging strategic partnerships

-Prepared financial analyses for prospective company acquisitions-Assisted in the review of company financial documentation -Outlined economic demographics to help determine potential opportunities for new business -Detailed competitive landscape for competing firms in the industry by state

-Monitored the effects of changing interest rates on the bank's loan portfolio to determine earnings volatility-Tracked floating and fixed rate loans, the indices the floating rates are tied to, and determined whether specific loans have interest rate floors-Provided stock valuation information to the bank's brokerage firms-Prepared the necessary collateral documentation for the Federal Home Loan Bank (FHLB) audits-Mortgage Banker Finance (MBF): Helped prepare the annual financial review of investors (income statement, balance sheet, cash flow statement) so the bank accurately provides mortgage warehouse lines to mortgage bankers nationally as well as oversees the financials of both the mortgage banker and investor-Audited Other Real Estate Owned (OREO) files and researched tax payment history for OREO projects-Created data summaries (Microsoft Excel) of vendor invoices and employee payroll