- Analyze Tax documents, P&Ls, Balance sheets and income reports to prepare financial recasting's and valuations for main street and lower-middle market businesses.- Conducted market research of target industry-clusters for lead generation and business development.- Coordinating with clients and financial institutions to streamline the SBA-backed loan acquisition process.

- Identified and analyzed businesses within the target market for individual brokers. - Compiled databases for ongoing marketing campaigns using externally sourced market data. - Directly contacted potential clients through in-person canvassing, email campaigns and cold-calling.

- Assisted guests by providing knowledge and technical details of products in order to ensure that customers are provided with products that meet their needs.- Handled weekly shipments, organized, and maintained a computerized inventory management system.- Operated office technology to produce large format print products for customers.

-Greeted and assisted guests, provided customer service in the garden and hardware section of the store.-Handled monetary transactions between customers and the store.