Supporting 2 portfolios with a total loan book of ~$400 million. Portfolio management activities include writing credit renewals, assessing security coverage, monitoring reporting, testing financial covenants, and more. Relationship management activities include underwriting new money requests, negotiating deal structure, building COI relationships, and more.

Supporting a Relationship Manager with a portfolio of 40 clients and a loan book of over $200 million. Established relationships with key contacts at client companies. Wrote new deals and credit reviews for existing clients. Primary responsibility for portfolio management on all aspects of monitoring and control for the existing loan book.

Responsible for managing and growing a loan portfolio of approximately $40 million, with borrowers from various industries. Also involved with the underwriting, due diligence, and closing of larger deals between $3 million and $20 million.

Assisted with various clients in a local commercial banking center with a total loan book of $525 million, primarily in the midmarket space.

Asset based lending for pre-profit ad-tech digital media companies backed by institutional venture capital firms. Portfolio size of $110 million.

Rotation program with exposure to lending teams including cross-border banking, entertainment lending, and venture lending. Additional rotations include credit supervision, leveraged finance, syndicated finance, special assets, and loan operations.

Full service investment bank focused primarily on sell side M&A and capital raise advisory for lower mid-market food and consumer companies with EBITDA's ranging from $2-10 million.

Full service investment bank for mid market publicly traded companies. Supported senior research analyst covering 15 companies in automotive OEM's and industrials.

Construction accounting software support, assisting controllers, CFO's, bookkeepers, and accounting departments with various issues.

Virtual accounting firm performing monthly bookkeeping and reconciliation for small businesses.

Cold called and sold pay-per-click advertising and search engine optimization solutions.

Cold called and qualified leads for hardware and cloud services covering Eastern Canadian provinces.