- Outreach: Markets loan products to new and existing clients through calls and networking.
- Needs analysis: Assesses a clients financial situation such as performing preliminary cash flow analysis and evaluating their ability to repay.
- Deal structuring: Works with clients to customize loan terms that fit their specific needs.
- Relationship management: Builds and maintains relationships with clients which can include real estate developers and investors.
- Documentation: Assists in preparing the necessary paperwork and gathering financial statements to support the loan application.
Outreach: Markets loan products to new and existing clients through calls and networking. Needs analysis: Assesses a clients financial situation such as performing preliminary cash flow analysis and evaluating their ability to repay. Deal structuring: Works with clients to customize loan terms t...
- Outreach: Markets loan products to new and existing clients through calls and networking.
- Needs analysis: Assesses a clients financial situation such as performing preliminary cash flow analysis and evaluating their ability to repay.
- Deal structuring: Works with clients to customize loan terms that fit their specific needs.
- Relationship management: Builds and maintains relationships with clients which can include real estate developers and investors.
- Documentation: Assists in preparing the necessary paperwork and gathering financial statements to support the loan application.
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