business relationships and optimize revenue opportunities Assesses the client's financial needs for the purpose of formulating... a business plan and delivering an effective variety of financial products and services to help the client succeed financially...
SBA Portfolio Management Analyst is responsible for providing proactive credit servicing and management of servicing..., financial statement spreading, Global Cash Flow spreading, and SBA Guaranty Request Package’s along with the coordination of SBA...
. Establishes financial targets for the operational budget (variable non-salary). Using financial analysis, and forecasting through... retrospective analyst, market trends, vender pricing, impending new technology, and product mix. Functions as the primary liaison...
Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst... in Business Administration, Finance or Economics Technical Training in financial and economic markets Progress towards Chartered...