Building and Maintaining Internal Resources -.
February 13, 2023
Provides effective analysis of credit including, worthiness of applicant, loan structure, risk return, applicant operating profile and industry profile including historical profit and loss performance, financial condition and cash flow.
February 19, 2023
Reviews loan transactions for current and prospective clients.
March 02, 2023
Support efforts to ensure successful submission of statement reports by Harris employees and completion of statement reports.
March 04, 2023
Assist in building the firm's database of knowledge through attending investment conferences and company presentations.
March 05, 2023
Prepares accurate, clear, well-organized and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline.
April 19, 2023
Performs analysis on complex situations, including recovery analysis on distressed investments.
April 24, 2023
Evaluate debt assets via investment memo review, industry research, financial statement review, financial modeling, etc.
May 05, 2023
Monitor timelines and ensure payment deadlines are adhered to in order to minimize risk of fees.
May 13, 2023
Develops industry relationships with analysts at the credit rating agencies, brokerages, and third-party research providers.
May 17, 2023