Research and answer project managers questions regarding draw requests. Process state registration for all entities. Knowledge and proficiency in GAAP.

Duties may include but are not limited to filing, copying, data entry and responding to electronic communications. Assisting in preparing valuation reports.

Analyze new and existing work processes and develop improvement plans in accordance with quality and engineering standards. Must be creative and innovative.

This position is responsible for reaching out to C-level executives about their upcoming capital projects or equipment purchases and their need for financing.

Coordinate payment schedules for vacation packages or other trip components with clients and process payments via credit card, check or cash.