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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE EMAIL AVAILABLE1920 N. Cleveland Avenue APT 2, Chicago, IL 60614 PHONE NUMBER AVAILABLE PROFESSIONAL EXPERIENCECapital One Chicago, ILCommercial Rotation Program Associate July 2022 Present HealthCare Real Estate Credit Risk & Analytics Team August 2023 Present Responsible for validating all risk ratings that are submitted for credit approval. Collaborating and leading multiple projects that require biweekly, monthly or quarterly refreshing which include Early Warning Indicators, Office Monitoring, MOB Classifications, Tenant Classifications, SH Occupancy, PIC Risk Profile Tracker, WACC Form Tracker, Industry MOB REIT Trends, and the CMD Delinquency Report. Creation and maintaining google drive with notes from every deal meeting highlighting underwriter key points and credit officer questions, comments, and concerns as well as detailed notes for each quarterly Portfolio Review.Diversified Industries Underwriting and Portfolio Management Team July 2022 - August 2023 Conducted diligence and financial modeling tasks related to new transactions as well as managing three portfolio accounts with outstanding credit facilities. Active member of multiple deal teams for thirteen new deals and led the process for three annual reviews. WaterStone Bank Wauwatosa, WILending Intern June 2021 August 2021 Performed quality control audits on close loan files, reviewed documents for completion and accuracy, and scanned paper documents. Requested loan documentation from vendors, retail loan officers and correspondent lenders as well as prepared funding worksheet for correspondent loans, processes rate worksheets, loan registrations, and disclosure packages. Worked expiring/expired collateral insurance reports, general filing including creation of loan file and break- down of paid loan file.Thrivent Cedarburg, WIFinancial Intern September 2020 May 2021 Entered and organized various client data within Microsoft Excel, Salesforce and Wealthscape. Active role within the financial planning team to digitally organize financial statements and prepare appointment materials. Assisted management and clients by handling various office and administrative tasks as an Office Professional. RoCoco, Inc. Milwaukee, WIAccount Liaison June 2020 August 2020 Promoted and sold Fortune 500 companies products and services including NRG, Spectrum and AT&T. EDUCATIONMarquette University, College of Business Administration Milwaukee, WI Bachelor of Science, Major: Finance concentrated in Commercial Banking May 2022 Honors Program Graduate Commercial Banking Program Executive Board Member Hobbies: Skiing, biking & golf |
