Experience

Geneva Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Aug 2023 - Present

• Lead Financial Analyst

  • Feb 2022 - Aug 2023

  Alexandria, Minnesota Analyze credit data and financial records to assess the risk involved in extending credit for commercial equipment leases; identify potential areas of risk and implement risk mitigation strategies to protect the company's financial interests. Improved accuracy and efficiency of credit assessment process by implementing new credit evaluation procedures. ♦ Monitor a portfolio of commercial leases, perform diligent analysis and risk assessment, identify potential areas of concern, and… Show more Analyze credit data and financial records to assess the risk involved in extending credit for commercial equipment leases; identify potential areas of risk and implement risk mitigation strategies to protect the company's financial interests. Improved accuracy and efficiency of credit assessment process by implementing new credit evaluation procedures. ♦ Monitor a portfolio of commercial leases, perform diligent analysis and risk assessment, identify potential areas of concern, and implement effective strategies to mitigate risk. ♦ Train and guide lower-level analysts, resulting in increased efficiency and accuracy in credit evaluations. ♦ Empower team members to make sound credit decisions, leading to improved customer service and satisfaction.

• Financial Analyst

  • Aug 2017 - Feb 2022

  Alexandria, Minnesota ♦ Thorough meticulous attention to detail in credit applications and precise evaluation of borrowers' financial strength, I reduced the company's risk and increased its profitability. ♦ Managing a large portfolio, I effectively underwrote and controlled risk, achieving a low delinquency rate and boosting sales, reflecting successful revenue growth strategies and risk management. ♦ My production of accurate and detailed cash flow analysis and debt service calculations… Show more ♦ Thorough meticulous attention to detail in credit applications and precise evaluation of borrowers' financial strength, I reduced the company's risk and increased its profitability. ♦ Managing a large portfolio, I effectively underwrote and controlled risk, achieving a low delinquency rate and boosting sales, reflecting successful revenue growth strategies and risk management. ♦ My production of accurate and detailed cash flow analysis and debt service calculations provided valuable insights, enabling informed decision-making. ♦ I presented comprehensive credit recommendations for transactions beyond assigned credit limits, ensuring that all risks were managed while maximizing revenue opportunities for the company.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Universal Banker

  • Jun 2016 - Aug 2017

  Alexandria, Minnesota ♦ By providing exceptional customer service to clients seeking to open deposit accounts or process loan or credit card applications, I fostered increased customer satisfaction and loyalty. ♦ Addressing customer inquiries related to banking products and services, I provided knowledgeable and helpful recommendations, leading to increased cross-selling of bank products and services and higher customer satisfaction. ♦ Consistently surpassing monthly sales objectives, I demonstrated… Show more ♦ By providing exceptional customer service to clients seeking to open deposit accounts or process loan or credit card applications, I fostered increased customer satisfaction and loyalty. ♦ Addressing customer inquiries related to banking products and services, I provided knowledgeable and helpful recommendations, leading to increased cross-selling of bank products and services and higher customer satisfaction. ♦ Consistently surpassing monthly sales objectives, I demonstrated exceptional sales skills and a deep understanding of customer needs and preferences, resulting in consistent success. ♦ Maintaining a comprehensive understanding of banking procedures and federal regulations, I demonstrated high professionalism and expertise, ensuring compliance and mitigating risks for the company. ♦ I provided exceptional customer service by presenting comprehensive credit recommendations for transactions beyond assigned credit limits, ensuring that all risks were managed while maximizing revenue opportunities for the company.

• Credit Underwriting Client Servicing Specialist

  • Oct 2015 - Jun 2016

  Fargo, North Dakota, United States ♦ Conducted thorough evaluations of consumer credit reports to evaluate the creditworthiness of credit card applicants in a fast-paced and high-volume production environment. Ensured that all credit decisions were made accurately and efficiently while effectively managing risk. ♦ Exceeded productivity goals consistently by achieving an average of 96%, which exceeded the target of 80%. Managed a large volume of credit underwriting and client servicing tasks while maintaining a high level… Show more ♦ Conducted thorough evaluations of consumer credit reports to evaluate the creditworthiness of credit card applicants in a fast-paced and high-volume production environment. Ensured that all credit decisions were made accurately and efficiently while effectively managing risk. ♦ Exceeded productivity goals consistently by achieving an average of 96%, which exceeded the target of 80%. Managed a large volume of credit underwriting and client servicing tasks while maintaining a high level of accuracy and efficiency.

• Fraud and Dispute Case Processor

  • Jul 2014 - Oct 2015

  Fargo, North Dakota, United States ♦ I maintained an error rate under 0.10% while exceeding productivity targets by 25%, leveraging my exceptional attention to detail and efficient work practices to produce high-quality work in a fast-paced environment. ♦ I provided effective mentorship and training to new employees, while efficiently managing three desk portfolios. ♦ As a result of my dedication and strong leadership, I was recognized and awarded as the top Team Member of the Month three times for consistently… Show more ♦ I maintained an error rate under 0.10% while exceeding productivity targets by 25%, leveraging my exceptional attention to detail and efficient work practices to produce high-quality work in a fast-paced environment. ♦ I provided effective mentorship and training to new employees, while efficiently managing three desk portfolios. ♦ As a result of my dedication and strong leadership, I was recognized and awarded as the top Team Member of the Month three times for consistently exceeding goals and achieving exceptional results.

• Teller

  • Aug 2012 - Jul 2014

  Fargo, North Dakota, United States ♦ Maintained in depth knowledge of bank products, policies, and federal regulations. ♦ Provided exceptional customer service to customers valuing their privacy and referred to appropriate bank products. ♦ Handled customer complaints and issues with professional and friendly attitude.