Experience

KinderCare Learning Companies

• United States
• Education Management
• 700 & Above Employee

• Financial Analyst II - Corporate FP&A

  • Sep 2023 - Present

  Portland, Oregon, United States



First Interstate

• United States
• Banking
• 700 & Above Employee

• Commercial Relationship Manager II

  • Jul 2022 - Sep 2023

  Portland, Oregon, United States • Responsible for managing and growing a $26 million portfolio of commercial banking clients, comprised of small to mid-sized local and regional businesses. • Develop and maintain strong relationships with clients, serving as their primary point of contact for all financial needs. • Analyze clients' financial needs and recommend tailored financial solutions to meet those needs. • Conduct regular portfolio and risk reviews to ensure clients are meeting their financial obligations and… Show more • Responsible for managing and growing a $26 million portfolio of commercial banking clients, comprised of small to mid-sized local and regional businesses. • Develop and maintain strong relationships with clients, serving as their primary point of contact for all financial needs. • Analyze clients' financial needs and recommend tailored financial solutions to meet those needs. • Conduct regular portfolio and risk reviews to ensure clients are meeting their financial obligations and to identify opportunities for growth. • Collaborate with internal stakeholders, including underwriting, credit, and operations, to ensure smooth and efficient delivery of financial solutions.

• Commercial Credit Analyst III

  • Mar 2022 - Jul 2022

  Portland, Oregon, United States • Assist five Relationship Managers as a member of the Credit Analyst team in managing their respective commercial loan portfolios. Conduct credit analyses including gathering, analyzing, and interpreting all types of financial information on existing and new customers. • Provide timely, accurate financial analysis to make recommendations regarding the extension of credit via Prefight’s, WAM’s & Credit Memos for approval up to the Chief Credit Officer of the Bank. • Develop key discussion… Show more • Assist five Relationship Managers as a member of the Credit Analyst team in managing their respective commercial loan portfolios. Conduct credit analyses including gathering, analyzing, and interpreting all types of financial information on existing and new customers. • Provide timely, accurate financial analysis to make recommendations regarding the extension of credit via Prefight’s, WAM’s & Credit Memos for approval up to the Chief Credit Officer of the Bank. • Develop key discussion points and questions in analyzing Commercial & Industrial loan opportunities ranging from $500k to $25 million. Underwrote CRE credits up to $15 million. • Work closely with Relationship Managers, Loan Administrators, and Customers to smoothly close loans and/or assist in monitoring and administering the loan portfolio in accordance with loan approval. Work with other bank associates to address client needs as necessary.

• Commercial Credit Analyst II

  • Jun 2020 - Mar 2022

  Portland, Oregon, United States



Northwest Bank

• United States
• Banking
• 100 - 200 Employee

• Assistant Relationship Manager

  • Sep 2017 - Jun 2020

  Lake Oswego, Oregon • Assist a Relationship Manager as a member of the business banking team in managing a $75 million-dollar commercial loan portfolio. Conduct credit analyses including gathering, analyzing and interpreting all types of financial information on existing and new customers. • Provide timely, accurate financial analysis to make recommendations regarding the extension of credit via Prefight’s, WAM’s & Credit Memos for approval up to the Banks Board Loan Committee. • Develop key discussion… Show more • Assist a Relationship Manager as a member of the business banking team in managing a $75 million-dollar commercial loan portfolio. Conduct credit analyses including gathering, analyzing and interpreting all types of financial information on existing and new customers. • Provide timely, accurate financial analysis to make recommendations regarding the extension of credit via Prefight’s, WAM’s & Credit Memos for approval up to the Banks Board Loan Committee. • Develop key discussion points and questions in analyzing Commercial & Industrial loan opportunities ranging from $500k to $15 million. Underwrote CRE credits up to $5 million. • Work closely with Relationship Managers, Loan Administrators, and Customers to smoothly close loans and/or assist in monitoring and administering the loan portfolio in accordance with loan approval. Work with other bank associates to address client needs as necessary.

• Commercial Banking Intern

  • Jun 2017 - Sep 2017

  Lake Oswego, Oregon • Gained a broad understanding of commercial banking through a rotation of various bank functions including Credit Analysis, Loan Administration, Operations, Information Systems and Commercial Lending. • Assessed potential business opportunities by analyzing credit reports, spreading financials, evaluating cash flows and determining collateral values. Prepared credit memorandums for review by chief credit officer and division presidents. • Completed operational accounting reconciliations,… Show more • Gained a broad understanding of commercial banking through a rotation of various bank functions including Credit Analysis, Loan Administration, Operations, Information Systems and Commercial Lending. • Assessed potential business opportunities by analyzing credit reports, spreading financials, evaluating cash flows and determining collateral values. Prepared credit memorandums for review by chief credit officer and division presidents. • Completed operational accounting reconciliations, certifying and researching daily general ledger accounts, including but not limited to ACH returns, Federal returns and adjustments, fraud activity, non-posts, due from accounts, loans and deposit accounts.



University of Oregon Alumni Association

• United States
• Higher Education
• 1 - 100 Employee

• Leadership Giving Intern

  • Feb 2017 - Jun 2017

  Eugene, Oregon Area • Worked closely with Prospect Management and Analytics to create and inactivate prospects, metrics, and track proposals (solicitations, dollar amounts, proposal stages) • Developed contact report audits, worked to ensure data integrity, and ran reports on prospects to ensure efficient managing for lead annual giving officers

• Student Fundraiser

  • Jun 2016 - Apr 2017

  Eugene, Oregon Area • Strengthened alumni and donor relations, raised funds for academic programs throughout campus, and roused school pride • Cultivated meaningful connections with University alums which has led me to be a leader in charitable donations • Provided a voice to the University of Oregon through which alumni could learn about and reconnect with their departments and organizations in personal and meaningful ways



AAA Oregon/Idaho

• United States
• Consumer Services
• 200 - 300 Employee

• Call Center Representative

  • Jun 2014 - Aug 2015

  Lake Oswego, OR • Assisted members in a warm, personable manner in order to assure timely roadside assistance and to build long lasting trust in our service. • Multitasked effectively to calm distressed members while attaining pertinent information to provide timely service. • Analyzed maps and other information to locate members in remote locations across Oregon and Idaho who otherwise would not have known where they were. • Educated members and non-members alike in the benefits of AAA consistently… Show more • Assisted members in a warm, personable manner in order to assure timely roadside assistance and to build long lasting trust in our service. • Multitasked effectively to calm distressed members while attaining pertinent information to provide timely service. • Analyzed maps and other information to locate members in remote locations across Oregon and Idaho who otherwise would not have known where they were. • Educated members and non-members alike in the benefits of AAA consistently reaching personal sales goals. Show less