Experience

Allianz Trade in North America

• United States
• Insurance
• 200 - 300 Employee

• Senior Credit Analyst and Sensitive Risk Manager

  • Oct 2022 - Present

• Senior Credit Analyst

  • Jan 2019 - Oct 2022



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Business Services Officer - Portfolio Manager II

  • Aug 2018 - Jan 2019

  Provides support to the Relationship Manager through underwriting, policy knowledge, and credit structuring for commercial real estate and construction loans. Prepares thorough and accurate annual risk rating assessments. Facilitated effective and consistent communication during weekly team meetings. Monitors timely receipt of current financial statements. Reviews loan documents to ensure accuracy.

• Business Service Officer - Portfolio Manager I; Banking Officer

  • Nov 2015 - Aug 2018

  Provides support to the Relationship Manager through underwriting, policy knowledge, and credit structuring for commercial real estate and construction loans. Prepares thorough and accurate annual risk rating assessments. Facilitated effective and consistent communication during weekly team meetings. Monitors timely receipt of current financial statements. Reviews loan documents to ensure accuracy.

• Commercial Credit Administration Credit Analyst I

  • Jan 2013 - Nov 2015

  Complete financial statement spreads and projections. Complete consolidated cash flow forms when necessary. Complete personal cash flow analysis forms for all individuals. Complete risk raters and Commercial Real Estate risk raters as needed. Maintain credit file quality utilizing established retention standards and evaluating files in conjunction with monthly loan review. Attend loan committee meetings and take detailed minutes summarizing the discussion of… Show more Complete financial statement spreads and projections. Complete consolidated cash flow forms when necessary. Complete personal cash flow analysis forms for all individuals. Complete risk raters and Commercial Real Estate risk raters as needed. Maintain credit file quality utilizing established retention standards and evaluating files in conjunction with monthly loan review. Attend loan committee meetings and take detailed minutes summarizing the discussion of all relationships reviewed. Assist Loan Administration Officers with the compilation and quality assessment of all loan review packages for assigned regions. Perform industry research and assessment when needed by the Regional Loan Administrator.



Bowers Insurance

• United States
• Insurance
• 1 - 100 Employee

• Intern

  • Apr 2012 - Aug 2012

  Recorded premium payments on an online system Used a computer filing system to update office records/customer data Reviewed current client retirement plans and suggested alterations Attended client meetings to review plans Organized a client appreciation event Piloted online signature program with Vanderbilt Securities, LLC Recorded premium payments on an online system Used a computer filing system to update office records/customer data Reviewed current client retirement plans and suggested alterations Attended client meetings to review plans Organized a client appreciation event Piloted online signature program with Vanderbilt Securities, LLC