Blake Bachelor, CLFP

Financial Analyst at Team Financial Group, Inc. Commercial Equipment Financing
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Allendale, Michigan, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Bloomberg Market Concepts
    Bloomberg
    May, 2017
    - Sep, 2024

Experience

  • Team Financial Group, Inc. Commercial Equipment Financing
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • May 2018 - Present

      • Support $100MM portfolio of owned and serviced deals • Provide and present commercial loan underwriting recommendations to lead underwriters • Analyze company creditworthiness for potential loans ranging from $5,000 to $1.5MM • Review Dun & Bradstreet, TransUnion, and other Financial Statements pertaining to creditworthiness • Support $100MM portfolio of owned and serviced deals • Provide and present commercial loan underwriting recommendations to lead underwriters • Analyze company creditworthiness for potential loans ranging from $5,000 to $1.5MM • Review Dun & Bradstreet, TransUnion, and other Financial Statements pertaining to creditworthiness

  • TransferZero Money Transfer E.P.
    • International Intership
      • Jun 2017 - Aug 2017

      • Researched FinTech money transfer industry dynamics and competitor positioning for senior management • Ensured client’s contracts met federal standards for the Bank of Spain • Interfaced with clients by providing exchange rate and other market information • Created promotional presentation distributed to clients on company product competitive advantages • Researched FinTech money transfer industry dynamics and competitor positioning for senior management • Ensured client’s contracts met federal standards for the Bank of Spain • Interfaced with clients by providing exchange rate and other market information • Created promotional presentation distributed to clients on company product competitive advantages

  • Shine Window Care and Holiday Lighting
    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Lead Technician
      • May 2017 - Jun 2017

      • Championed customer satisfaction to clients in window and gutter cleaning service • Led team of four to implement initiatives increasing productivity, quality of work, and cash generation • Championed customer satisfaction to clients in window and gutter cleaning service • Led team of four to implement initiatives increasing productivity, quality of work, and cash generation

  • Dematic North America
    • Parts Coordinator
      • Jul 2015 - Sep 2015

      • Improved product build time through more efficient and accurate inventory organization method • Learned company ERP software (SAP) inventory location and manufactured part details • Improved product build time through more efficient and accurate inventory organization method • Learned company ERP software (SAP) inventory location and manufactured part details

Education

  • Central Michigan University
    Finance and Management
    2015 - 2018

Community

You need to have a working account to view this content. Click here to join now