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Experience

    • Banking
    • 1 - 100 Employee
    • Portfolio Analyst III
      • Oct 2022 - Present
    • United States
    • Banking
    • 1 - 100 Employee
    • Credit Analyst
      • Jan 2018 - Oct 2022

      - Analyze financial statements and tax returns to produce credit presentations and memos on commercial and agricultural credits. - Responsible for file maintenance and document tracking for new loan requests and annual reviews of existing borrowers. - Prepare agenda and reports for weekly loan committee meetings. - Assist with managing a portfolio of commercial credits. - Successfully processed PPP origination and forgiveness applications for small businesses and sole proprietors during the COVID-19 pandemic. - Served on the Bank’s marketing committee, 2018 to 2021.

    • United States
    • Banking
    • 1 - 100 Employee
    • Credit Analyst
      • Jul 2014 - Dec 2017

      Analyze and interpret credit information on existing and prospective customers and portfolios. Complete annual reviews of existing borrowing relationships. Prepare reports for loan officers and committees. Process interim financial reports and related documents when received. Analyze and interpret credit information on existing and prospective customers and portfolios. Complete annual reviews of existing borrowing relationships. Prepare reports for loan officers and committees. Process interim financial reports and related documents when received.

    • Truck Transportation
    • 1 - 100 Employee
    • Marketing and Travel Assistant
      • May 2014 - Jul 2014

      Temporary position assisting Trailways Travel, a division of Burlington Trailways with marketing and travel projects including planning an all-inclusive 19-day tour. Temporary position assisting Trailways Travel, a division of Burlington Trailways with marketing and travel projects including planning an all-inclusive 19-day tour.

Education

  • Iowa Wesleyan University
    Bachelor's Degree, Business Administration, Minor in History
    2012 - 2014
  • Iowa Bankers' Association
    Iowa School of Banking
    2017 - 2018
  • Iowa Bankers' Association
    Commercial Lending School
    2016 - 2016
  • Southeastern Community College
    Associate of Arts (A.A.), General Studies
    2011 - 2012
  • Joppatowne High School
    Diploma

Community

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