Experience

Peoples Bank

• United States
• Financial Services
• 1 - 100 Employee

• Senior Credit Analyst

  • Jan 2022 - Present

• Credit Analyst

  • Sep 2019 - Dec 2021



Community State Bank - Des Moines, IA

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager I

  • Aug 2017 - Sep 2019

  • Prepare extensive financial analysis and underwriting for complex commercial relationships with aggregate exposures up to $30MM and effectively communicate findings through credit memos and verbal presentation. • Spread a variety of financial statements ranging from tax returns to audited statements accurately and consistently. • Request and review interim financial statements and covenant certificates with borrower’s CPA/CFO to monitor for indications of deteriorating credit quality. • Manage loan portfolio to ensure timely renewals of operating lines and annual reviews. • Perform residential construction inspections to validate progress aligns with draw requests. Show less



Integrated Marketing Solutions

• Advertising Services
• 1 - 100 Employee

• Account Coordinator

  • Aug 2014 - Aug 2017

  •Build relationships with outside clients to provide optimal strategic value for direct marketing plans •Develop SAS and SQL programs to meet client reporting needs and ad hoc projects •Maintain Excel spreadsheets for clients’ accounts receivable trends and marketing tests •Audit customer database to validate credit limits and monitor risk metrics for private label credit offering •Build relationships with outside clients to provide optimal strategic value for direct marketing plans •Develop SAS and SQL programs to meet client reporting needs and ad hoc projects •Maintain Excel spreadsheets for clients’ accounts receivable trends and marketing tests •Audit customer database to validate credit limits and monitor risk metrics for private label credit offering



Sedgwick

• Insurance
• 700 & Above Employee

• Return to Work Coordinator

  • Feb 2014 - Jun 2014

  • Perform in-depth investigations to get employees with restrictions back to work from medical leave of absence in a safe and productive manner • Providing quality customer service to Wal-Mart employees throughout the claim process • Perform in-depth investigations to get employees with restrictions back to work from medical leave of absence in a safe and productive manner • Providing quality customer service to Wal-Mart employees throughout the claim process



Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Investment Operations Intern

  • Dec 2012 - Dec 2013

  •Accurately set up 20-30 new high worth investment accounts in trading systems daily •Ran required daily reports to ensure accounts were in correct composites and models were accurate for trade •Communicated with sponsors to complete terminations, freezes/unfreezes, style changes, and daily maintenance of accounts •Reconciled differences in accounts between systems to confirm withdrawals/deposits •Participated in production of monthly and quarterly AUM reports •Trained new interns on the required duties of position Show less



University of Iowa

• United States
• Higher Education
• 700 & Above Employee

• Krause Fund Analyst

  • Sep 2012 - Dec 2012

  Responsible for equity research that is used to construct a buy/sell report that is utilized to manage the $225,000 Krause Fund Portfolio. Intensely group based with experience working in a team in excess of 25 hours per week Responsible for equity research that is used to construct a buy/sell report that is utilized to manage the $225,000 Krause Fund Portfolio. Intensely group based with experience working in a team in excess of 25 hours per week