Jamie Pickett
Underwriter / Business Development at Capital Pro Partners- Claim this Profile
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Bio
Credentials
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Moody's Certified
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Experience
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Capital Pro Partners
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United States
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Financial Services
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1 - 100 Employee
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Underwriter / Business Development
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May 2020 - Present
• Consult with business owners on loan products, interest rates, financial statements, business health ratios, and the process of securing capital. • Complete underwriting on companies' financial position and compile findings along with capital needs in a write-up. • Act as a liaison between businesses and lenders, negotiating the best terms, pricing and structure. • Assist lenders by being a resource for their clients who do not fit their current credit box and subsequently allowing them to maintain a positive relationship. Show less
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Parker Real Estate
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Logan, Utah
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Book Keeper
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Jun 2010 - Feb 2021
• Used QuickBooks to categorize expenses and create financial statements • Consulted Management regarding banking products and relationships • Created a process allowing management to track the return on investment for marketing campaigns and client appreciation events • Used QuickBooks to categorize expenses and create financial statements • Consulted Management regarding banking products and relationships • Created a process allowing management to track the return on investment for marketing campaigns and client appreciation events
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Zions Bank
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United States
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Banking
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700 & Above Employee
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Assistant Relationship Officer II / Structured Finance Analyst
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Jun 2016 - Jun 2018
• Analyst on a $850MM portfolio allocating cash flow-based financing for LBOs, mergers & acquisitions and debt recapitalization of companies with $5 to $50MM of EBITDA. • Reviewed quarterly financials, calculated financial ratios, attended client meetings, and presented to banking leadership. • Portfolio included an emphasis on airlines, oil and gas, insurance, outdoor gear, manufacturing and professional services. • Analyst on a $850MM portfolio allocating cash flow-based financing for LBOs, mergers & acquisitions and debt recapitalization of companies with $5 to $50MM of EBITDA. • Reviewed quarterly financials, calculated financial ratios, attended client meetings, and presented to banking leadership. • Portfolio included an emphasis on airlines, oil and gas, insurance, outdoor gear, manufacturing and professional services.
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Zions Bank
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United States
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Banking
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700 & Above Employee
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Credit Analyst II
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Jul 2014 - Mar 2016
• Review financial statements and determine cash flow in order to accurately risk grade commercial real estate loans throughout the country • Conduct credit research, prepare summaries, present facts, and offer opinions concerning credit-worthiness • Communicate with borrowers to answer questions, resolve problems, and relay information • Review financial statements and determine cash flow in order to accurately risk grade commercial real estate loans throughout the country • Conduct credit research, prepare summaries, present facts, and offer opinions concerning credit-worthiness • Communicate with borrowers to answer questions, resolve problems, and relay information
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Wasatch Social Ventures
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Non-profit Organization Management
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Microfinance Intern
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May 2013 - Aug 2013
• Taught comprehensive business principles to entrepreneurs in the villages applying for a micro loan • Worked with amortization schedules to determine feasibility of profitable cash flows • Conducted market research to analyze competition, product pricing, and revenue streams for future growth • Taught comprehensive business principles to entrepreneurs in the villages applying for a micro loan • Worked with amortization schedules to determine feasibility of profitable cash flows • Conducted market research to analyze competition, product pricing, and revenue streams for future growth
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The Church of Jesus Christ of Latter-day Saints
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United States
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Religious Institutions
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700 & Above Employee
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Public and International Affairs Intern
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Jan 2013 - May 2013
• Organized hotel, flight, and car rental reservations, as well as created detailed itinerary for office management • Researched international current events and wrote several country briefings • Attended relevant congressional hearings to track legislation on behalf of the office • Organized hotel, flight, and car rental reservations, as well as created detailed itinerary for office management • Researched international current events and wrote several country briefings • Attended relevant congressional hearings to track legislation on behalf of the office
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The Congressional Club
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Washington D.C. Metro Area
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First Lady's Luncheon Head Table Manager
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Jan 2013 - May 2013
• Worked under the 2013 Chairwomen of the Head Table Committee to organize correspondence between distinguished guests at the head table for the Congressional Club’s First Lady’s Luncheon honoring Mrs. Michelle Obama • Made all phone calls on behalf of the Congressional Club to the Chambers of Supreme Court Justices, offices of the Secretaries in the Cabinet, and the offices of the Senate Majority and Minority Leader • Coordinated with other Luncheon Committee members in regards to the United States Secret Service, program logistics, invitation design, day of event assignments, etc. Show less
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Global Village Gifts
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Logan, Utah
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Volunteer and Student Business Strategist
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Oct 2010 - Dec 2012
• Led a team in research to provide relevant marketing avenues in which the non-profit and fair trade organization can capitalize • Offered a business analysis which included strengths, weaknesses, opportunities, and threats • Communicated and interacted with customers, completed transactions, and tracked inventory • Assisted in the planning and marketing for an event where we hosted two artisans from India to demonstrate embroidery work for the public • Led a team in research to provide relevant marketing avenues in which the non-profit and fair trade organization can capitalize • Offered a business analysis which included strengths, weaknesses, opportunities, and threats • Communicated and interacted with customers, completed transactions, and tracked inventory • Assisted in the planning and marketing for an event where we hosted two artisans from India to demonstrate embroidery work for the public
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Self Employed
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Cache Valley, Utah
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Private Math Tutor
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Aug 2009 - Dec 2012
• Build a network with math teachers all over Northern Utah to accumulate students • Set up a pricing structure to accommodate traveling to homes • Evaluate students’ needs, chart progress, report to parents, and organize activities to improve math skills • Two students enrolled in an honors math course the following year as a result • Build a network with math teachers all over Northern Utah to accumulate students • Set up a pricing structure to accommodate traveling to homes • Evaluate students’ needs, chart progress, report to parents, and organize activities to improve math skills • Two students enrolled in an honors math course the following year as a result
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Cache Valley School District
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Cache Valley, UT
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Resource Aide and Summer School Advisor
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Jan 2008 - Dec 2012
• Work cohesively with parents, teachers, and school administration to ensure the students’ success • Befriend struggling and poor-behavior students and assess their educational and personal needs • Create plans, goals, and incentives for success on an individual student basis • Work cohesively with parents, teachers, and school administration to ensure the students’ success • Befriend struggling and poor-behavior students and assess their educational and personal needs • Create plans, goals, and incentives for success on an individual student basis
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Go Global Business Study Abroad
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Chile, Brazil, and Peru
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Student Analyst
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May 2011 - Jun 2011
• Participated in international development program that analyzed small businesses applying for a loan • Presented on three different businesses to a group of investors after completing research on market trends, competition, and profitability • Interacted with various executives from different international companies in South America • Participated in international development program that analyzed small businesses applying for a loan • Presented on three different businesses to a group of investors after completing research on market trends, competition, and profitability • Interacted with various executives from different international companies in South America
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Education
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2010 - 2013
Utah State University
Bachelor of Arts (BA), International Business, and Economics -
2007 - 2010
Concurrent at Utah State University and Sky View High School
Associate of Science (AS)
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