Experience

Steele Properties LLC

• United States
• Real Estate
• 1 - 100 Employee

• • Jan 2023 - Present

• • Jan 2022 - Present

• • Mar 2019 - Apr 2022

• • Jan 2018 - Mar 2019

• • Jan 2017 - Dec 2017

• • Aug 2015 - Dec 2016



AMG National Trust Bank

• Credit Analyst

  • May 2013 - Aug 2015

  • Spreading Financial Statements: Entered financial statement and tax return information for Loan Officers and Senior Analysts into the Banks spread program, Financial Tools, averaging 10 or more borrowers monthly. • Financial Analysis and Prepared loan request presentations: Completed three to four credit presentations for new loan requests monthly including borrower's company financial statement and tax return analysis, financial spreads and ratios. Structured loan request terms, analysis of real estate projects, which included both residential and commercial construction projects. • Annual Reviews: Performed an average of twelve annual reviews per month involving updating the financial statements and tax returns to determine the financial condition of borrowing entities including financial spreads trend analysis of businesses, real estate projects and individual borrowers to ensure that there had been no financial deterioration of the borrowers or their ability to repay Bank loans. • Covenant Compliance Checks: Reviewed specific financial information of several borrowing entities each month to determine compliance with preset loan covenants and prepared written reports for the Bank's Credit Officer. • Scanning and Imaging: Responsible for scanning documents and reports in to the Loan Imaging System and setting up ticklers for various documents, reports, annual reviews and other credit administration tasks. • Preparing Loan Reports: Prepared Loan reports daily as needed including loan exception reports, past due loan reports and results. Show less