Experience

Schon Tepler Group
• United States
• Real Estate
• 1 - 100 Employee
• Acquisition Associate

  • Nov 2020 - Present


CoreVest Finance

• United States
• Financial Services
• 100 - 200 Employee

• Capital Markets Analyst

  • Jan 2020 - May 2020

  • Developed a new process to build financial models that analyze and show potential internal and external returns for various financial products and structures, resulting in a system that saved time and money.• Generate customer lead reports to determine new customer trends and recommend optimized outreach strategies• Provide strategic support to the treasury team regarding capital markets initiatives impacting the firm's liquidity on a daily basis• Pledging long term investment loans on a warehouse line (Morgan Stanley) in order to securitize loans for investors to buy Fitch and Moody rated mortgage bonds• Performing diligence, valuations and building models to analyze opportunities and prepare presentations to analyze financial strategies and business performance. Show less

• Sales and Credit Analyst

  • Aug 2019 - Jan 2020

  • Manage high net-worth loans (+$5 million) from initial customer engagement through credit funding, totaling $130.2 million in transactions• Analyze real estate market data on direct borrowers and investors to create executive strategy briefs for home investment opportunities• Generate customer lead reports to determine new customer trends and recommend optimized outreach strategies• Worked on team of underwriters composing and structuring loans that are complex in leverages/economics while staying within constraints of warehouse lines• Structure new campaigns for conferences that would sift new borrowers and brokers into our prospect list bringing on an average 175 acquisition of clients every conference• Generate new deal tracker for all loans above $1.5 million utilizing pivot tables to categorize loans based on complexity and loan structure as well as record patterns from previous deals Show less

• Intern

  • Jun 2019 - Aug 2019

  • Cold called on average 100 potential customers a day• Worked on property data tapes for over 1,000 properties that would advise sales team whether a loan is viable• Created a letter of interest convertor from Excel to Word that would save Sales Advisors time without the need for reformatting and editing to save on average 15 minutes for each deal originated that was sent to borrowers• Created and managed spreadsheet that would tally number of submissions that was inputted in our loan monitoring system every week Show less



Habitat for Humanity

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Volunteer

  • Jun 2013 - Sep 2014

  • Passionate about building homes for in-need families through community volunteerism • Assisted lead volunteers in selecting materials and installing wood framing for three-unit project site • Helped install wall electrical units requiring organization and focus of corresponding circuits and wires • Ensured project safety by removing rubble and debris from the construction sight • Passionate about building homes for in-need families through community volunteerism • Assisted lead volunteers in selecting materials and installing wood framing for three-unit project site • Helped install wall electrical units requiring organization and focus of corresponding circuits and wires • Ensured project safety by removing rubble and debris from the construction sight