Experience

Eclipse Business Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • May 2022 - Present



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Commercial Banking Associate - Dealer Finance

  • Jun 2021 - May 2022

  •Responsible for performing routine credit analysis for portfolio companies including assessing client risk ratings, monitoring industry trends, calculating covenant compliance, underwriting annual reviews, and completing due diligence on potential product expansions.•Responsible for completing rigorous analysis on potential new clients including formulating capital structure, evaluating key risks and mitigants, crafting financial covenants, analyzing financial statements, assessing cash flow and debt service, determining risk ratings, and ensuring compliance with legal counsel.•Prepare final credit approval packages for senior team members and credit executives to review. Help to facilitate loan closings with product specialists once formal approval is given. Show less

• Commercial Banking Analyst - Dealer Finance

  • Aug 2018 - Jun 2021

  •Analyst in the Dealer Finance group that specializes in providing automotive groups nationwide with a full suite of lending solutions including inventory floorplan financing, acquisition debt, CRE facilities, construction loans, working capital facilities, and TPS products. •Personally manage a client portfolio diverse in Borrower credit profiles, locations, and products. •Receive credit qualification after consistent performance and demonstration of understanding core credit underwriting principals. Show less



Polaris Inc.

• United States
• Manufacturing
• 700 & Above Employee

• Operations Finance Intern

  • May 2017 - Aug 2017