Associate

• Dec 2022 - Present

Associate

• Dec 2022 - Present

Commercial Real Estate Analyst

• May 2022 - Dec 2022

Small Business Portfolio Manager II

• Apr 2021 - May 2022

Asst. Portfolio Manager

• Mar 2021 - Apr 2021

Manage a real estate loan portfolio, keeping loan files up-to-date with all needed financials, tax returns, and other applicable documentation.Have underwritten approximately $100 million in real estate loans and approximately $15 million in C&I loans.Assist in communication with borrowers to negotiate loan terms, generate loan opportunities, and secure deposits.

Credit Analyst

• Mar 2018 - Mar 2021

Manage a real estate loan portfolio, keeping loan files up-to-date with all needed financials, tax returns, and other applicable documentation.Have underwritten approximately $100 million in real estate loans and approximately $15 million in C&I loans.Assist in communication with borrowers to negotiate loan terms, generate loan opportunities, and secure deposits.

Credit Analyst

• Sep 2016 - Oct 2017

Performed and interpreted weekly concentration reports for the vice president to present to the board of directors. Created analysis spreads and loan memorandums, based on financials and tax returns, making sure that underwriting was thorough and accurate. Assessed creditworthiness of applicants based on investigative findings and research. Performed and interpreted weekly concentration reports for the vice president to present to the board of directors. Created analysis spreads and loan memorandums, based on financials and tax returns, making sure that underwriting was thorough and accurate. Assessed creditworthiness of applicants based on investigative findings and research.

Fleet Manager

• Oct 2015 - Jun 2016

Managed hundreds of drivers every day to make sure their personal and professional needs were met, while also making sure customers' products were picked up and delivered on-time. Coordinated communication between load planners and customer service managers to update them on driver locations, availability, delays, breakdowns, and home-time requests. Professionally coached over-the-road truck drivers to make sure they understood Werner's expectations, were happy to be part of the Werner team, and were set up for success. Helped drivers plan their trips to assure they utilized only legal hours of service and stayed within all Department of Transportation (DOT) regulations while making sure that they strategized how to make on-time pick-ups and deliveries. Show less

Logistics Account Executive

• Jun 2014 - Apr 2015

Cold called prospective clients across the United States in order to help their companies move full truckload shipments nationwide. Composed follow-up emails and phone calls to hundreds of potential clients on a weekly basis. Negotiated truckload shipping costs to truck drivers and clients on a daily basis. Offered professional logistics advice to clients and potential clients to help improve their methods of moving truckload shipments. Cold called prospective clients across the United States in order to help their companies move full truckload shipments nationwide. Composed follow-up emails and phone calls to hundreds of potential clients on a weekly basis. Negotiated truckload shipping costs to truck drivers and clients on a daily basis. Offered professional logistics advice to clients and potential clients to help improve their methods of moving truckload shipments.

Sales Associate Intern

• May 2013 - Aug 2013

Created spreadsheets to organize data collected through database research on community college contacts. Cold called researched contacts to explain their need to invest in LifeBound’s student success resources. Composed meaningful follow-up emails and phone calls in order to complete daily business transactions. Directed weekly sales meetings to collaborate about possible sales opportunities. Created spreadsheets to organize data collected through database research on community college contacts. Cold called researched contacts to explain their need to invest in LifeBound’s student success resources. Composed meaningful follow-up emails and phone calls in order to complete daily business transactions. Directed weekly sales meetings to collaborate about possible sales opportunities.

Retail Associate

• Jun 2012 - Aug 2012

Thrived in commission-based environment by helping as many customers as possible with efficiency. Exceeded daily sales expectations by showing customers the wide selection of available products within Nordstrom. Displayed customer service by greeting every customer, presenting professional stylistic advice, shaking every customer’s hand after completing sales, and offering business cards. Thrived in commission-based environment by helping as many customers as possible with efficiency. Exceeded daily sales expectations by showing customers the wide selection of available products within Nordstrom. Displayed customer service by greeting every customer, presenting professional stylistic advice, shaking every customer’s hand after completing sales, and offering business cards.

Real Estate Salesman

• May 2011 - Aug 2011

Succeeded in competitive real estate market by displaying knowledge of areas where Transmark Company’s properties were available. Used an online commercial real estate database of companies to review their current locations and explained why the location Transmark Company offered made sense for them. Cold called real estate tenants and explained why they should rent one of the properties we were leasing. Succeeded in competitive real estate market by displaying knowledge of areas where Transmark Company’s properties were available. Used an online commercial real estate database of companies to review their current locations and explained why the location Transmark Company offered made sense for them. Cold called real estate tenants and explained why they should rent one of the properties we were leasing.