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commercial real estate credit analyst resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary

Dedicated finance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Looking to bring further success to a team through excellent attention to detail and a desire to learn and grow professionally.

Skills
  • Conducting Financial Assessments
  • Assessing Risks
  • Financial Institution Regulations
  • Oral and Written Communications
  • Complex Problem-Solving
  • Financial Risk Monitoring
  • Regulatory Compliance and Documentation
  • Credit Risk Evaluation
  • Financial Statement Presentations
  • Underwriting Guidelines
  • Strategic Risk Management
  • CRM Systems
Work History
02/2021 to Current
Commercial Real Estate Credit Analyst Civista Bancshares, Inc. Beachwood, OH,
  • Successful completion of American Bankers Association Commercial Lending Course and Analyzing Financial Statements Course
  • Managed underwriting segment of Treasury Services for commercial clients
  • Increased revenue by determining if clients are eligible for limit increases after reviewing existing limits
  • Generated cash flow analysis and executed calculations of debt service
  • Worked on financial forecasting models and analyzed market trends
  • Effectively present information and respond to questions from diverse groups, including managers, customers, and members of the public
  • Executed credit submissions and present merits of credit request to upper management and executive teams
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Performed credit reviews on corporations to assess financial conditions
  • Serve on Finance and Community Outreach Committees for CREW NM
  • Serve as AREA (Albuquerque Regional Economic Alliance) Ambassador
02/2014 to 02/2021
Personal Banker II Enterprise Bank Olathe, KS,
  • Successful completion of Wells Fargo's 8-week licensing program to earn Series 6, 63 and 65 license along with NM Life Insurance Series 18-25 License
  • Nominated to serve in highly competitive Community Bank Banker Ambassador Program which allowed participation in confidential initiatives and provide feedback to executive teams
  • Served as Branch Manager to team of 12 employees and successfully engaged team with positive motivational techniques
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Successfully closed average of $75,000 loans per month
  • Collaborated with colleagues to present Teach Children to Save lessons at S.Y Jackson Elementary School
  • Helped clients plan for and fund retirements using annuities, mutual funds, and other options to manage, customize and diversify portfolio
  • Identified partnership opportunities and established favorable business connections
  • Examined customer loan applications for loan approvals and effectively mitigated loan denials
  • Completed filings and upheld strict compliance with regulatory agencies
06/2009 to 02/2014
Lead Teller Wells Fargo Bank City, STATE,
  • Nominated to serve in highly competitive Community Bank Teller Ambassador Program to develop critical thinking skills and gain in-depth knowledge of risk management.
  • 10- time Circle of Stars Award recipient for Leadership Excellence
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Mentored team members and provided feedback while leveraging performance management tools and processes
  • Crafted strategies with team of 10 to hit 90%+ customer experience
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
  • Coordinated and helped facilitate interviews
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
Education
Expected in 12/2022
Master of Business Administration (MBA): General Business Management
University of North Dakota - Grand Forks, ND
GPA:
  • Relevant Coursework: Strategic Supply Chain Management, Business Intelligence, Quantitative Analysis for Management Decisions, Econometrics, Financial Reporting and Decision Making, & Organizational Leadership and Ethics
Expected in 2012
Bachelor of Science: Sociology
University of New Mexico - Albuquerque, NM
GPA:
Skills
  • Conducting Financial Assessments
  • Assessing Risks
  • Financial Institution Regulations
  • Oral and Written Communications
  • Complex Problem-Solving
  • Financial Risk Monitoring
  • Regulatory Compliance and Documentation
  • Credit Risk Evaluation
  • Financial Statement Presentations
  • Underwriting Guidelines
  • Strategic Risk Management
  • CRM Systems
Work History
02/2021 to Current
Commercial Real Estate Credit Analyst
WaFd Bank Albuquerque, Mexico
  • Successful completion of American Bankers Association Commercial Lending Course and Analyzing Financial Statements Course
  • Managed underwriting segment of Treasury Services for commercial clients
  • Increased revenue by determining if clients are eligible for limit increases after reviewing existing limits
  • Generated cash flow analysis and executed calculations of debt service
  • Worked on financial forecasting models and analyzed market trends
  • Effectively present information and respond to questions from diverse groups, including managers, customers, and members of the public
  • Executed credit submissions and present merits of credit request to upper management and executive teams
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Performed credit reviews on corporations to assess financial conditions
  • Serve on Finance and Community Outreach Committees for CREW NM
  • Serve as AREA (Albuquerque Regional Economic Alliance) Ambassador
02/2014 to 02/2021
Personal Banker II
Wells Fargo Bank Albuquerque, Mexico
  • Successful completion of Wells Fargo's 8-week licensing program to earn Series 6, 63 and 65 license along with NM Life Insurance Series 18-25 License
  • Nominated to serve in highly competitive Community Bank Banker Ambassador Program which allowed participation in confidential initiatives and provide feedback to executive teams
  • Served as Branch Manager to team of 12 employees and successfully engaged team with positive motivational techniques
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Successfully closed average of $75,000 loans per month
  • Collaborated with colleagues to present Teach Children to Save lessons at S.Y Jackson Elementary School
  • Helped clients plan for and fund retirements using annuities, mutual funds, and other options to manage, customize and diversify portfolio
  • Identified partnership opportunities and established favorable business connections
  • Examined customer loan applications for loan approvals and effectively mitigated loan denials
  • Completed filings and upheld strict compliance with regulatory agencies
06/2009 to 02/2014
Lead Teller
Wells Fargo Bank Albuquerque, Mexico
  • Nominated to serve in highly competitive Community Bank Teller Ambassador Program to develop critical thinking skills and gain in-depth knowledge of risk management.
  • 10- time Circle of Stars Award recipient for Leadership Excellence
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Mentored team members and provided feedback while leveraging performance management tools and processes
  • Crafted strategies with team of 10 to hit 90%+ customer experience
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
  • Coordinated and helped facilitate interviews
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities

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Resume Overview

School Attended

  • University of North Dakota
  • University of New Mexico

Job Titles Held:

  • Commercial Real Estate Credit Analyst
  • Personal Banker II
  • Lead Teller

Degrees

  • Master of Business Administration (MBA)
  • Bachelor of Science

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