Highly motivated Analyst with a demonstrated
ability to thrive in a fast-paced and team orientated environment.
Focused on building positive, lasting relationships and committed to improving
and learning new topics and skills.
Values contribution of others
Perform effectively under pressure
Counterparty Credit Risk Analyst06/2014 to CurrentWells Fargo Securities, LLCCharlotte, NC
Responsible for the credit analysis, underwriting, due diligence, and portfolio administration of Investment Managers, Mutual Funds and Separately Managed Accounts within Wholesale Counterparty Credit Risk group.
Negotiate and analyze legal documents, including ISDAs, MRAs and MSFTAs.
Collaborate with multiple sales and trading desks to understand the business and risks being undertaken.
Perform ongoing monitoring and reporting of aggregate credit exposures and counterparty quality.
Developed, produced and enhanced credit risk underwriting templates for Regulated Entities portfolio.
Commerical Credit Analyst01/2013 to 06/2014Wells Fargo Bank, N.ACharlotte, NC
Analyzed and underwrote financial statements to support Regional Commercial and Corporate Banking Offices.
Prepared reports that included the degree of risk involved in lending money to Wholesale businesses.
Monitored affirmative credit agreement covenants by generating financial ratios to evaluate customer credit worthiness.
President and member of the Credit Department Engagement Committee
Bachelor of Science: Business Administration, AccountingMay 2012East Carolina UniversityGreenville, NCMember of Alpha Kappa Psi
Business Writing, Financial Analysis, Cash Flow Analysis, Sales and Trading, Capital Markets, Credit, Legal documentation, due diligence, Financial Modeling, ABF, Mentor, Problem-solving, Excel, PowerPoint, Word