- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- Home: (555) 432-1000
- Cell:
- resumesample@example.com
Seeking a position in the finance or real estate industry where excellent analytical and technical skills can be utilized to improve the company's profitability and efficiency.
- Financial and operational reporting
- Budgeting and financial management
- Financial modeling
- Real estate development
| - Advanced financial analysis
- Strong interpersonal skills
- Customer-oriented
- High level of accuracy
|
Intern, 10/2017 to Current
Bankwest – Rapid City, SD,
- Answered clients' questions about the purposes and details of financial plans and strategies.
- Audited and documented all processes and procedures for the new accounts department.
- Targeted both offline and online consumers by designing a multi-pronged and comprehensive marketing strategy.
- Directed administrative functions for the directors, principals, consultants and key managers.
Fall Analyst, 07/2017 to 10/2017
General Electric – Midland, TX,
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Compiled a database of loan applicants' credit histories, corporate financial statements, and other financial information.
- Reviewed and edited loan agreements to ensure accuracy.
- Collected, maintained and updated financial loan databases of commercial loans.
Summer Analyst, 03/2017 to 07/2017
Bankwest – Selby, SD,
- Supported the capital finance team in securing debt for new investments and refinancing existing assets.
- Participated in all aspects of placing and closing debt capital market transactions.
- Areas of involvement included preparing finance offering memoranda with accuracy and attention to detail; reviewing legal documents; managing the due diligence process; and, coordinating with internal asset managers, investment officers, development teams and accountants as well as external 3rd parties.
- Researched and reviewed financial and market information.
- Participated in the planning, reporting and communications to investors and lenders.
Intern, 07/2016 to 11/2016
Stifel Financial Corp – City, STATE,
- Worked with clients to ensure proper accounting opening procedures and documentation.
- Provided account information to clients and Private Wealth Advisors and maintained key client relationships.
- Proactively resolved clients' issues and concerns.
- Learned the business and products to assist Private Wealth Advisors Clerical duties such as handling telephones, mailing, filing, and processing forms.
- Taking and placing customer orders in brokerage and advisory accounts.
- Comply with all industry rules and regulation and firm policies.
Bachelor of Science: Business Administration, Finance, Expected in 2018
University of the Pacific - Stockton, CA
GPA:
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