Alex R. Orlandini
Bridgeville,USA
Summary
Professional with a strong background in retail and corporate lending, prepared to excel in this role. Skilled in risk analysis, compliance, and client relationship management, with keen ability to adapt to evolving needs. Effective communicator with strategic approach o problem-solving and process improvement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trust Associate, Structured Finance
Bank of New York Mellon
03.2022 - Current
- Applies expertise and judgment in providing quality and occasionally complex client service and support to internal and external clients
- Conducts independent analysis and policy interpretation for CLO and CDO accounts
- Responsible for reconciliations, including reconciling cash breaks, position differences, and compiling and analyzing data
- Investigates par and cash discrepancies within client accounts
- Provides product knowledge, market nuances and risk mitigation to the clients
- Make sure deals adhere to the indenture, assignment agreements, and credit agreements
Personal Banker
KeyBank
05.2020 - 02.2022
- Assist personal and business clientele through their financial journey
- Execute and assist clients with the home lending process
- Work with financial data to help provide maximum profit for businesses
- Mitigate risk while assisting with preparation of quarterly audit
Retail Banking Intern
KeyBank
05.2019 - 08.2019
- Complete sales calls and help clientele with potential banking opportunities
- Learn and follow consumer compliance requirements for retail lending
Education
Master of Business Administration -
Waynesburg University
Waynesburg, PA12.2021
Bachelor of Science - Finance
Waynesburg University
Waynesburg, PA05.2020
Skills
- Microsoft Word
- PowerPoint
- Excel
- Tableau
- SPSS
- Oracle
- Leadership
- Risk Mitigation
- Financial Analysis
- Policy Interpretaion
Certification
- Bloomberg Market Concepts
- Currently working on: Financial Modeling Valuation Analyst (FMVA)
Activities
- Division III University Golf Team (2016 - 2020) Captain (2017-2020)
- University Business Club (2017 - 2020)
- University Investment Club (2018 - 2020)
- VITA, Volunteer Taxes (2019)
Timeline
Trust Associate, Structured Finance
Bank of New York Mellon
03.2022 - Current
Personal Banker
KeyBank
05.2020 - 02.2022
Retail Banking Intern
KeyBank
05.2019 - 08.2019
- Bloomberg Market Concepts
- Currently working on: Financial Modeling Valuation Analyst (FMVA)
Master of Business Administration -
Waynesburg University
Bachelor of Science - Finance
Waynesburg University
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