Anthony Mendoza
JP Morgan Chase
Longomnt,CO
2
Languages
1
Certification
12
years of professional experience
Results-driven financial professional with a strong foundation in both construction operations and financial strategy. Holds a Bachelor of Science in Business Administration with a concentration in Finance, and brings six years of combined experience across construction, financial services, and small business management. Skilled in project budgeting, cost analysis, and financial operations, with hands-on insight into construction processes and team collaboration. Dedicated to promoting financial literacy and supporting data-driven decision-making that enhances project efficiency and profitability. Recognized for professionalism, precision, and a proactive approach to aligning financial goals with long-term business success.
Work History
Relationship Banker
2 Years 4 Months- Analyzed client financial profiles to recommend appropriate banking solutions, ensuring compliance with internal risk and credit policies.
- Supported branch revenue goals through effective relationship management, portfolio growth, and client retention.
- Prepared and reviewed financial documentation to maintain accuracy, compliance, and operational efficiency.
BOL to Financial Advisor
2 Years- Assisted in account management, documentation review, and compliance procedures within a regulated financial environment.
- Applied financial and market analysis to assess client needs and develop strategic recommendations under supervision.
- Strengthened understanding of financial operations, documentation workflows, and data-driven decision-making.
Pipe Technician / Construction Field Operations
6 Years- Collected and analyzed field data to evaluate material integrity and identify cost-saving solutions.
- Generated Excel-based reports to track performance trends, testing outcomes, and project efficiency metrics via Pivot Tables.
- Collaborated with engineers and supervisors to ensure accurate documentation and compliance with project standards.
- Applied hands-on construction skills to prepare sites, handle materials, and install piping systems safely and accurately according to specifications.
Foreman
10 Years- Managed job site operations, crew scheduling, and material use to ensure on-time, on-budget project delivery.
- Conducted cost tracking and inventory management to support project budgeting and financial forecasting.
- Coordinated safety compliance and workflow efficiency across multiple project sites.
- Oversaw and participated in construction and painting projects, managing crews, materials, and site operations to ensure safe, efficient, and on-budget completion.
Education
Bachelor of Science
- All AP Classes
- Varsity Soccer Captain
- Elementary Aide
- Violinist
- GPA: 4.0
Bachelor of Science - Business Administration with a Concentration in Finance
- Coursework: Financial Institutions & Markets, Managerial & Financial Accounting, Principles of Finance, Ethics in Business, Marketing Strategies, Sustainable Enterprise, Business Law
- GPA: 4.0
Skills
Financial Analysis & Reporting
Project Budgeting & Cost Control
Construction Operations Knowledge
Data Analytics
Financial Modeling & Excel (Advanced)
Power BI
QuickBooks
SQL
Sales Force
Financial Compliance
Documentation & Asset Management
Business Operations
Client Relations
Data Visualization & MS Office Suite
Time Management & Organization
Personal Information
Title: Financial Services
Certification
Securities Industry Essentials (SIE), FINRA Series 7, OSHA 10 Construction Safety, Colorado Life and Health Insurance Licensing, Forklift Certification
LANGUAGES
English (Native)
Spanish (Fluent)
Timeline
Relationship Banker
JP Morgan Chase
07.2024 - CurrentRead More
BOL to Financial Advisor
Edward Jones
06.2022 - 06.2024Read More
Pipe Technician / Construction Field Operations
PSI Labs
05.2016 - 05.2022Read More
Foreman
Jurado Best Painting & Construction
01.2015 - 01.2025Read More
Colorado State University
Bachelor of Science from Business Administration with a Concentration in Finance
Read More
Longmont High School
Bachelor of Science
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