Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bailey Cooper

Lee's Summit,MO

Summary

Dynamic finance professional with extensive experience at Trimont, excelling in asset management and financial modeling. Proven track record in contract negotiation and risk assessment, enhancing portfolio performance. Adept at building strong client relationships and delivering insightful market research, consistently driving strategic decisions and achieving organizational goals.

Overview

6
6
years of professional experience

Work History

Senior Associate - Credit Solutions

Trimont
Overland Park, KS
09.2024 - Current
  • Developed and implemented asset management strategy for assigned portfolio, adhering to business plans and timelines.
  • Conducted correspondence and negotiations with borrowers, guarantors, and representatives.
  • Completed internal and external reports to support effective portfolio management..
  • Monitored performance of third-party vendors and subcontractors to ensure compliance.
  • Assisted in financial analysis preparation for management and disposition strategies.

Associate - Underwriting

Trimont
Overland Park, KS
10.2021 - 09.2024
  • Re-underwrote real estate assets quarterly, updating valuations and cash flows with asset managers.
  • Conducted market research and Argus analysis to support asset underwriting and risk assessment.
  • Built and enhanced Excel models for debt/equity investments, incorporating waterfalls and sale assumptions.
  • Presented valuation findings and recommendations to internal and client teams.

Retail Branch Associate

CommunityAmerica Credit Union
Blue Springs, MO
08.2019 - 07.2020
  • Executed financial transactions accurately and efficiently, enhancing account security and reducing account discrepancies
  • Consistently exceeded monthly sales targets by 15%, aligning product offerings with customer needs and enhancing overall revenue growth.

Education

Master's - Business Administration

University of Central Missouri
05.2021

Bachelor of Science - Finance

University of Central Missouri
12.2019

Skills

  • Asset management
  • Financial modeling and valuation
  • Risk assessment
  • Market research
  • Customer relationship management
  • Proficient in Microsoft Office Suite
  • Performance monitoring
  • Argus Enterprise and Argus DCF

Timeline

Senior Associate - Credit Solutions

Trimont
09.2024 - Current

Associate - Underwriting

Trimont
10.2021 - 09.2024

Retail Branch Associate

CommunityAmerica Credit Union
08.2019 - 07.2020

Master's - Business Administration

University of Central Missouri

Bachelor of Science - Finance

University of Central Missouri