Benjamin Tondre
San Antonio,,TX
Overview
7
7
years of professional experience
1
1
Certification
Work History
Credit Analyst
International Bank of Commerce
San Antonio, TX
08.2022 - Current
- Manage all aspects of a portfolio worth more than $400,000,000 by executing covenant tests, performing maintenance, and underwriting new loans or renewals
- Underwrote more than $150,000,000 of complex loans with efficiency and accuracy
- Developed a reputation among multiple clients to be the first contact point as an analyst by expressing coherent and timely responses
- Conduct loan reviews on the largest loans to identify risks and present these to the credit committee
- Analyze financial statements and the company's structure to determine the creditworthiness of clients
- Created a systematic method of valuing real estate for the credit department by using an Excel model with advanced formulas, which cut work time by an average of 2 hours per valuation
Investment Professional
JP Morgan Chase
San Antonio, TX
11.2021 - 07.2022
- Provided exceptional customer service in response to any concerns or requests about client investment accounts
- Showed consistent growth every month according to JP Morgan's metrics to become recognized as a top performer in Texas
- Never received a negative report from clients in over 2,000 interactions
- Cultivated a strong rapport with customers to increase growth opportunities by referring business to all bank divisions
- Specialized in owning client's problems from start to finish
Project Manager
Integrated Communications Technologies
, TX
05.2017 - 11.2021
- Created project plans with established timelines, assigned to appropriate teams and managed workflow for over 700 construction jobs
- Install, troubleshoot, and test data equipment throughout the state of Texas to ensure customers' satisfaction
- Built and established strong partnerships with teams, vendors and contractors through excellent written and verbal communication
- Trained over 15 new employees to become effective workers
- Provided logistics and implemented new inventory systems to reduce shrinkage and over-buying of materials
Education
BBA - Business - Finance
University of Texas at San Antonio
San Antonio, TX05.2021
Certification
- Series 7 & 63 License
- Financial Statement & Cash Flow Analysis - Texas Bankers
- Real Estate Lending School - Texas Bankers
- Intermediate/Advanced Microsoft Word, Excel and Powerpoint skills
Timeline
Credit Analyst
International Bank of Commerce
08.2022 - Current
Investment Professional
JP Morgan Chase
11.2021 - 07.2022
Project Manager
Integrated Communications Technologies
05.2017 - 11.2021
BBA - Business - Finance
University of Texas at San Antonio