Breanna Katz
Birmingham
Summary
Experienced in financial analysis and reporting. Dedicated to ensuring accuracy and compliance in all aspects of work. Leveraging extensive knowledge of accounting software and financial regulations to streamline processes and optimize efficiency. Strong understanding of economic data analysis, budgeting, and underwriting, equipped to make informed decisions that drive financial success.
Overview
9
9
years of professional experience
Work History
Loan Specialist
Oakworth Capital Bank
10.2024 - Current
- Streamlined loan processing by implementing efficient workflow procedures and utilizing industry-specific software.
- Contributed to team goals by consistently surpassing individual performance targets related to loan processing volume, accuracy, and timeliness.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Credit Analyst
Alabama Ag Credit
07.2024 - 10.2024
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Assessed loan requests for accuracy, completeness and conformance with established lending guidelines.
- Analyzed customer payment histories to assess credit risk profiles.
Accountant
Alabama Ag Credit
05.2023 - 07.2024
- Prepared and analyzed financial reports, identifying trends and providing recommendations
- Prepared and analyzed monthly financial reports to track company performance
- Conducted internal audits to ensure compliance with financial regulations
Loan Operations Specialist
Alabama Ag Credit
01.2021 - 05.2023
- Strong attention to detail in maintaining loan files and updating system records diligently
- Conducted thorough reviews of loan agreements ensuring compliance with regulatory requirements
- Collaborated with team members to streamline processes and improve efficiency in auditing procedures
Loan Operations Specialist
Auburn Bank
01.2019 - 12.2020
- Reviewed and processed loan applications for accuracy and completeness
- Evaluated credit reports and financial information to determine eligibility for loans
- Ensured compliance with regulations and guidelines throughout loan processing
Loan Processor
Covington Credit
08.2016 - 12.2018
- Skilled in maintaining communication with clients and ensuring timely follow-up on outstanding items
- Experienced in working in a fast-paced environment and meeting strict deadlines
- Processed loan applications, ensuring accuracy and timely underwriting approval
Education
Master's Degree - Leadership Management
Troy University
03-2025
Bachelor's Degree - Global Business Accounting and Finance
Troy University
03-2023
Skills
- Accounting
- Account Reconciliation
- Auditing
- Banking
- Budgeting
- Data Entry
- Financial and Credit Reporting
- Risk and Credit Analysis
Timeline
Loan Specialist
Oakworth Capital Bank
10.2024 - Current
Credit Analyst
Alabama Ag Credit
07.2024 - 10.2024
Accountant
Alabama Ag Credit
05.2023 - 07.2024
Loan Operations Specialist
Alabama Ag Credit
01.2021 - 05.2023
Loan Operations Specialist
Auburn Bank
01.2019 - 12.2020
Loan Processor
Covington Credit
08.2016 - 12.2018
Bachelor's Degree - Global Business Accounting and Finance
Troy University
Master's Degree - Leadership Management
Troy University
Similar Profiles
Zahraa AlanbaryZahraa Alanbary
Contact Center Service Quality Control Senior Asso at National Bank Of Iraq (Capital Bank Group)Contact Center Service Quality Control Senior Asso at National Bank Of Iraq (Capital Bank Group)
Aseem MalikAseem Malik
Assistant Manager, Deputy Manager and Senior Accountant at Capital Small Finance Bank Ltd., HDFC Bank Ltd, EntityAssistant Manager, Deputy Manager and Senior Accountant at Capital Small Finance Bank Ltd., HDFC Bank Ltd, Entity
Amarjit MaikapAmarjit Maikap
Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)
Tarnya DavisTarnya Davis
Cleaner at Mitchells & ButlersCleaner at Mitchells & Butlers
Jordan WRIGHTJordan WRIGHT
Theatre Assistant at NHS-BirminghamTheatre Assistant at NHS-Birmingham