Highly motivated and diligent professional with a proven track record in corporate, management, and retail roles. Known for efficiency, professionalism, and exceptional decision-making abilities. Strong communication skills enable effective collaboration and relationship-building. Committed to continuous learning and skill development to excel in the dynamic field of finance.
Overview
6
6
years of professional experience
Work History
Syndicated Loan Specialist, Special Services
S&P Global Market Intelligence
03.2023 - Current
Manage client solutions from inception to completion within specified timeframes.
Training new clients on product features and provide ongoing training as needed for existing clients.
Investigate and advise clients on potential processing efficiencies, redundancies and/or optimum use of data.
Ensure compliance with established procedures, project requirements, and service level agreements through audits.
Senior Syndicated Loan Analyst
03.2022 - 03.2023
Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth.
Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage.
Syndicated Loan Analyst
01.2021 - 03.2022
Accurately process daily activity, including new deal closings, restructures, and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by meticulously reviewing source documentation from agent banks
Responsible for reconciliations, balancing and publishing of cash ledgers, as well as issue research and resolution
Review system generated reports to ensure proper monitoring of the facilities and handle exception items
Intern
Mercedes-Benz Financial Services USA LLC
04.2018 - 08.2018
Orchestrated and ensured prompt delivery of over 600 specialized vehicle orders, meticulously coordinating logistics to meet customer timelines and expectations
Demonstrated a high level of professionalism and integrity by handling confidential information from 600+ customers with utmost care and adhering to strict confidentiality protocols
Efficiently collaborated with nationwide dealerships, effectively coordinating and streamlining vehicle deliveries to optimize customer satisfaction and dealership operations
Produced accurate and comprehensive inventory reports, showcasing key figures and insights to management on a weekly basis, facilitating informed decision-making and resource allocation
Education
BBA - Finance
University of North Texas
Denton, TX
12.2019
Skills
Problem Solving
Decision Making
Communication
Integrity
Critical Thinking
Adaptability
Timeline
Syndicated Loan Specialist, Special Services
S&P Global Market Intelligence
03.2023 - Current
Senior Syndicated Loan Analyst
03.2022 - 03.2023
Syndicated Loan Analyst
01.2021 - 03.2022
Intern
Mercedes-Benz Financial Services USA LLC
04.2018 - 08.2018
BBA - Finance
University of North Texas
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