DocuSign
BRIANNA HOFROCK
San Francisco,CA
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Summary
Commercial loan administrator with experience in venture capital, private equity, banking, portfolio management and client services. Strong knowledge of financial markets and commercial lending, looking to expand further into analytics. Communicative and team-oriented with proficiency in Salesforce and Microsoft Office products. Proven history of fostering dedication and determination to meet team, individual and management objectives with a passion for innovation.
Overview
4
4
years of professional experience
1
1
Certification
2
2
Languages
Work History
Loan Administrator II
First Republic Bank Now Part Of JPMorgan Chase
2022.01 - Current
- Constructed loan documents for VC/PE deals exceeding a hundred million dollars
- Conducted entity diligence, verifying the structure of firms through comprehensive analysis of LPAs, Operating Agreements, filed liens, government standings, etc
- Collaborated daily with analysts, booking and servicing teams, and both internal and external lawyers to create unique customer solutions
- Facilitated the integration of fund managers to online platforms such as DocuSign
Financial Advisor
Merrill Lynch
2020.03 - 2022.01
- Developed wealth analysis models, tailoring personalized portfolios for a diverse client base
- Analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with the highest return on investments
- Worked with clients to support understanding of rationale and details of financial strategies.
- Determined the creditworthiness of small business clients, collecting and analyzing tax documentation as well as conducting one on one client outreach
Education
MBA - Data Analytics
Bellevue University
Online08.2026
Bachelor of Arts - Business Administration
University of Oregon
Eugene, OR05.2019
Skills
- 10+ years of customer service
- Literacy in financial markets & vehicles
- Commercial lending expertise
- Analytically driven
- Communication/collaboration
- Dedication
- Adaptability
- Attention to detail
Certification
- Notary Public Commission
- Series 7 License
- Series 66 License
Work Preference
Work Type
Full TimeWork Location
HybridRemoteImportant To Me
Company CultureWork-life balanceCareer advancementWork from home optionSoftware
Microsoft Office
Google Drive
Salesforce
Interests
Surfing
Dogs
Travel
Collecting classic literature
Coffee
Learning
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