Quote
Summary
Overview
Work History
Education
Skills
Certification
Work Preference
Software
Interests
Generic
BRIANNA HOFROCK

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
01.2022 - 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
03.2020 - 01.2022
  • 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
Online
08.2026

Bachelor of Arts - Business Administration

University of Oregon
Eugene, OR
05.2019

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 Time

Work Location

HybridRemote

Important To Me

Company CultureWork-life balanceCareer advancementWork from home option

Software

DocuSign

Microsoft Office

Google Drive

Salesforce

Interests

Surfing

Dogs

Travel

Collecting classic literature

Coffee

Learning

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BRIANNA HOFROCK