Christian Adams
Finance
Troy,NY
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
4
4
years of professional experience
Work History
Operations Analyst
Goldman Sachs Ayco Personal Financial Management
11.2020 - Current
- Coordinated and executed multiple team-specific tasks on a daily basis, ensuring timely completion and high-quality results.
- Reviewed then approved pending client requests, verifying that all authorizations and supporting documentation were accurate and complete in compliance with industry policies and regulations.
- Collaborated with advising teams as well as business units to troubleshoot and resolve ongoing issues, providing expert guidance and insights to optimize operational efficiency and client satisfaction.
Loan Processor
HW Staffing
08.2020 - 11.2020
- Obtained necessary documentation from loan applicants in strict adherence to lender requirements, verifying accuracy and completeness to enable timely loan processing.
- Coordinated with attorneys, realtors, appraisal management, title companies, and county clerk offices to obtain all required information and documentation for loan applicants, reducing delays and facilitating timely loan processing.
- Submitted all collected documentation to Underwriters and Account Managers, efficiently identifying and addressing any missing or inaccurate information to streamline the loan approval process and ensure strict compliance with lender policies and regulations.
Commercial Credit Analyst Intern
Berkshire Bank
02.2020 - 03.2020
- Analyzed loan portfolios regularly, proactively identifying and addressing potential issues to minimize risk and maximize profitability.
- Exhibited a thorough grasp of loan structuring, legal and documentation issues, and credit policy and procedures, utilizing this knowledge to optimize loan transactions and enhance risk management strategies.
Finance Intern
North Eastern Retail Lumber Association
09.2019 - 12.2019
- Conducted accurate data entry of accounts payable and receivable transactions, ensuring timely and error-free processing of financial data.
- Generated detailed expense reports, providing valuable insights and recommendations to support effective budget management and cost optimization.
- Conducted monthly account reconciliations for accounts, identifying and resolving discrepancies and ensuring accurate and up-to-date financial reporting.
- Supported monthly financial statement preparation by performing detailed data analysis, generating key performance metrics and insights.
Education
Bachelor of Science - Business Administration
12.2019
Skills
- Microsoft Excel
- PowerPoint
- QuickBooks
- Critical thinking
- Communications management
- Database Management
Reading
A favorite hobby of mine is reading, specifically personal development books. I am always striving to learn something new.
Timeline
Operations Analyst - Goldman Sachs Ayco Personal Financial Management
11.2020 - Current
Loan Processor - HW Staffing
08.2020 - 11.2020
Commercial Credit Analyst Intern - Berkshire Bank
02.2020 - 03.2020
Finance Intern - North Eastern Retail Lumber Association
09.2019 - 12.2019
Sage College of Albany, Sage Colleges - Bachelor of Science, Business Administration
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