Detail-oriented financial analyst recognized for strong analytical skills and risk management. Experience in evaluating credit worthiness with complex requests, committed to delivering accurate financial assessments and fostering team collaboration.
Overview
17
17
years of professional experience
Work History
Financial Analyst 2
Rabo AgriFinance
Cedar Falls, Iowa
06.2019 - Current
Analyzes financial statements, cash flows, and projections to evaluate credit worthiness.
Conducts detailed credit assessments to balance potential risks with effective mitigants.
Evaluates agricultural loan requests by applying analytical skills to align with risk appetite and policies.
Streamlines a new analyst underwriting process to deliver prompt and efficient client financing.
Leads internal and external deal team meetings to collect necessary financial data, ensuring informed and accurate credit decisions.
Prepares and administers credit packages and loan servicing actions for a wide range of credits in assigned portfolio.
Financial Analyst
US Bank NA
Ames, Iowa
05.2016 - 06.2019
Analyzed financial data to support agricultural and commercial lending decisions.
Cultivated strong relationships with a team to maintain high standards of work under demanding conditions.
Performed ENW and cash/tax analysis to determine credit worthiness.
Provided training and mentorship to junior analysts on best practices.
Personal Banker
Wells Fargo
Ames, Iowa
11.2008 - 06.2016
Processed account openings and closings for personal and business accounts.
Conducted financial needs assessments for personalized banking solutions.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.