Dylan Wertz
Philadelphia,PA
Summary
Trained Credit Analyst with the capability to develop methodologies that predict future risk behaviors and to analyze financial statements to determine current risks. Seeking an opportunity to bring further success to an organization through exemplary attention to detail, strong critical thinking and problem solving skills, and a background in customer service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Credit Analyst
First National Bank and Trust Company of Newtown
Newtown, PA
03.2025 - Current
- Evaluated financial statements to identify trends in borrower creditworthiness to create detailed analysis reports for management review.
- Completed annual reviews of current clients to ensure satisfactory financial positions of large borrowers.
- Collaborated with loan officers to gather necessary documentation for applications and to ensure compliance with policy and regulations.
Customer Service Specialist
First National Bank and Trust Company of Newtown
Newtown, Pennsylvania
11.2024 - 03.2025
- Opened new accounts for corporate clients and individuals, initiated wire transfers, and assumed the role of manager on duty during breaks and vacations.
- Assisted clients with applying for new loans and explained products and services offered to prospective new clients.
- Provided excellent customer support in person, over the phone, and via email while effectively using conflict resolution techniques.
Banking Representative
First National Bank and Trust Company of Newtown
Newtown, Pennsylvania
09.2023 - 11.2024
- Assisted customers with account inquiries and processing transactions.
- Managed daily settlement of vault, ATM, and change counting machines.
- Collaborated with team members to resolve customer issues promptly.
Education
Bachelor of Arts - Mathematics
Boston College
Chestnut Hill, MA05-2021
High School Diploma -
Central Bucks Highschool East
Bucks County05-2017
Skills
- Financial analysis
- Risk assessment
- Loan underwriting
- Credit evaluation
- Compliance management
- Customer relationship management
- Team collaboration
- Conflict resolution
- Attention to detail
- Problem solving
- Time management
- Banking operations
- Microsoft Excel, Word, Powerpoint
Accomplishments
- Dean's List - High Honors- Boston College Spring 2020
- Graduated Summa Cum Laude - Central Bucks East 2017
- Best Public Speaker - Central Bucks East Class of 2017
Certification
- Medallion Stamp Certified
Affiliations
- Retro Video Game Club President - Boston College 2020-2021
- Fighting Game Club President - Central Bucks East 2016-2017
- Central Bucks East Key Club - 120 Hours of Community Service 2016-2017
References
References available upon request.
Timeline
Credit Analyst
First National Bank and Trust Company of Newtown
03.2025 - Current
Customer Service Specialist
First National Bank and Trust Company of Newtown
11.2024 - 03.2025
Banking Representative
First National Bank and Trust Company of Newtown
09.2023 - 11.2024
Bachelor of Arts - Mathematics
Boston College
High School Diploma -
Central Bucks Highschool East
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