Erick Pena
Philadelaphia,Pennsylvania
Summary
Recent finance graduate with a solid foundation in finance principles and a proven track record in corporate banking. My international experience has honed my cross-cultural communication skills and allowed me to adapt seamlessly to diverse environments. Demonstrating a strong work ethic and a passion for financial management, I am eager to contribute my expertise to drive success in the finance industry.
Overview
1
1
year of professional experience
Work History
Credit Analyst
TD Bank
06.2023 - Current
- Reviewed credit applications to determine best loan structure.
Corporate Banking Analyst
Citi Bank
08.2022 - 06.2023
- Assessed loan decision activities to remain compliant with regulations and Citi's policies
- Established new accounts and conducted periodic account reviews
- Accurately projecting financial data.
Vicepresident
COPARMEX CDMX Jóvenes
05.2022 - 06.2023
- Bilateral Relations USA-MEX
- Collaborated with CEOs and CFOs from Mexico's most important companies.
Summer Analyst Intern
TD Bank
06.2022 - 08.2022
- Conducted credit reviews on corporations to assess financial conditions.
- Assessed credit risk and analyzed financial statements.
- Monitored credit accounts routinely to identify and mitigate issues and prevent losses.
Education
Bachelor of Science - Finance and Business Administration
Universidad Panamericana
México City, México12.2022
Skills
- Financial Modeling
- Business Analysis
- Microsoft Office Specialist: Office Excel 2016
- CFA Level 1, Candidate
- Teamwork
- Bi-lingual
Additional Information
Nationality: USA, Mexico
Languages
Native English
Native Spanish
Timeline
Credit Analyst
TD Bank
06.2023 - Current
Corporate Banking Analyst
Citi Bank
08.2022 - 06.2023
Summer Analyst Intern
TD Bank
06.2022 - 08.2022
Vicepresident
COPARMEX CDMX Jóvenes
05.2022 - 06.2023
Bachelor of Science - Finance and Business Administration
Universidad Panamericana
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