Evan Finch
Charleston,South Carolina
Summary
Finance graduate with hands-on experience in commercial and retail banking, supporting loan processing, financial analysis, and risk mitigation. Skilled in analyzing financial statements, identifying fraud risk, and building client relationships. Proven ability to work cross-functionally and deliver accurate, compliant financial solutions. Seeking to transition into a credit analyst, financial analyst, or commercial banking role.
Overview
5
5
years of professional experience
Work History
Retail Banker
TD Bank
06.2024 - Current
- Supported intake and processing of residential and commercial loan applications ranging from $50K to $2M, ensuring accuracy and compliance with regulatory standards
- Analyzed business financial statements, including profit & loss and cash flow reports, to support credit evaluations and lending decisions
- Identified and investigated suspicious account activity, contributing to fraud prevention and risk mitigation efforts
- Ensured all loan documentation met internal policies and regulatory requirements, reducing risk exposure
- Built and maintained relationships with small business and commercial clients through proactive outreach and account management
- Utilized Salesforce to identify client needs and recommend appropriate financial products and solutions
- Leveraged internal banking systems (including Fidelity platform) to conduct account research and support client security
Barista
Starbucks
06.2021 - 06.2024
- Delivered high-volume customer service in a fast-paced environment, maintaining accuracy and efficiency during peak hours
- Managed opening and closing operations, including cash handling and daily reporting
- Maintained inventory, stocked merchandise, and ensured compliance with health and safety standards
- Relevant Coursework: International Financial Management, Investment Analysis, Financial Management Systems, Advance Valuation and Corporate Finance
Education
Bachelor of Science - Finance
College of Charleston
Charleston, SC05.2024
Skills
- Proven leadership skills to assist teams in various departments
- Residential and Commercial Lending
- Financial research & analytics
- Extensive experience with Microsoft Office – Word, Excel, PowerPoint, Access
- Loss & Risk Mitigation
- Customer Relationship management
Timeline
Retail Banker
TD Bank
06.2024 - Current
Barista
Starbucks
06.2021 - 06.2024
Bachelor of Science - Finance
College of Charleston