Isabella Siegrist
Los Angeles,CA
Overview
5
5
years of professional experience
1
1
Certification
Work History
Prescreen Analyst
Newmark
Los Angeles, CA
06.2025 - Current
- Underwrote multifamily real estate transactions averaging $20M+, ensuring compliance with Fannie Mae and Freddie Mac guidelines
- Built and maintained financial models to evaluate cash flow, valuation, and transaction feasibility
- Prepared detailed underwriting and asset briefs incorporating financial performance, market conditions, and risk factors
- Conducted market and demographic research, including rent and sales comps and supply–demand analysis
- Coordinated with appraisers, brokers, and internal teams to obtain BOVs, appraisals, and required diligence materials
- Scheduled and attended property site inspections, supporting asset evaluation and underwriting accuracy
Debt Vertical Analyst
Sundance Bay
Salt Lake City, UT
05.2024 - 08.2024
- Collaborated with the team to analyze financial statements and conduct underwriting for multifamily and residential projects, primarily focusing on construction loans exceeding $10M.
- Helped prepare comprehensive credit presentations detailing investment opportunities and risk assessments for review by the loan committee
- Listened in on client calls, observed key discussions, and took detailed notes to capture important insights and ensure effective follow-up on critical points
Store Cashier
Reborn Coffee
Newport Beach, CA
04.2021 - 08.2023
- Built strong customer relationships through daily communication, consistently delivering a high-quality service experience.
- Managed pastry inventory and restocking operations while efficiently serving an average of 40 customers per shift.
Education
Bachelor of Science - Finance
University of Tennessee, Knoxville – Haslam School of Business
Knoxville, Tennessee05.2025
INVOLVEMENT
- Excel Modeling Club: Practiced advanced Excel shortcuts to improve efficiency, speed, and accuracy in building financial models.
- Women in Finance Club: Engaged in professional networking and mentorship opportunities, connecting with industry professionals and alumni while attending guest speaker events focused on advancing women in finance.
- Phi Mu Sorority: Contributed to philanthropic initiatives raising over $100,000 annually for East Tennessee Children’s Hospital through planning and executing large-scale fundraising events.
- Heath Integrated Business & Engineering Program: Selected for a competitive interdisciplinary cohort of 20 business and engineering students collaborating on cross-functional, project-based initiatives integrating technical and business strategy skills.
Certification
- Skills: Detail Oriented, Market Research, Due Diligence, Financial Statement Analysis, Analytical Skills, Excel Proficiency, Continuous Improvement, PowerPoint, Team Collaboration
- Certifications & Training: Wall Street Prep DCF & Financial Statement Modeling, Wall Street Prep Analyzing Financial Reports, Bloomberg Acknowledgement in Equities, Fixed Income, Commodities, Forex
- Interests: Volunteering at animal shelters, Surfing, Culinary Enthusiast, Trail Explorer, Personal Investing
Timeline
Prescreen Analyst
Newmark
06.2025 - Current
Debt Vertical Analyst
Sundance Bay
05.2024 - 08.2024
Store Cashier
Reborn Coffee
04.2021 - 08.2023
Bachelor of Science - Finance
University of Tennessee, Knoxville – Haslam School of Business