Jack Hildebrand
Raleigh,North Carolina
Summary
SBA Sales Assistant specializing in client relations and business development. Experienced in financial analysis and familiar with lead generation strategies necessary to excel in business development. Seeking a challenging developmental role with room for growth.
Overview
1
1
year of professional experience
1
1
Certification
Work History
SBA Sales Assistant
Dogwood State Bank
Raleigh, North Carolina
03.2024 - Current
- Specialize in 7(a) Loans primarily business acquisitions ranging from 500m to 5mm
- Assist in document collection and client relations
- Assess creditworthiness of clients as well as analyze debt service coverage to determine the viability of the loan
- Extensive experience in analyzing individual and business tax returns & transcripts.
SBA Underwriting Intern
Dogwood State Bank
Raleigh, North Carolina
01.2024 - 03.2024
- Review financial documents for creditworthiness and collect insurance documents for our clients
- Provide management, operations, industry and competitive analysis in the credit memo for new loans
- Pull credit reports on potential new customers and assist in decisions regarding the viability of the loan.
Summer Credit Analysis Intern
Dogwood State Bank
Raleigh, North Carolina
- Credit analysis with respect to proposed commercial loans as well as annual loan reviews for existing loans
- Analyzing tax returns, audits, and internal statements for risk grading purposes regarding new loans
- Worked with the intern team for insurance collection and our Relationship Management Application compliance projects.
Summer Intern
First Bank
Southern Pines, North Carolina
- Assisting customers with financial transactions
- Cross training exposure with other bank positions including credit analysis and business
- Identified needs for new and existing customers
- Responsible for assisting in internal controls for daily cash handling.
Education
Bachelor of Arts, Economics - Economics
North Carolina State University
Raleigh, North Carolina12.2023
Skills
- Lead Generation
- Financial Analysis
- Industry Trend Analysis
- File documentation
- Client management
- Analytical Skills
- Oral communication
- Microsoft Excel
- Microsoft Word
- JackHenry Proficient
- SPARK Proficient
- Horizon XE Proficient
Awards
- North Carolina State University: Deans Honor List: Fall 2020, Spring 2023.
- Sigma Phi Epsilon Fraternity: Participated and raised $10,000 for the Gallant Few, a Veteran Relief Charity.
- University of South Carolina: Deans Honor List: Fall 2019 and Spring 2020.
Certification
- SBA Essentials Certificate - Shatterbox
Timeline
SBA Sales Assistant
Dogwood State Bank
03.2024 - Current
SBA Underwriting Intern
Dogwood State Bank
01.2024 - 03.2024
Summer Credit Analysis Intern
Dogwood State Bank
Summer Intern
First Bank
Bachelor of Arts, Economics - Economics
North Carolina State University
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