Jacob Rosvall
Salt Lake City
Summary
Financial professional with experience supporting lending and portfolio decisions across a $5M+ book of member relationships through data-informed analysis and financial judgment. Background in economics with an MBA in progress, bringing strong analytical reasoning, scenario-based thinking, and cross-functional communication. Seeking a Financial Analyst role focused on budgeting, forecasting support, variance analysis, and strategic financial decision support.
Overview
5
5
years of professional experience
Work History
Senior Financial Service Representative
Mountain America Credit Union
Holladay, UT
01.2023 - Current
- Supported financial decision-making across a $5M+ portfolio of member relationships by analyzing cash flow, credit needs, and lending structures to recommend appropriate financial solutions.
- Evaluated loan, deposit, and credit product options by comparing rates, terms, and risk tradeoffs to align member outcomes with institutional profitability and risk guidelines.
- Interpreted interest-rate changes and pricing impacts to explain financial implications to members and inform internal referrals.
- Partnered cross-functionally with mortgage, investment, and business teams to support holistic financial planning and product placement decisions.
- Maintained high standards of data accuracy, documentation, and compliance, supporting reliable financial reporting and operational integrity.
Member Experience Officer
Mountain America Credit Union
Sandy, UT
01.2021 - 01.2023
- Analyzed member financial profiles during onboarding to assess cash flow, credit capacity, and product fit, supporting appropriate deposit, credit, and lending decisions.
- Reviewed account activity and product usage trends to support branch-level performance initiatives and targeted outreach efforts.
- Assisted with operational reporting accuracy by ensuring correct data entry, documentation, and compliance with internal controls.
- Supported daily branch operations by balancing service quality, regulatory requirements, and financial service delivery standards.
Education
Bachelor of Science - Economics
University of Utah
Salt Lake City, UT05-2025
Masters in Business Administration -
Western Governors University
Millcreek, UT01.2026
Skills
- Financial Analysis & Decision Support
- Analytical Evaluation of Financial Tradeoffs
- Assumption-Based Scenario Analysis
- Budgeting & Forecasting (Exposure & Support)
- Variance & Trend Analysis (Conceptual / Applied Exposure)
- Excel-Based Data Analysis (Intermediate)
- Financial Reporting Support & Data Accuracy
- Quantitative & Economic Reasoning
- Cross-Functional Communication
Websites
Accomplishments
- Recipient, Honesty & Integrity Award (Nov 2025) — Recognized by the CEO for ethical decision-making, accountability, and trust in client-facing financial responsibilities.
- $5M+ in Rescued Loans — Supported retention and restructuring of at-risk lending relationships through careful financial evaluation and solution alignment.
- Top 6 Performer Company-Wide — Ranked among top performers based on quality, consistency, and financial outcomes across member portfolios.
Timeline
Senior Financial Service Representative
Mountain America Credit Union
01.2023 - Current
Member Experience Officer
Mountain America Credit Union
01.2021 - 01.2023
Bachelor of Science - Economics
University of Utah
Masters in Business Administration -
Western Governors University