Jake C. Soto
Fort Lauderdale,FL
Summary
Ambitious young financial professional with experience in commercial credit analysis. Driven by a strong work ethic and excellent organizational skills in any setting. Detail-oriented and adept at collecting, analyzing, and synthesizing data from a variety of sources. Frequently praised as an adaptable and hard-working individual.
Overview
2
2
years of professional experience
Work History
Analyst- Commercial Middle Market LP
Fifth Third Bank
Fort Lauderdale, FL
06.2023 - Current
- Partner with Senior Regional Credit Managers to consolidate and analyze financial spreads by utilizing Moody's CreditLens.
- Perform the underwriting process by inputting information from the proposed term sheet, ensuring accurate assessment and smooth execution.
- Construct risk ratio analysis for high net-worth companies in accordance with regulatory guidelines, to assess and quantify potential risks.
- Organize in-depth research on industry trends to provide valuable insights and support Senior Relationship Managers make informed strategic decisions.
Credit Analyst
Fifth Third Bank
Fort Lauderdale, FL
05.2022 - 07.2022
- Developed a comprehensive understanding of financial ratios and spreads by utilizing Deal-Point RAROC
- Researched various affluent companies and presented findings to my team
- Computed and categorized prospect portfolios by utilizing Siebel Financial CRM and IRIS software systems
Education
MBA - Management Information Systems
Florida State University
Tallahassee, FL05-2026
Bachelor of Arts - Economics
University of Florida
Gainesville, FL05.2023
Skills
- Excellent written and verbal communication
- Exceptional interpersonal skills
- Interdisciplinary collaboration
- Microsoft Office
- Time management
- Active listener
- Critical thinking
- Proficient in [Siebel Financial Services CRM, CreditLens, nCino]
- R-Software: working knowledge
Affiliations
- UF Student Financial Group, Phi Theta Kappa Honor Society, Business Specialist Certificate, Division II baseball Scholarship, United Way, Feeding South Florida
Interests
- Financial Markets, Investing, Gators Sports, Golf, Community Service
Timeline
Analyst- Commercial Middle Market LP
Fifth Third Bank
06.2023 - Current
Credit Analyst
Fifth Third Bank
05.2022 - 07.2022
MBA - Management Information Systems
Florida State University
Bachelor of Arts - Economics
University of Florida