Max Lovell
Stephen,MN
Summary
Experienced banker with a diverse range of solutions tailored to meet individual needs. Skilled at making informed decisions and thinking outside the box, while maintaining a conservative approach to risk-taking. Demonstrated ability to drive sales and cultivate long-term customer relationships.
Overview
12
12
years of professional experience
Work History
Credit Technician
AgCountry Farm Credit Services
09.2022 - Current
- Assists and supports loan officers in gathering thorough and complete financial information from customers in a timely and efficient manner
- Coordinates with AgCountry Farm Accounting Specialists in collecting and inputting financial information where AgCountry is providing record services to the customer
- Analyzes gathered customer information and classifies assets and liabilities
- Assembles balance sheets and historical earnings statements, including market adjustments, accrual adjustments, debt schedules, and preliminary reconciliation
- Prepares projections, working capital deficiency, and capital and repayment analysis
- Conducts verification and other related tasks, as delegated, or directed by loan officer
- May upload financial documents into applicable systems
- This position may be the branch lead person in obtaining credit reports and chattel searches.
Personal Banker
KodaBank
07.2015 - 09.2022
- Evaluate the credit worthiness by processing loan applications and documentation within specified limits
- Interview the applicants to determine financial eligibility and feasibility of granting loans
- Determine all applicable rations and metrics and set up debt payment plans.
Account Merchandiser
Pepsi Beverage Company
05.2014 - 06.2015
- Responsible for product merchandising within large volume stores
- This includes stocking shelves, rotating shelved product, setting up displays, stocking and rotating products in coolers, organizing and rotating products in storage rooms, and moving products from storage to the sales floor
- This position interacts with personnel at the store location.
Teller
McIntosh County Bank
05.2012 - 12.2013
- Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers
- Promote and advise on the bank's products and services
- Opening and closing checking accounts, savings accounts, and certificates of deposits
- Managing the daily vault transactions.
Education
Bachelor of Business Administration in Marketing -
University of North Dakota
Grand Forks, ND01.2013
Timeline
Credit Technician
AgCountry Farm Credit Services
09.2022 - Current
Personal Banker
KodaBank
07.2015 - 09.2022
Account Merchandiser
Pepsi Beverage Company
05.2014 - 06.2015
Teller
McIntosh County Bank
05.2012 - 12.2013
Bachelor of Business Administration in Marketing -
University of North Dakota
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