Established tailored pet care services to meet diverse client needs.
Managed scheduling and coordination of pet care appointments for efficiency.
Handled financial transactions with accuracy and accountability.
Mortgage Banking Intern
BayCoast Mortgage Company
Swansea, MA
06.2024 - 08.2025
Reviewed loan documentation to enhance credit analysis for underwriting decisions.
Generated daily mortgage rate sheets using Optimal Blue, ensuring accurate pricing.
Verified documentation to improve operational workflows and processing efficiency.
Investment Advisory Intern
Plimoth Investment Advisors
Swansea, MA
06.2023 - 08.2023
Developed equity and sector research presentations highlighting market trends and risk metrics for informed investment discussions.
Evaluated financial and market data to support strategic investment decision-making.
Analyzed portfolio performance and assessed asset allocation strategies to identify optimization opportunities.
Education
Bachelor of Science - Commerce and Business Administration, Finance
The University of Alabama - Culverhouse College of Business
Tuscaloosa, AL
12-2025
Skills
Loan underwriting
Mortgage market analysis
Credit analysis
Financial statement analysis
Risk evaluation
Portfolio management
Bloomberg terminal proficiency
Advanced Microsoft Excel
Client relationship
Leadership Experience
Pi Kappa Alpha - Member, 01/22-12/25, Participated in philanthropic initiatives and coordinated chapter events. Collaborated within a 100+ member organization to support operational and fundraising efforts.
Alabama Finance Association - Member, 01/23-12/24, Attended finance-focused workshops and networking events with industry professionals. Engaged in discussions covering capital markets, investment strategy, and macroeconomic trends.
Culverhouse Real Estate Society - Member, 01/23-12/24, Attended real estate-focused workshops and speaker events covering commercial property markets and investment analysis. Engaged with industry professionals to gain exposure to real estate finance, deal structuring, and market trends
Timeline
Founder
Independent Pet Care Services
10.2024 - 12.2025
Mortgage Banking Intern
BayCoast Mortgage Company
06.2024 - 08.2025
Investment Advisory Intern
Plimoth Investment Advisors
06.2023 - 08.2023
Bachelor of Science - Commerce and Business Administration, Finance
The University of Alabama - Culverhouse College of Business
Underwriter III – DE, SAR, FHLMC, FNMA (Remote) at Bayshore Mortgage Funding, LLCUnderwriter III – DE, SAR, FHLMC, FNMA (Remote) at Bayshore Mortgage Funding, LLC