Sam Lucchese
Greenville,SC
Summary
Analytical and strategic thinker with expertise in financial and investment analysis. Demonstrated ability to deliver projects accurately and on time, contributing to high productivity levels. Specialized in risk assessment and portfolio management, with a strong focus on clear communication and problem-solving. Adaptable in making complex financial concepts accessible to diverse audiences.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Credit Underwriter I
Toronto Dominion Bank
Greenville, SC
06.2023 - Current
- Managed an $100 million portfolio with approximately 80 borrowers, ensuring covenant compliance and risk mitigation.
- Conducted detailed underwriting of credit memos using nCino to analyze credit requests and financial conditions.
- Facilitated loan modifications and renewals to uphold positive client relationships and payment schedules.
- Performed quarterly Criticized Asset Reviews (CAR) to enhance engagement with distressed credits.
Benefits Advisor
Aflac
Raleigh, USA
05.2022 - 12.2022
- Generated $20K in revenue through door-to-door outreach and cold calling, increasing coworker productivity.
- Achieved recognition as Top Intern in Southeast Territory among 61 summer interns, excelling as top AP producer weeks 22-33.
- Trained new employees through role-playing and personal success tips, enhancing confidence in discussions with employers.
Education
Bachelor of Science - Business Administration, Finance
Darla Moore School of Business
Columbia, SC05.2024
Skills
- Financial writing
- Cash flow analysis
- Portfolio management
- Attention to detail
- Problem solving
- Collateral evaluation
Certification
NC Insurance License, Agent (Health, Accident, and Sickness)
Involvement
- UofSC Greenville Alumni Association
- TD Saturday Market & TD Tree Days
Leadership Experience
- Sigma Alpha Epsilon, Social Chair: Responsible for managing semester's budget and cashflow of $150,000, Coordination and planning of events such as entertainment, lodging, and selection of venues, Worked with the president, vice president and treasurer to make plan philanthropy event.
- 1st Annual Father Son Golf Tournament: Organized, Planned, & coordinated with sponsors & venue to ensure goals were met and the event was ran smoothly. All proceeds went to the Hayden Hurst Foundation which promotes mental health services to teens and adolescents
Timeline
Commercial Credit Underwriter I
Toronto Dominion Bank
06.2023 - Current
Benefits Advisor
Aflac
05.2022 - 12.2022
Bachelor of Science - Business Administration, Finance
Darla Moore School of Business