An organized and dedicated individual that excels at examining and evaluating data, with strong communication and analytical skills seeking a finance position that would allow me to gain experience and hone my skills.
Overview
6
6
years of professional experience
Work History
Project Engineer - Purchasing/Scheduling
Lake Erie Electric
05.2023 - Current
Evaluate suppliers by considering price, quality, availability for current or future projects
Collaborate with suppliers to schedule delivery times and resolve shipping errors
Utilize EPO system to provide customer with best product
Utilize Microsoft Project to analyze ongoing/upcoming projects to assist Project Managers in determining in delays and project completion
Asset Manager
Bellwether Enterprise
03.2020 - 11.2022
Performed ongoing asset management and surveillance activities to identify, monitor, rate and mitigate the financial, credit, operational, physical, ownership and market risks impacting the multifamily properties collateralizing the portfolio assigned
Reviewed and analyzed quarterly property financial reports and submitted results to Lender
Conducted physical condition assessments and identified mitigation strategies for all deferred maintenance and life safety issues
Monitored Borrowers' compliance with the Loan Documents and mitigated risks by clearly communicating Document requirements.
Portfolio Analyst
Bellwether Enterprise
10.2018 - 03.2020
Reviewed property inspections and identified mitigation strategies for life safety/deferred maintenance items discovered
Analyzed and reviewed reserve withdrawal requests to reimburse Borrowers regarding eligible expenditures and recommend approvals to
Management
Collaborated with Borrower to ensure all post-closing responsibilities are progressing per loan agreement
Identified and monitored risk within portfolio and perform asset management tasks to ensure compliance is being met
Education
BBA - Finance, Minor in History And Information Systems
The University of Toledo
Toledo, OH
05-2018
Skills
Client relations
Asset management
Project forecasting
Analytical thinking
Technical Profile
Microsoft Office
Microsoft Excel
Organizational skills
Timeline
Project Engineer - Purchasing/Scheduling
Lake Erie Electric
05.2023 - Current
Asset Manager
Bellwether Enterprise
03.2020 - 11.2022
Portfolio Analyst
Bellwether Enterprise
10.2018 - 03.2020
BBA - Finance, Minor in History And Information Systems