Tate Williams
Phoenix,AZ
Summary
Proficient credit analyst intern specializing in data organization and financial reporting. Successfully analyzed credit reports to assess borrower creditworthiness and collaborated with team members to evaluate loan applications. Eager to leverage analytical skills to drive informed decision-making in a dynamic financial environment.
Overview
1
1
year of professional experience
Work History
Credit Analyst Intern
Pinnacle Bank
Scottsdale, Arizona
03.2025 - 08.2025
- Analyzed credit reports to assess borrower creditworthiness and risk levels.
- Collaborated with team members to evaluate potential loan applicants thoroughly.
- Supported senior analysts by organizing data for credit assessments and reports.
- Reviewed client financial information to ensure compliance with lending policies.
- Participated in meetings to discuss credit risk strategies and recommendations.
- Analyzed customer data, such as payment histories, account balances and other related information to assess risk levels.
- Reviewed customer's debt-to-income ratios for accuracy before recommending a loan structure.
- Cold Called businesses to prospect new clients for a loan/LOC
Food Runner/Expeditor
Creek Patio Grill
Phoenix, Arizona
06.2024 - 03.2025
- Delivered food orders promptly to tables and ensured accurate presentations.
- Assisted servers with food and beverage service during busy shifts.
- Maintained cleanliness of dining area by clearing tables and resetting for new guests.
- Communicated effectively with kitchen staff to coordinate food timing and special requests.
- Organized and stocked supplies in designated areas to support smooth operations.
- Delivered food to guests in a timely manner while following safety protocols.
- Assisted in training new staff members on restaurant operations and procedures.
- Responded promptly to customer inquiries and requests for additional items or services.
- Checked all dishes before delivering them to ensure quality standards were met.
Education
High School Diploma -
Pinnacle Highschool
Phoenix, AZ05-2025
Skills
- Credit analysis
- Data organization
- Risk assessment
- Customer relationship management
- Financial reporting
- Effective communication
- Financial statement analysis
- Business valuation
- Accounting principles
Affiliations
- Working Out
- Running a stock portfolio
- Trading
- Playing Basketball
Timeline
Credit Analyst Intern
Pinnacle Bank
03.2025 - 08.2025
Food Runner/Expeditor
Creek Patio Grill
06.2024 - 03.2025
High School Diploma -
Pinnacle Highschool