Trevor Kauffman
Phoenix,AZ
Summary
Versatile Financial professional with knowledge in senior lending structures. Experience in designing tailored credit facility solutions for lower middle market clients in a wide variety of industries. Committed to servicing clients, building relationships, and generating company growth.
Overview
3
3
years of professional experience
Work History
Credit Analyst
Bridge Bank
06.2022 - Current
- Analyze collateral, financial statements, and creditworthiness of Borrowers to design optimal senior lending facilities.
- Proactively monitor credit risk and remain up-to-date on market trends.
- Developed underwriting models and Borrowing Bases to assist in the credit decision process.
Commerical Real Estate Intern
Western Alliance Bank
05.2021 - 08.2021
- Worked with residential builders and lot banking companies on deal structure and specialized financing needs
- Analyzed project costs and required funded debt, created models to assist the deal team in credit decisions
Summer Scholar
Hewlett Packard, HP
06.2020 - 07.2020
- Six-week virtual development webinar for select undergraduate university students.
- Series of interactive webinars led by executives from various departments such as data analytics, finance, and professional development
- Participated in a program-long business challenge with other scholars where final projects were presented to a panel of company executives
Education
Bachelor of Science - Business Management
University of Arizona
Tucson, AZ05.2022
Skills
- Customer Evaluation
- Portfolio Monitoring
- Underwriting
- Credit Reasoning
- Financial Statement Review
- Data Analysis
- Banking Regulations
- Regulatory Compliance and Documentation
- Teamwork and Positive Attitude
Timeline
Credit Analyst
Bridge Bank
06.2022 - Current
Commerical Real Estate Intern
Western Alliance Bank
05.2021 - 08.2021
Summer Scholar
Hewlett Packard, HP
06.2020 - 07.2020
Bachelor of Science - Business Management
University of Arizona
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