Summary
Overview
Work History
Education
Skills
Timeline
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Tru Wells

San Diego,CA

Summary

Driven Senior Credit Analyst with experience in financial statement review, portfolio management, financial spreading, and covenant testing. Eager to learn, grow, and take on increased responsibility.

Overview

6
6
years of professional experience

Work History

Senior Credit Analyst

Torrey Pines Bank
06.2023 - Current
  • Promoted to Senior Credit Analyst within 18 months due to strong performance and fulfilling expectations within group.

Credit Analyst

Torrey Pines Bank
01.2022 - 06.2023
  • Developed analytical skills to review financial statements to evaluate the performance and risk of existing and potential borrowers.
  • Performed financial spreading and covenant testing to monitor customer relationships with the bank.
  • Managed PRM Program to monitor and track a sizeable portfolio of loans up to $1 million.

Accounting Assistant

Pavement Engineering, Inc.
07.2018 - 12.2021
  • Assist with accounts receivable collections
  • Process weekly invoices into accounts payable
  • Assist in monthly bank reconciliations
  • Assist in weekly payroll
  • Calculate and record employee paid leave

Education

Bachelor of Science - Economics

California Polytechnic State University
San Luis Obispo, CA
06.2021

Skills

  • Microsoft Applications
  • CreditLens
  • Bukers
  • Adobe Acrobat
  • FCM
  • IBS
  • Baker Hill

Timeline

Senior Credit Analyst

Torrey Pines Bank
06.2023 - Current

Credit Analyst

Torrey Pines Bank
01.2022 - 06.2023

Accounting Assistant

Pavement Engineering, Inc.
07.2018 - 12.2021

Bachelor of Science - Economics

California Polytechnic State University

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Tru Wells