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Work Background
TDCredit Portfolio Manager I
Jan. 2023Miami-Fort Lauderdale Area
Ocean BankCredit Officer
Mar. 2021 - Dec. 2022Miami, Florida, United States
Grove Bank & TrustSenior Credit Analyst
May. 2020 - Mar. 2021Miami, Florida, United States
TerrabankCredit Analyst Officer
Mar. 2018 - May. 2020Miami/Fort Lauderdale AreaAnalyzing financial statements, ratios, industry research, and due diligence information on current and potential borrowers to determine the degree of risk involved in extending credit or lending money Creating reports for the use in decision-making on commercial, residential, SBA, line of credit loan requests ranging from $25M to $5MM for senior management and approval board Monitoring client financials, collateral, loan covenants and risk ratings on an annual basis to create recommendations for senior management
TerrabankCredit Analyst
Sep. 2017 - Mar. 2018Miami/Fort Lauderdale Area
Leader Global Solutions, Corp.Credit Analyst
Apr. 2017 - Sep. 2017Miami/Fort Lauderdale AreaPerforming credit risk assessments of potential customers by analyzing and interpreting financial information and other supporting documentation Design and implement operational processes aim to streamline risk assessment and file management. Assist with ongoing risk mitigation and account management efforts Develop relationships with prospect customers and suppliers. Maintain permanent communication with existing customers
JPMorgan Chase & Co.Credit Analyst Intern
Jun. 2016 - Aug. 2016Greater New York City AreaConducted due diligence through annual reviews and opportunity memos to effectively conduct financial analysis on clients, emphasizing enterprise value, leverage ratios, debt capacity, as well as cash flow Researched various industries in preparation for visits around New York to aid bankers in presentation of J.P. Morgan products to middle market companies ranging from $20MM to $500MM in revenue Identified key prospects within diversified industries in order to drive commercial bank revenue through client acquisitions
Sponsors for Educational OpportunitySEO Career Intern
Jan. 2016 - Aug. 2016Completing training and assessments focused on developing technical skills, industry knowledge and attention to detail Intermediate and Advanced Financial Statement Analysis, Valuation, Excel and Accounting Fundamentals Receives individualized coaching from Finance professionals to achieve targeted technical and professional developmental goals
The Libra GroupCapital Service Intern
Jan. 2015 - May. 2015Worked with the in-house investment group; oversees the groups North/South American investments. Modeled a new cash management reporting system for the groups North American Hospitality portfolio; assisted in cash flow management and analysis for the company’s 10 North American Hotel properties Extensively researched political and economic climate of Brazil as in pertains to the group’s hospitality development business in the country; gave presentation on findings to the Head of the Americas Composed a performance analysis for Groups Multifamily Portfolio, which was used by CIO and CFO in presentation to investors
Vector MarketingSales Representative/Receptionist
May. 2014 - May. 2015Miami/Fort Lauderdale AreaOperated own direct sales business by providing in-home demonstration of products Handled the direct sale of products to consumers, from initial contact to the close of the sale Established new clientele through referral Achieved three promotions within the first week Reached “Fast Start Goal” of $10,000 in 10 days; 7% of the company reaches this goal Received the Presidents Club Award; 9% of the company receives this award
Organizing for ActionFellow
Aug. 2012 - Nov. 2012Miami/Fort Lauderdale Area
South Florida Educational Federal Credit UnionIntern
Jun. 2012 - Jul. 2012Miami/Fort Lauderdale Area
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