Salt Lake City Metropolitan Area
MBA with a passion for education. I have a proven track record of helping students do better in school and life!
Consulted with clients on strategies to increase their top/bottom line through trend identification, establishing KPI systems, rand report building all with the single goal of improving their financial performance. Trained clients on how to use the financial reporting tool in the practice management software. Built operational and analytical reports at the client’s request.
Assisted in managing a portfolio of leveraged/acquisition oriented loans with >$300MM in outstanding commitments. Well versed in loan origination and servicing and handle all operational aspects. Responsible for monitoring and accurately risk grading loans in the portfolio. Industries include: manufacturing, retail, ski, environmental remediation services, and entertainment.
Worked in a team of 15 individuals to manage and service commercial real estate term loans held by the bank. Primarily responsible for preparing Moody’s spreads, analyzing financial statements and MDM risk grading. Experienced in addressing industry risks, collateral requirements, loan structuring and credit analysis. Other duties included preparing loan presentations and monitoring individual loan performance. Responsible to be kept informed of financial and market trends in designated portfolio and analyzing trends. Successfully handled the maintenance of existing relationships and maintained strong working and communicative relationships resulting in a high degree of customer satisfaction.
Our client was interested in learning how electricity prices could impact sales and marketing, advertising, public relations, and customer service efforts, which could ultimately determine their competitive strategy and affect their financial bottom line. Our team was tasked to conduct market research, gather valuable market data, and to report our findings and propose recommendations to the management team. This research project allowed me to work with a cross cultural team of students, develop critical thinking skills, be exposed to recent developments in the U.S. and global utilities arena, and afforded me the opportunity to gain valuable client management/consulting skills.