Port St Lucie, Florida, United States
I am a financial services professional and MBA candidate with 6+ years of experience in retail banking, consumer lending, credit evaluation, and customer financial assessments. Throughout my career, I’ve developed a strong foundation in financial analysis, risk assessment, and data‑driven decision‑making — skills I am now leveraging as I transition into a Financial Analyst role. My background includes evaluating creditworthiness, analyzing financial profiles, interpreting customer data, and ensuring compliance in regulated environments. I’ve supported customers through complex financial decisions, strengthened operational performance, and consistently delivered high‑quality service across banking, lending, and sales roles. Currently, I am expanding my analytical capabilities through my MBA program at Western Governors University, where I’ve completed coursework in Financial Analysis, Management & Planning, and Global Economics. I’m passionate about using financial insights to solve problems, improve performance, and support strategic decision‑making. Career Goal: To secure a Financial Analyst position within corporate finance or banking, where I can apply my analytical strengths, business acumen, and commitment to continuous improvement. Core Strengths: • Financial & Credit Analysis • Risk Assessment • Customer Financial Evaluation • Data‑Driven Decision Making • Banking Operations & Compliance (KYC/AML) • Strategic Planning • Relationship Management • Excel & Financial Modeling (developing) If you’re open to connecting or discussing opportunities in financial analysis, corporate finance, or banking, I’d love to connect.
Conduct financial needs assessments to recommend checking, savings, credit, and lending solutions. Analyze customer financial profiles, transaction patterns, and credit data to support informed decisions. Ensure compliance with KYC, AML, and regulatory standards. Strengthen customer relationships through financial education and proactive account guidance. Apply analytical and decision‑making skills developed in MBA coursework.
Real Estate Agent