KEY SKILLS AND EXPERIENCES
Financial Services
. Fifteen years experience in Financial Services, both residential
and commercial lending as well as commodities market.
. Supervised an office staff of up to 15 people while maintaining
companies' policies and procedures.
. Skilled in assessing creditworthiness, monitoring exposures and
assisting brokers along with clients.
. Detail oriented, with an exceptional eye for errors resulting in an
outstanding aptitude for producing accurate results.
Customer Service
. Successful in establishing trusting relationships with traders,
brokers and clients' that lead to repeat business and referrals.
. Outstanding ability to assist brokers/clients in resolving problem
situations to their satisfaction.
. Excellent communicator in developing solid relationships with
customers, retail dealers and banking institutions.
. Go the extra mile to ensure that accounts receive the information
they need as expeditiously as possible in maintaining a high
retention base.
Analysis and Problem Solving
. Exceptional analytic & quantitative abilities in researching data,
analyzing it for accuracy and applicability, and using it in
preparing credit risk reports to ensure that all credit
requirements are met to minimize defaults and exposures.
. Successfully manage multiple requests for information that demand
immediate response in achieving critical business objectives for
winning both new and renewal business.
. Providing outstanding financial statement analysis, industry
analysis, credit modeling, and entity structures.
. Proficient in the use of computer business applications including
Corporate Credit Manager, Metafile, Rolf & Nolan, D&B, Business
Works, Kiodex, Clearport, as well as MS Word, Excel, PowerPoint and
Access. Type 50 wpm and perform 10 Key by touch.
PROFESSIONAL EXPERIENCE
FCStone Group, LLC/ FCStone Trading LLC Kansas City, MO
4/2007- Present
Corporate ISDA Negotiator/ Sr. Credit Risk Analyst
V Assess credit risk and financial strength of new and existing
counterparties
V Monitor & Manage credit trade limits/margin relief request
and margin deficits on a regular basis
V Open OTC accounts and Future's accounts, FX accounts
V Negotiate and administer contracts including 1992/ 2002 ISDA
Master Agreements, 1994 Credit Support Annexes Master Swap,
NAESB and EEI, Long form confirmation w/legal dept.
V Credit Documents: Negotiate & administer the exchange of
corporate guarantees, netting agreements, confidentiality
agreements and letters of credit.
V Oversees all international & domestic financial analysis on
Corporate finances to determine credit terms and risk for
company
V Knowledge work in the sectors of Crude Oil, Natural Gas,
Power & Energy, Ethanol, Grains, Dairy, Specialty & Physical
commodities' and international trading.
V Maintain/ update ISDA templates
Metroplex Investments & Loan Orlando, Florida
6/2001-4/2007
Sr. Credit Analyst/ Credit Manager
V Credit Limit $10,000,000.00
V Analyzed residential,commercial loans, and lines of credit,
letters of credit
V Trained and supervised staff or 15.
V Maintained 100 million warehouse lines.
V Maintained and Wrote all QC and Underwriting guidelines,
procedures
V SBA/Governments loans Portfolio Management/ RMBS/CMBS
Performance Reviews
Corinthian Mortgage Corp Mission, Kansas 11/1998-
6/2001
Sr. Staff Underwriter
V Credit limit $4,000,000.00
V Analyzed residential and commercial loans
V Trained new and current credit analyst and account managers
EDUCATION
Bachelor of Science in Business Administration,
Double Major in Accounting and Criminal Justice
Baker University, Baldwin, Kansas,
REFERENCES
Business and Personal reference available upon request.