Tanner Leif
-Address-*** Fletcher Ave. Apt. *, Lincoln, NE 68521 -Cell: 402-***-****
-Email: ***********@*****.***
Objective
Targeting a position working hands on with financial analysis of securities, enabling my leadership skills, knowledge, and experience.
Education
CFA Institute
2018 Level II Candidate in the CFA Program
University of Nebraska-Lincoln Lincoln, NE
Bachelor of Science in Business Administration August 2016
Major: Finance with an emphasis in Banking and Financial Institutions
Skills
Microsoft Excel Loan Management Analysis of Financial Scenarios Analytical Investment Strategies Calculations Problem Solving Risk Analysis Business Acumen Communication Teamwork
Work Experience
Assurity Life Insurance Lincoln, NE
Mortgage Loan Coordinator Dec. 2016 – Current
Maintain and support a continuously growing $400 million commercial mortgage loan portfolio
Record daily accounting entries on commercial mortgage loan portfolio
Coordinate loan closings with over twenty correspondent networks
Manage an active line of credit of over $150 million with FHLBank
Orion Advisor Services Omaha, NE
Accounting Analyst Oct. 2016 – Dec. 2016
Maintain balance and reconciliation of 90 various Advisor networks
Analyzed various reports from queries to find issues in databases and found resolutions
Assurity Life Insurance Lincoln, NE
Investments Intern July 2014 – Sept. 2016
Prepare and underwrite loan details and commitment documents for review of Investment committee.
Participate with senior management on evaluation of loan submissions or bond credit ratings.
Communicate with national correspondents on property analysis, loan quotes, and loan closing details.
Activities/Honors
Lincoln Midget Football Lincoln, NE
Assistant Football Coach Aug. 2013 – Nov. 2014
Coached and developed a team of 7th and 8th graders preparing them for high school football.
Currently certified in 2 concussions programs, Concussion Wise and Heads Up, along with being CPR certified.