Financial Analyst Operations Assistant

Todd Leo Geddes

**** **** ********* ***

Herriman, Utah 84096

801-***-****

PROFESSIONAL EXPERIENCE

FedEx Ground

Part-time Package Handler September 2020-Present

•See that FedEx packages are directed and that they are placed in corresponding shipping trucks and trailers to be shipped and delivered as directed.

Zions First National Bank

Financial Analyst/Operations Assistant January 1993-2019

•Speak directly by telephone with D.T.C. Representative to schedule closing to avoid additional cost and charges to submit Pool Certificate into Zions’ Position with D.T.C.

•Over Four Hundred, (400), Pools Originated, over $3 billion in SBA Pools have been Created and Sold.

•Creation and maintenance of CRA, Community Reinvestment Act, file of SBA Loans in Originated Pools.

•SBA Pools, originated in Pipeline-Secondary purchased Loans, Lender Pools-Zions’ own Loans, and WAC Pools-originated from Secondary Market Loans

•As an SBA Operations Assistant my title included Vice President to Securitize SBA Loans and Pools.

BankCard Small Claims Loan Adjustor - Zions First National Bank June 1988-January 1993

•Small Claims Adjustor filing Small Claims proceedings and appearing in court as Zions Representative against excessively past-due and over-limit credit card customers.

•More than 50% of the BankCard customers were persuaded to make arrangements to bring delinquent and over-limit account current to avoid default judgment or have garnishment on wages.

•Small Claims Adjustor filing Small Claims proceedings and appearing in court as Zions Representative against excessively past-due credit card customers.

•Promoted from 60 day to 90 day to 120 day and Small Claims Adjustor.

EDUCATION

1985 B.S./B.A. Degree. Graduated in Finance, Utah State University-Logan, Utah. Major Finance, Double Minor, Dutch and Economics.

SKILLS & ABILITIES

•Commanding Telephone and Interpersonal Skills, Work well under pressure. Passed Series 7 Examination. Educate new Lenders about the proper Standard Operating procedures in the SBA Secondary Market. Over twenty, (20), years in Banking Operations of which 16 years in the SBA.

•Proficient with. Windows, Excel, and other MicroSoft based software. Able to learn quickly and utilize new software and computer systems & hardware.

•Proficient in use of HP 12C Calculator, Punctual, Hard working able to complete tasks and assignments before deadlines and with no or minimal assistance.

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