Kevin J Schmoeller

847-***-**** ad2qw8@r.postjobfree.com

PROFESSIONAL EXPERIENCE

U.S. BANK, Charlotte, NC Feb 2023 – July 2023

Corporate Finance Analyst

Utilized Loan IQ, Oracle Financial Services Lending and Leasing, SyndTrak, ACBS (Advanced Commercial Banking System), and WorkFusion for the following:

Streamlined novation’s, led changes exceeding $5B by aligning terms with evolving business requirements, and optimizing operational efficiency

Leveraged advanced expertise in LOAN IQ to facilitate seamless corporate loan transactions for prestigious clients, and ensuring peak operational efficiency

Efficiently managed a diverse portfolio, overseeing corporate loans ranging from $10MM to over $5B for 35 prominent corporations, and demonstrating astute financial management

Collaborated with cross-functional teams to refine operational processes, ensuring strict compliance with industry regulations, and maximizing efficiency

Thrived in a high-pressure fast-paced environment, providing unwavering commitment to accuracy and efficiency

WELLS FARGO & COMPANY, Charlotte, NC Jan 2022 – Sept 2022

Financial Operations Analyst

Utilized LOAN IQ, FIS, Clear Par, and Oracle Analytics for the following:

Set daily SOFR, LIBOR, and LIMR rates for commercial loan syndications

Processed ~ 50 weekly middle market syndications ($100K - $1.5BB L/C’s, TL’s, revolving facilities) within Energy & Oil, Commodities, and Healthcare sectors

Collaborated with CIB brokers in 25+ Fortune 500 agented deals for loan reconciliation and maintenance of regulatory compliance

Processed ~ 20 daily trades for 5+ Fortune 500 agented deals for lenders, portfolio managers, and private equity

LPL FINANCIAL, Fort Mill, SC July 2021 – Jan 2022

Operations Specialist

Managed new and existing account transfers for LPL totaling $50MM in revenue:

Worked cross-functionally to ensure clients had smooth transition to LPL representatives

Fostered a strong service-oriented approach while working with various teams such as the status, service, specialized service, and various business units within the company

Prioritized accuracy and thoroughness while assisting the specialized service, status, and incoming teams

Operated as a resource to the department applying complex knowledge of the overall transfer process for inquiries received from internal and external financial firms about the overall transfer process

EDUCATION

UNIVERSITY OF NORTH CAROLINA WILMINGTON, Wilmington, NC Aug 2017 - May 2020

Bachelor of Arts, Political Science

Minor: Business

UNIVERSITY OF HERTFORDSHIRE, London, United Kingdom Summer 2018 International Business Exchange Student

Concentration: International Trade and Finance, International Marketing & Multinational Financial Management

SKILLS

Financial Analysis

Credit Risk Assessment

Portfolio Management

Regulatory Compliance

Process Optimization

Financial Modeling

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