Real Estate Credit Analyst
Resume:
Steven Schomberger **** S. Rundle
Lansing MI ****0
******.*****@*****.***
EDUCATION
Grand Valley State University, Allendale MI
August 2015 - December 2017
B.B.A. with a major in Finance.
WORK AND LEADERSHIP EXPERIENCE
Cinnaire Corporation, Lansing Michigan — New Markets Tax Credit Analyst
December 2022 - Present
Worked with a small team to apply for, allocate, and manage a Federal New Markets Tax Credit. Application tasks include data management and narrative writing. Allocation skills include underwriting, compliance, and closing of real estate deals. Program Management focuses on reading and collection of jobs data, financial well being, and regular accounting reports.
Neogen Corporation, Lansing Michigan — Credit Analyst July 2021-December 2022
Worked to establish credit terms for corporate trade lines. Large variety of customers and sales volumes up to $2 million in annual sales. Worked closely with the collections team to make sure clients met terms and reduced collectible balances. Tracked workflows and created KPI’s to aide in accuracy and efficacy. Worked closely managing Accounting Data for various projects including GRC Compliance
Mourer Foster Bonds and Insurance, Lansing Michigan — Commercial Account Manager Captive Program Rater
May 2018- July 2021
Coordinated finances, determined risk exposures, led in marketing of new clients for a segment specific captive insurance program. Working with customers and carriers to determine prices and new coverage options. Worked with Sales teams on creating effective and narrow marketing materials. Compliance work with marine and excavation contractors on complex real estate projects.
SKILLS
Microsoft office mastery
including Access with
specialization in Excel. Skills
in Stata, R, and SAP.
Communication and teaching
skills especially with
culturally diverse groups.
Applied Epic software
mastery. Microsoft Solomon
Expertise, Power BI Sales
reporting, KPI creation for AR
teams. Microsoft Spark use
and system creation.
Financial Accounting and
insurance compliance. Blue
Umbrella GRC system
expertise.
Eagle Scout The highest
award given to youth in the
Boy Scouts of America with
several years in the Order of
the Arrow service
organization.
Licensed Property and
Casualty Insurance Agent
Self studied exam and
Continuing education
completed valid through July
2024 in the State of Michigan
CGMA Member
Self studying credits for a
designation as a Certified
Global Management
Accountant.
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