Capital Markets Analyst

KEROLOS ZAKI

Irvine, CA *****

818-***-**** add8i7@r.postjobfree.com linkedin.com/in/kerolos-zaki SUMMARY OF QUALIFICATIONS

Capital Markets Analyst with expertise in developing financial models to analyze and demonstrate potential internal and external returns for financial products and structures. Generated customer led reports to determine new customer trends and recommended strategies for outreach. Provided strategic support to the treasury team and capital markets initiatives that impacted the firm's daily liquidity. Modeled and presented business opportunities to enhance financial strategies and performance, including due diligence and valuations. Conversational: Arabic EXPERIENCE

Redwood Trust, Irvine, CA June 2019 – May 2020

Capital Markets Analyst (Jan 2020 – May 2020)

• Developed a new process to build financial models that analyze and show potential internal and external returns for various financial products and structures, resulting in a system that saved time and money.

• Generated customer lead reports to determine new customer trends and recommend optimized outreach strategies

• Provided strategic support to the treasury team regarding capital markets initiatives impacting the firm's liquidity on a daily basis

• Pledged long term investment loans on a warehouse line (Morgan Stanley) in order to securitize loans for investors to buy Fitch and Moody rated mortgage bonds

• Performed diligence, valuations and building models to analyze opportunities and prepare presentations to analyze financial strategies and business performance.

5 Arch Funding, Irvine, CA

Sales Analyst and Credit Analyst (June 2019 – Jan 2020)

• Managed high net-worth loans (+$5 million) from initial customer engagement through credit funding, totaling

$130.2 million in transactions

• Analyzed real estate market data on direct borrowers and investors to create executive strategy briefs for home investment opportunities

• Generated customer lead reports to determine new customer trends and recommend optimized outreach strategies

• composed and structured loans with an underwriting team that are complex in leverages/economics while staying within constraints of warehouse lines

• Structured new campaigns for conferences that would sift new borrowers and brokers into our prospect list bringing on an average 175 acquisition of clients every conference

• Generated new deal tracker for all loans above $1.5 million utilizing pivot tables to categorize loans based on complexity and loan structure as well as record patterns from previous deals Holy Virgin Mary Coptic Orthodox Church, Los Angeles, CA December 2016 - Present Lead Youth Coordinator

• Organized trips for age groups 13 - 30 with regular turnouts of 40 plus attendees.

• Booked hotels, airlines, and dinners for multiple events while remaining under budget by 10-15%.

• Implemented weekly events for youth groups to increase church attendance and managed community service events for local community.

• Led and managed seasonal events for high school and college youth groups.

• Negotiated services and activities from 20+ suppliers for a projected savings of $1K+ in youth summer trip to various locations in America.

EDUCATION

University of California, Irvine, The Paul Merage School of Business Irvine, CA Bachelors' of Arts in Business Administration, Emphasis in Marketing and Healthcare, GPA: 3.78 June 2019 Santiago Canyon College Orange, CA

Associate's Degree in Business Administration August 2015 – June 2017

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