Analyst

Gabriel James

Home **** ******* ***#**** *******, TX 77054

832-***-**** ****@**********.***

PROFILE

Fundamental knowledge of finance

Collegiate athlete with time management and organizational skills

Excellent interpersonal skills

EDUCATION

May 2018

B.S. Business Administration Major, Finance

UNIVERSITY OF EVANSVILLE, Evansville, IN

CAMPUS LEADERSHIP

NCAA DIVISION I SWIMMING AND DIVING 2014-2018

• Strengthened time management skills maintaining full academic schedule and meeting

All team obligations

• Represented the university both on and off campus in a professional manner

• Gained a stronger understanding of teamwork and community service

Delta Sigma Pi Fall 2015

•VP of pledge and education; VP of Scholarship and Awards

WORK EXPERIENCE

JP Morgan

Analyst (Contract) March 2020-Dec 2020

Provide high quality customer service as well as assist lenders in cultivating new business relationships.

Assist the Mortgage lending departments with the underwriting and documentation of a loan request.

Provide analysis of the proposed structure and the various repayment sources as well as the analysis of industry/economic factors affecting the request

Provide on-going monitoring of the credit exposure once the transaction is completed

Attend and participate in loan approval discussions and present deals to loan committees

Calculate Pricing and Pricing Relationships for loan applications

BNY Mellon

Trust Associate Analyst August 2018-March 2020

Develop Clients Reports Such as Cash flows while reviewing conflicts within the accounts and resolving issues if necessary; Oversee accounts daily for overdrafts and un-invested cash

Daily use of Wall Street Office Administrator (WSO), Global Cash Manager (GCM), And International Money Management System (IMMS) Software

Oversaw At least 100 Accounts; Assisted Senior Analyst with daily account activity & cash reconciliation

Interact with Clients and Analyst for other companies for inquiries on account while improving relationship for future business deals

Old National Bank

Practicum Credit Analyst Associate/Intern August 2017-May 2018

• Worked if past clients in Loan Payments and helped prospective clients through Loan Process

• Managed about $100,000 from Old National Bank to help prospects build their company

• Research and analyzed multiple industries to help small business owners as well and create Income statements, cash flow projections, and CAM documents for Old National Bank

• Helped Small Business Owners through analytics and research for their company to achieve more profit. 14 out of 20 Companies gained more revenue

Direct and frequent interaction with borrowers, lenders while providing documents for Old National Bank in a timely manner

Primerica Financial Services Company, Houston, TX Summer 2016-2018

Insurance Agent / Administrative Intern

•Obtained a TX Life Agent Insurance License and Obtain better knowledge of Insurance industry

•Worked in back office and provided data entry and research; Also, shadowed under financial advisors and research on Securities and Cash Management for over 100 families

•Help process applications for prospects needing insurance while contacting firms to make sure compliance was followed in application; Managed a group of 5 to get in contact with over 100 Families to sell insurance

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