Sales Manager

Mark Rodriguez

**** ***** ****** *******, ** ****7

************************@*****.*** 830-***-****

EXPERIENCE

**** – Present Amegy Bank of Texas HOUSTON, TEXAS

Banking Associate (September 2019 – Present)

• Analyze companies’ quarterly and year- end financial data to calculate customers’ Leverage and Liquidity, Profitability, and Year over Year Growth to determine proper credit facility/debt structure for clients of the Bank

• Assess historical financial data to create financial projections to determine customers’ future ability to service debt obligations

• Underwritten and presented over 30 loan proposals discussing terms of the deal, customer/bank covenants, company cash flow, and overall risk of transaction

• Accompany senior lenders on in- person (and virtual) calls with clients and prospects to develop an understanding of the company’s day to day activities Examples of Transaction Experience:

• Underwrote $6,000,000 Oil & Gas transaction involving multiple cross- collateralized term loans, modification of existing term debt, and modification of the company’s line of credit

• Underwrote $2,500,000 Commercial and Industrial loan to assist with working capital while the company was in search for a buyer

• Funded over 100 Payment Protection Program Loans (approximately $5 Million) to provide direct aid for businesses affected by the ongoing Coronavirus pandemic Banker Development Program (June 2019 – September 2019)

• Completed three months of class- room training that focused on credit, underwriting, and cash- flow calculations

• Attended executive sessions in Salt Lake City, UT to learn about the current economic environment and changes the company made following the 2008 financial crisis Summer 2018 Fidelity Investments WESTLAKE, TEXAS

Personal Investment Intern

• Presented a capstone case study to Portfolio Advisory Services regarding the financial upside of discipline investing through bear markets with a strategy to educate and inform investors of these benefits

• Studied historical macroeconomic and microeconomic data to develop a best practice investing strategy for individual clients

2017 Aggieland Outfitters COLLEGE STATION, TEXAS

Team Lead

• Lead weekly meetings to facilitate dialogue between general manager and 20+ team members regarding company wide sales goals and new products

• Trained new hires on the day- to- day expectations. Focused on product knowledge, inventory checks, and sales tactics

EDUCATION

2015 – 2019 TEXAS A&M UNIVERSITY COLLEGE STATION, TEXAS MAYS BUSINESS SCHOOL

Bachelor of Business Administration in Finance

Spring 2018 PRAGUE SCHOOL OF ECONOMICS (VSE) PRAGUE, CZECH REPUBLIC Participant in Texas A&M’s Reciprocal Educational Exchange Program where I focused on international finance and economics

ADDITIONAL INFORMATION

Skills: Proficient in Microsoft Office Suite, advanced in MS Excel and Word Organizations: Hispanic Business Resource Group, A+ Toastmasters Volunteer: The Heart Program (Housing, Entrepreneurship and Readiness Training), Junior Achievement, participant in various Hurricane Relief programs

Activities: Traveling, Hiking, Reading, Fitness, Philanthropy

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