Office Financial

Analytical • Inquisitive • Adaptive

EXPERIENCE

Bank of New York Mellon Houston, TX

Intermediate Collateralized Loan Administrator March 2017 – Current

●Point of contact for the technology team in learning the procedures for different transactions processed in the Wall Street Office system

●Produced example data for the technology team to use during the coding of automatically processed transactions and assisted with any questions they had during the process

●Identified issues with the data that was coming in from Deloitte, and communicated possible solutions to the team directly

●Verified transactions were being processed correctly with the use of bots and provided insight if there was an error with the processing

●Developed procedure manual for the specialized processing of PIK assets for the Solvas-Digitize

Collateralized Loan Administrator

●Managed different types of loans/non-loan transactions in Wall Street Office, including trades, paydowns, borrowings and interest payments

●Effectively analyzed data pertaining to loans, bonds, ABS’s, equities and PIKs in order to correct cash balances

●Trained new employees and continued with refresher sessions if assistance was needed

●One out of twelve employees chosen to participate in the Mentorship program, learning valuable lessons on leadership and career development

Accountemps Austin, TX

Contractor July 2016 – January 2017

●Worked in a variety of locations in Austin, TX executing accounting and finance projects for small/medium sized companies

●Analyzed documents for different types of financial accounts received from clients and correctly documented them

●Worked with various types of accounting software to process billing payments

ADDITIONAL

Investment Banking Institute Houston, TX

Intensive 4-week financial modeling and valuation training program Nov 2016

●Participated in a one-month intensive Investment Banking Seminar focused on financial statement analysis, valuation methodologies and financial modeling

Financial Management Association 2015

●Recruited new members to participate in FMA

●Gained knowledge and skills through listening to professionals in the financial industry

Phi Beta Chi 2012 – 2015

Scholarship Chair

●Maintained a database of member’s grade point averages and majors in order to ensure certain criteria were met

●Organized study sessions for members with similar classes and rewarded those who did well

EDUCATION

Texas State University San Marcos, Texas

Major: Bachelor of Business Administration – Finance May 2016

●Dean’s List – 2011, 2013, 2014

●Graduated Cum Laude

●3.54 GPA

SOFTWARE EXPERIENCE

Wall Street Office, Markit, Bloomberg, Solvas, Digitize, Laserfiche, Salesforce, JIRA

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