Development and marketing, analyst positions

Cole W. Keyes

**** ***** ****** ** **********, DC 856-***-**** ***********@*****.***

EDUCATION

Gettysburg College Gettysburg, PA

Bachelor of Arts, Economics 2016-2020

Minor in Business

• Gettysburg College Football – developed as a leader and team player while dedicating 25+ hours per week to play at a high-level college football program EXPERIENCE

NewDay Financial, LLC. Fulton, MD

Mortgage Loan Originator August 2020-Present

• Developed in-depth understanding of residential mortgage processing, underwriting and closing procedures

• Reviewed and analyzed financial statements, individual and business tax returns, and other verifiable client information to provide creative financial solutions through residential mortgage loans

• Executed sales calls with both potential or existing clients to develop new business or retain existing client base

• Assisted in evaluating strategies and conducted qualitative/quantitative analysis to support group strategy

• Demonstrated proficiency with markets data sources, remaining current on dealer research/analysis and available third party analytics

J.G. Wentworth & Peachtree Financial King of Prussia, PA Summer Analyst: Purchasing June 2018-August 2018

• Summer Analyst in the Annuity and Structured Settlements Purchasing department

• Analyzed and calculated structured settlement present value to determine return percentage

• Performed Balance Sheet analysis to determine solvency and liquidity ratios

• Actively reached out to and counseled potential customers about J.G. Wentworth products and services

• Shadowed and works alongside account executives to learn purchasing criteria and deal structuring Keurig Dr. Pepper Inc Pennsauken, NJ

Summer Intern: Development & Marketing May 2019-August 2019

• Communicated with distributors and retailers to secure market approach and reported on local market conditions to implement business development plans

• Provided timely and comprehensive analysis of objectives, execution and future planning implications

• Utilized customer insights and translated them into actionable sales plans

• Created and maintained marketing reports, detailing commercial market trends that were reported to management

TECHNICAL SKILLS

• Microsoft Office, Excel, Stata, EViews, Lending Space, Automated Accounting, Quickbooks

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