Credit Analyst
Resume:
THOMIKA TOLBERT
480-***-**** **************@*****.*** Gilbert, AZ 85295
work experience
CREDIT ANALYST
PennyMac Financial Services, Phoenix, AZ
Apr 2021 - May 2022
Analyze credit data and financial
statements to determine the degree of
risk involved in extending credit or
lending money.
•
Generate financial ratios, using
computer programs, to evaluate
customers' financial status.
•
Stay abreast of new types of loans and
other financial services and products to
better meet customers' needs.
•
CONTRACTED COMPLIANCE ANALYST
CAPCO, Phoenix, AZ
Sep 2020 - Mar 2021
Assess product, compliance, or
operational risks and develop risk
management strategies.
•
Conduct or direct the internal
investigation of compliance issues.
•
Identify compliance issues that require
follow-up or investigation.
•
FINANCIAL ADVOCATE
Brightside, Chandler, AZ
Feb 2019 - Apr 2020
Work with clients to identify their
financial goals and to find ways of
reaching those goals.
•
Build and maintain client bases, keeping
current client plans up-to-date and
recruiting new clients on an ongoing
basis.
•
Review clients' accounts and plans
regularly to determine whether life
changes, economic changes, or financial
•
May 2020
BACHELOR OF SCIENCE IN DIGITAL
AUDIENCES
GPA 3.7
Arizona State University,
Tempe, AZ
education
performance indicate a need for plan
reassessment.
WEALTH MANAGEMENT CONSULTANT
Bank of America, Chandler, AZ
Jul 2018 - Jan 2019
Analyze financial information obtained
from clients to determine strategies for
meeting clients' financial objectives.
•
Answer clients' questions about the
purposes and details of financial plans
and strategies.
•
Interview clients to determine their
current income, expenses, insurance
coverage, tax status, financial objectives,
risk tolerance, or other information
needed to develop a financial plan.
•
CREDIT ANALYST
GM Financial, Chandler, AZ
Mar 2016 - Jun 2018
Evaluate customers' computerized
credit records and payment histories to
decide whether to approve new credit,
based on predetermined standards.
•
Analyze credit data and financial
statements to determine the degree of
risk involved in extending credit or
lending money.
•
Generate financial ratios, using
computer programs, to evaluate
customers' financial status.
•
credentials and licenses
• Google AdWords • Google Analytics
Contact this candidate