Summer Intern Loan Officer
Resume:
SUMMARY
JACK KAVANAGH
****.*********@*****.***
Experienced professional with a history of working in the Finance industry
PROFESSIONAL & LEADERSHIP EXPERIENCE
Magnolia Capital - Chicago, Illinois
Investments Analyst
(August 2022 - Current)
•Underwrote investment opportunities across a variety of residential housing products including one-off SFR, forward-commitment SFR developments, disparate SFR portfolios, contiguous BTR communities and traditional multifamily.
•Designed and managed one-off SFR underwriting models, roll-forward fund models, investor presentation materials, strategic business plan write-ups, portfolio trackers and due diligence process checklists for both joint ventures.
•Assisted in the procurement of financing, ultimately locking down a warehouse aggregation facility for each venture.
•Continuously tracked pipeline of new deals and presented potential investment opportunities during weekly company-wide transactions meetings and external investor meetings.
Aon - Chicago, Illinois
Private Markets Analyst (Feb 2021-August 2022)
•Calculated and compiled quarterly, semi-annual, and annual performance data for a list of over 10 clients’ portfolios, which included more than 265 Private Equity, Real Estate, and Infrastructure funds.
•Utilized Excel and Investran to calculate valuations on a quarterly and annual basis for my clients’ portfolios.
•Troubleshooted an issue our team had with the stock distribution process for our clients to make for easier communication between my team and the bank involved in facilitating these distributions.
•Performed reconciliations between the distinct values we calculated (valuations, distributions, contributions, etc) and client reported numbers to provide the most accurate data for our clients.
Waterton - Chicago, Illinois
Summer Intern – Accounting and Portfolio Management (May 2019-August 2019)
•Performed financial audits on several Company-owned properties to ensure transparency and accountability across the portfolio.
•Developed quarter end GAAP financials and various other financial reports for investors and bank reconciliations for lenders to the investment fund.
•Conducted due diligence activities related to property acquisitions including financial analysis of the current performance of the various investment funds as well as market research of new markets the firm was looking into for future acquisitions.
Guaranteed Rate - Chicago, Illinois (October 2020 -February 2021) Insurance Reviewer
•Reviewed specific loan documents for consistency according to the loan officer and investor needs.
•Communicated daily with third party insurance agencies to ensure consistency across the board to establish the goal of all parties being on the same page.
•Developed a shared Excel Sheet distributed throughout the team to further automate the process involved in thoroughly carrying out the job and further communication and consistency amongst members of the team.
EDUCATION
Indiana University, Kelley School of Business - Bloomington, Indiana
Bachelor of Science in Business Major: Finance
GPA: 3.47/4.0
-Direct admit to Kelley School of Business: Earned by a distinguished ACT score and GPA.
Campus & Community Involvement
Acacia Fraternity – Recruitment Chair
Kelley to Kelley Peer Mentor – Senior Mentor
Hinsdale Central High School - Hinsdale, Illinois
(May 2020 Graduation)
(May 2016 Graduation)
OTHER SKILLS, INFORMATION & ACCOLADES
•Member of the Misericordia Young Professionals Council
•Advanced in Microsoft Office Suite, Financial Modeling, and Critical Thinking
•Leadership: Elected team captain one of four team captains of Hinsdale Central Football Team. Volunteer offensive line coach for 6th grade Youth Football team.
•Interests and Hobbies: Sports, Exercise, Service, Travel
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