Carter Jacobs Email & Phone Number

My name is Carter Jacobs, I am an analytical professional with proven skills in analyzing, interpreting, and translating complex financial data into insights to assist key stakeholders with decision making in highly dynamic, fast-paced environments. I have a strong ability to coordinate key credit functions inclusive of pre-screening, processing, and approving all unsecured financial products in adherence to applicable regulatory frameworks. Moreover, I am astute at researching, writing, and presenting financial analyses in support of company-specific and portfolio-level decisions. I am instrumental in monitoring ongoing client’s financial performance, industry trends, and emerging risks. I am also familiar with structuring, underwriting, and documenting credit facilities to meet both client and investor needs as well as balance the organization’s internal risk/return requirements. I am equipped with excellent communication, relationship building, organizational, and problem-solving skills.I have technical proficiency in Microsoft Office (Word, PowerPoint, Access, Teams, and Excel - VLOOKUP, if/and functions, creating Tax to Cash forms) | Risk Origins & e2e nCino.Some of my key skills are:• Financial Management• Credit Risk Evaluation• Cross-Functional Collaboration• Reporting & Analysis• Strategic Planning & Execution• Continuous Process Improvement• Credit Underwriting• Investment Analysis• Credit Policies ComplianceShould you have any questions about my exceptional career, please feel free to reach out at CLJacobs@Comerica.com - I am always interested in making new professional acquaintances!

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  Western Michigan University

  Major In Finance And Minor In Economics & General Business