Dylan Spears Email & Phone Number

Charlotte, North Carolina, United States

Senior Financial Analyst

Charlotte, North Carolina, United States

• Financial Analyst
• Provided assistance with financial modeling and projections, credit analysis, and industry or business risk analysis in support of loan structure decision making activities for mid sized companies, large corporations.
• Researched, examined, and interpreted customer portfolios, competitors, and related industries in order to prepare comprehensive credit report opinions.
• Reviewed and interpreted credit policies and procedures.
• Incorporated requirements into credit analysis, observations, and lending recommendations.
• Supported senior staff in credit underwriting which accounts for all risk factors and provided risk rating recommendations.

Alpharetta, Georgia, United States

• Gained experience across various finance disciplines.
• Worked in a fast paced, highly collaborative environment to execute on strategic priorities.
• Conducted in-depth market research to support the bank’s business development efforts.
• Evaluated customer needs to effectively identify Wells Fargo products and services that can help clients achieve their goals.
• Engaged in creative thinking and idea generation to prepare discussions materials and pitch presentations that address issues impacting our clients and prospects.
• Built and sustained relationships with peers, management, and business partners.

Atlanta, Georgia, United States

• Reviewed benefits summaries to gather the necessary information about medical, dental, and other health plans for companies to submit requests to Rating & Underwriting.
• Maintained data integrity of Solaris by scrubbing and updating files inputted by the Account Managers.
• Pulled information from Solaris to create leads for Specialty Account Executives to follow up with producers on specialty request for quotes.
• Case study project: Worked with intern team to create an app to simplify making healthcare appointments and communicating with healthcare professionals. Project targeted millennials and we came up with an actionable.

Roswell, Georgia, United States

• Monitored the lot and was responsible for maintaining a sufficient amount of carts near the entrance of the store.
• Provided customer service by helping customers with the loading of their vehicles and by assisting customers in buying decisions.
• Performed stocking, organizing, and cleaning duties.