Jackson Steger Email & Phone Number

Overland Park, Ks, Us

Overland Park, Ks, Us

Overland Park, Kansas, United States

As a credit analysts, I work on full service commercial credit underwriting for loans in metro and community markets. From spreading tax returns, pricing loans, analyzing cash flows, compiling narratives, looking at financial trends, communicating with lenders, assessing risks, and understanding and evaluating multiple industries, there is never a dull moment at Equity Bank. Duties include: -Financial analysis.-Trend analysis.-Industry analysis.-Communication with loan officers to successfully finish deals. -Analyzing pricing and structure of various credit facilities. -Evaluating risks credits pose to the bank. -Learning and understanding numerous types of businesses. -Creating full underwriting packets for commercial deals. - Treasury management underwriting for commercial customers. - SBA underwriting including SBA 7(a), SBA Express, and SBA 504 loan programs.

Stillwater, Oklahoma, United States

In this role, I was responsible for security analysis and portfolio management of the $1.3MM university scholarship fund. Along with my team, we presented four investment presentations to buy, sell, or hold securities based on the top-down analysis of each. I valued securities using discounted cash flow models, dividend discount models, and relative valuation.

Dallas, Texas, United States

Completed five projects over the course of the summer in the finance department. These projects included auditing commercial leases, reconciling over $114,000 of monthly outstanding balances flowing through closed lab accounts, pricing and costing analysis using Tableau for iCoat Company, creating tax return groupings and calculations for state tax returns in Corptax software, preparing municipal tax returns, and analyzing causes of sales declines for Vision Source buying group. I learned how to work with large data sets, manage multiple projects, present analyses in an understandable and effective manner, and work with multiple business software applications during this internship.

Stillwater, Oklahoma, United States

This role involves providing exceptional service to customers by answering questions about products and payment options, maintaining positive and uplifting communication, and quickly and efficiently checking out customers.

Lampe, Missouri, United States

Developed middle schoolers into leaders through outdoor activities, biblical training, and sports. Learned leadership and planning skills through interactions with campers, meetings with other counselors, and planning nightly discussions. Boat Driver with responsibilities of teaching tubing, wakeboarding, waterskiing, and ensuring safety.

Princeton, Texas, United States

• Maintained 15 property lawns for customers• Painted interiors and exteriors of homes• Assisted with general repairs of houses

Princeton, Texas, United States

• Set up signs, flags, banners, etc.• Organized inventory and stocked shelves• Sold fireworks to customers and clarified questions and concerns

Bachelor Of Science In Business Administration, Finance, General

Graduated summa cum laude with a degree in finance with a minor in accounting in December of 2022.

Minor, Accounting