Jacob Mccoy work email
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Jacob Mccoy personal email
As an AVP in Institutional Credit Management at Citi, I oversee a multi-billion dollar portfolio of credit exposure to large cap publicly traded companies. I apply my time management, communication, and organization skills in order to execute the role, which includes comprehensive financial and risk analysis, develop credit memorandums, read credit agreements, make projections and quantify risk for each transaction and annual review. I predominantly collaborate with internal stakeholders to ensure compliance, due diligence, and quality control.I have more than seven years of experience in underwriting, which includes credit analysis and risk management. The first four years was in small business while the last three years has been with publicly traded companies. I have successfully passed all three CFA exams, demonstrating my proficiency and commitment in the field of finance. My mission is to leverage my CFA credential and credit risk expertise to deliver value and excellence to Citi and its clients.
Citi
View- Website:
- citigroup.com
- Employees:
- 196387
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Vice President Credit Portfolio OfficerCitiIrving, Tx, Us
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Assistant Vice President In Institutional Credit ManagementCiti Feb 2023 - PresentIrving, Texas, United States
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Senior Cre Credit AnalystU.S. Bank Apr 2022 - Feb 2023Atlanta, Georgia, United States -
Senior Credit AnalystU.S. Bank Apr 2022 - Aug 2022Atlanta, Georgia, United States
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Credit AnalystU.S. Bank Jul 2020 - Aug 2022Portland, Oregon Metropolitan Area
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Credit Investment AnalystEqcho Capital Llc Oct 2019 - Jul 2020Vancouver, Wa -
Credit AnalystRiverview Community Bank Jun 2016 - Oct 2019Downtown Vancouver -
Credit Analyst 2Riverview Community Bank Jun 2016 - Oct 2019Vancouver, WaWorking as a Portfolio Manager / Credit Analyst II at Riverview has strengthened my ability to monitor trends and economic conditions in different industries, as well as incorporating these insights into credit memorandums. These credit memos involve compiling, analyzing and formatting financial statements, as well as presentation to senior executives. I have been involved in multi-million dollar guidance line renewals; influenced credit recommendations for new and existing clients using projected cash-flow analysis, and scoured many tax returns and CPA compiled financial statements. Loan underwriting requires strong communication skills; collaboration with various teams inside the bank is common when underwriting a new loan. The various teams involved include: credit administration, loan servicing, and document processors. Productivity is at an all-time high; goals set for my team have been surpassed for two years in a row.
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BaristaDutch Bros. Coffee May 2015 - Jun 2016Vancouver, WaCustomer service is #1 at this place! I love talking to customers -
Sales RepresentativeGnc Sep 2013 - May 2015Camas, WaI was a Sales Rep, so I had the responsibility to find out what a customer's needs were and introduce to them products that matched these needs. -
Pattern Storage InternEsco Corporation May 2012 - Aug 2012Portland, Oregon AreaStored patterns that were used to mold mining equipment. Also an assistant to the boss in that area.
Jacob Mccoy Skills
Jacob Mccoy Education Details
Frequently Asked Questions about Jacob Mccoy
What company does Jacob Mccoy work for?
Jacob Mccoy works for Citi
What is Jacob Mccoy's role at the current company?
Jacob Mccoy's current role is Vice President Credit Portfolio Officer.
What is Jacob Mccoy's email address?
Jacob Mccoy's email address is ja****@****wsu.edu
What schools did Jacob Mccoy attend?
Jacob Mccoy attended Washington State University Vancouver.
What are some of Jacob Mccoy's interests?
Jacob Mccoy has interest in Animal Welfare, Education, Economic Empowerment, Science And Technology.
What skills is Jacob Mccoy known for?
Jacob Mccoy has skills like Customer Service, Financial Analysis, Microsoft Office, Leadership, Work Ethic, Credit Analysis, Portfolio Management, Commercial Banking, Financial Reporting, Finance, Risk Assessment, Financial Statements.
Who are Jacob Mccoy's colleagues?
Jacob Mccoy's colleagues are Pooja Arora, Peggy Jacks, Mba, Sharon Attar Moshe, Chai-Chew Lee, Ryan Weisshaar, Debbie Marvin, Chandra Kumar Chandrkumar.
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Jacob McCoy
Columbus, Oh -
Jacob McCoy
Automation Area Manager At Walmart Distribution CenterGreenville-Spartanburg-Anderson, South Carolina Area -
Jacob McCoy
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