Jacob Carson Email & Phone Number

New York, New York, United States

Loan workout officer supporting large corporate and leveraged finance portfolio

New York, United States

New York, New York, United States

Loan Workout Officer supporting corporate banking relationships across multiple industries.

Greater New York City Area

Greater New York City Area

Greater New York City Area

Underwrote debt products and other credit exposure to market leading large corporations.- Performed in-depth industry, background and financial analysis including cash flow projections, liquidity analysis, key risk factors and repayment models.- Worked with corporate bankers, traders, treasury teams and other lines of business to evaluate new relationships by assessing profile, assigning risk rating and determining potential level of commitment.- Covered multiple sectors including Chemicals, Diversified Industrial, Aerospace & Defense and Airlines.

Worked with Finance professors and co-TAs to hold office hours, grade exams and quizzes, review materials with students and attend classes to evaluate participation. In springs 2013 and 2012, I worked with the undergrad intro finance, a required BSBA class with 240 students. In fall 2012 I worked with the Advanced Financial Management class, an upper level undergraduate Major requirement covering corporate finance, and with the intro MBA Finance class.

Performed annual term loan and ACH reviews for business clients by reviewing company background, financials and payment history. In addition, I provided support through spreading financial statements for small sized private companies, tested financial covenants and worked closely with loan officers on resolving any issues found.

Weston, Ma

Worked under the Director of Global IT Effectiveness in Portfolio Managment Office. I coordinated with Portfolio Managers to create a set of financial planning and reporting tools. Using Excel and VBA code, I made workbooks to automate monthly reporting, portfolio snapshots, individual project planning and CapEx requirement gathering.

Http://Redwoodinv.Com

Worked on their client database on salesforce.com to update and organize their data to assist with client relations. Company is a boutique investment firm in Boston serving both private and institutional clients.

Researched companies in the alternative energy and defense sectors for evaluation on qualification for state government grants focused on increasing employment opportunities in the state. Created reports and excel spreadsheets on companies attending trade shows.

Bsba, Finance And Chemistry

Activities and Societies: Co- President of Washington University Student Investment Fund; VP, Secretary of Circle K community service.

Education record

Activities and Societies: Co-Founder of Stock and Finance Club, President of Jewish Student Union, Chem Lab Assistant, Community Service.