James Gomez Email and Phone Number

• Conduct and manage all financial operations for the Delta Theta Chapter, including bookkeeping • Collaborate with the executive board to strategically allocate resources, ensuring budget utilization for activities• Orchestrated profitable merchandise fundraiser

• Completed a 9-week internship at a private equity fund specializing in mortgage debt products• Participated in underwriting residential mortgage loans, analyzing risk factors to support investment decisions.• Analyzed delinquency trends for 4000 loans and re-evaluated key metrics in our underwriting process.• Conducted After Repair Value (ARV) analysis in various MSAs for recently paid-in-full loans to assist the team in adjusting underwriting metrics, such as LTV.• Delivered weekly presentations on projects, articulating accomplishments, and demonstrating value.• Assisted in remitting data for active loans and generated reports, demonstrating attention to detail, and proficiency in managing large data sets.• Conducted property site visits to verify renovation progress and produced reports to ensure alignment with project status.

• As captain, I led a team of 7 to complete and present the Pep+ case study initiative effectively• Participated in weekly career development sessions led by some of PepsiCo’s strongest leaders• Developed leadership skills, to prepare for high productivity and performance in the workforce

• Worked with the New York International Group, a wealth management team based in New York and Miami servicing new and existing clients with a minimum of $5M liquidity • Coordinated and participated in quarterly client reviews, also preparing Personal Wealth Assessment (PWA)• Collaborated with wealth advisors, client associates, and a variety of home office personnel while researching specific client requests

• Performed consultations with clients prior to Doctor’s examination• Communicated the course of action for the patient upon the Doctor’s exam with clients• Effectively trained new co-workers to complete required daily processes • Underwent comprehensive training on evaluating and assisting in emergency situations• Collaborated with co-workers in constant upkeep for boarding and hospitalized patients