Jared Stevenson Email & Phone Number

Analyze 30+ companies’ financial profiles daily to determine approval of $10-$300K in funding per company; analyze bank statements, balance sheets, P&Ls, tax forms, etc.Decide pricing level based on credit worthiness. Conduct merchant interviews prior to funding.

Remote

Analyze 20+ companies’ financial profile daily to determine approval of $40-$600K in funding per company; review thousands of bank statements, P&Ls, tax forms, etc.Worked with management to set up SOP for all large filesWrote training material for other underwriters to help each underwriter lower risk of each fileWork closely with sales partners to find.

• Analyze 10+ companies’ financial profile daily to determine approval of$10-$300K in funding per company; review thousands of bank statements,P&Ls, tax forms, etc.
• Spread companies financials to determine pricing and credit worthiness

Orem, Utah, United States

• Help student understand basics of mathematics necessary to prepare them tothrive in future career goals
• Teach practical finance to prepare for important life events such asretirement, mortgage, and other large purchases

• Analyzed 3+ companies’ financial profile daily to determine approval of $10-$300K in funding per company; reviewed thousands of bank statements, P&Ls, tax forms, etc.
• Underwrote over 1,500 companies, representing aggregate loans of ~$80M
• Processed the most deals and evaluated the largest opportunities within the entire company
• Negotiated total funding potential on behalf of underwriting team and sales organization when acting as interim team lead

Greater Salt Lake City Area

• Performed regression analysis to predict optimal locations for consumer products company market expansion
• Ran profitability analysis to help high-end print shop appropriately price their products to maximize profit
• Analyzed retail store expenditures to increase efficiency in spending and increase profitability
• Recommended next steps and presented findings to key decision makers

• Designed and implemented client retirement plans by leveraging investment strategies via mutual funds, bonds, stocks, and annuities
• Educated customers on their investment options and helped them overcome concerns with investing to prepare them for retirement

• Received three MVP awards for top service representative
• Facilitated transactions of stocks, mutual funds, and options for high net worth individuals

Master, Finance

Bachelor'S Degree, Economics