Jason Grass Email and Phone Number
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I specialize in financial statement analysis and am highly proficient in Excel. I have a good understanding of time management that allows me to meet deadlines while working on several projects simultaneously. I am always looking to expand my knowledge and experience, both at work and outside of work.
U.S. Bank
View- Website:
- usbank.com
- Employees:
- 59540
-
Portfolio ManagerU.S. Bank Mar 2016 - PresentPortland, Oregon* Manages the growth of a portfolio of commercial credits, including underwriting and risk management processes.* Oversees pricing strategies of the portfolio to ensure appropriate pricing for credit risk incurred, while meeting the bank's profitability objectives.* Analyzes complex market forces and anticipates impact of changes in the economic environment.* Keeps apprised of political and regulatory issues to determine their impact on the specific industries or clients.* Responsible for implementing relationship strategies and cross-selling U.S. Bank services, satisfying customer needs through a full array of services. -
Portfolio ManagerU.S. Bank Nov 2014 - Mar 2016Greater St. Louis Area* Manages the growth of a portfolio of commercial credits, including underwriting and risk management processes.* Oversees pricing strategies of the portfolio to ensure appropriate pricing for credit risk incurred, while meeting the bank's profitability objectives.* Analyzes complex market forces and anticipates impact of changes in the economic environment.* Keeps apprised of political and regulatory issues to determine their impact on the specific industries or clients.* Responsible for implementing relationship strategies and cross-selling U.S. Bank services, satisfying customer needs through a full array of services. -
Credit AnalystU.S. Bank Mar 2012 - Nov 2014Lawrence, Kansas Area* Conduct extensive credit analyses on existing and prospective customers prior to recommending a credit decision* Conduct specialized analyses and prepare specialized reports on loan quality and based on those analyses provide advice and make recommendations to management* Perform economic and industry analyses, financial projections, and risk assessments.* Personally responsible for monthly, quarterly, and annual monitoring and analysis of a $70 million commercial and commercial real estate loan portfolio -
Portfolio Monitoring AnalystUs Bank Jan 2010 - Mar 2012Overland Park, Ks• Prepare historical financial statement spreads, Quarterly Trend Analysis reports, and financial projections using industry standard software• Measure, monitor, and test financial covenants as specified within credit approval documents• Read and interpret relevant credit approval requirements to accurately input monitoring requirements and covenants into a standard compliance monitoring system• Averaged 7.2 spreads/day and completed 3,369 total items for the 2011 year compared to the department average of 3.0 spreads/day and 1,278 total items completed• Completed Omega Training January 2011 -
Staff AccountantChaumette Vineyards & Winery, Villages At Chaumette May 2008 - Aug 2008• Use QuickBooks Premier Edition 2007• Enter account payables, account receivables, & journal entries into QuickBooks• Perform account reconciliations• Perform Escrow draws with a title company
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Office Assistant / Administrative AssistantUniversity Of Central Missouri Aug 2005 - May 2008• Oversee all activities of the residence hall front desk• Manage the funds of the desk• Communicate effectively with students, parents, adults, and faculty/staff to provide the information/direction needed• Organize and distribute mail• Answer the phone promptly and respectfully -
Account ControllerState Street Jun 2007 - Aug 2007• Processed up to six security portfolios for Lord Abbett & Co• Recorded and reconciled all cash and trade transactions for up to six portfolios daily• Assembled monthly reports for the investment securities client• Verified and sent the price of funds to NASDAQ which were published for investors -
Buser / ServerCrown Pointe Golf Club & Restaurant Apr 2002 - Dec 2006• Monitor and clear tables• Communicate effectively with customers and manager
Jason Grass Skills
Jason Grass Education Details
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University Of Central MissouriFinance Concentration -
University Of Central MissouriBusiness Administration, Finance Major
Frequently Asked Questions about Jason Grass
What company does Jason Grass work for?
Jason Grass works for U.s. Bank
What is Jason Grass's role at the current company?
Jason Grass's current role is Portfolio Manager at U.S. Bank.
What is Jason Grass's email address?
Jason Grass's email address is ja****@****ank.com
What is Jason Grass's direct phone number?
Jason Grass's direct phone number is +181680*****
What schools did Jason Grass attend?
Jason Grass attended University Of Central Missouri, University Of Central Missouri.
What are some of Jason Grass's interests?
Jason Grass has interest in Health, Animal Welfare, Science And Technology, Economic Empowerment.
What skills is Jason Grass known for?
Jason Grass has skills like Credit, Finance, Banking, Credit Analysis, Financial Analysis, Commercial Banking, Account Reconciliation, Portfolio Management, Financial Statements, Financial Statement Analysis, Accounts Receivable, Time Management.
Who are Jason Grass's colleagues?
Jason Grass's colleagues are Jolanta Franco, Brian Walsh, Dave Bales, Manish Kumar, Kaley Aguirre, Tyanna Weaver, Karime Gonzalez.
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Jason Grass, CPA
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