Jared Cole Email & Phone Number

Brookfield, Wisconsin, United States

Analyze and mitigate credit risk in the portfolio within the MKE region and directly manage a portfolio of clients.Work in partnership with the Commercial Banking Team (CRE emphasis) managing client activity and relationships as well as new opportunities related to the team's prospecting efforts.Joint and independent calling in prospecting new relationships for the Bank by building external relationships with COIs, community and networking organizations.

Madison, Wisconsin, United States

Responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.Work closely with the… Show more Responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.Work closely with the commercial lending team, including our credit analysts, commercial lenders, chief credit officer and other members of senior management. Show less

Madison, Wisconsin, United States

Madison, Wisconsin Area

Input financial statement data into company software and analyze to determine the credit worthiness of existing and prospective commercial clients. Prepare Cash Flow worksheets to demonstrate borrower's ability to repay loans. Gain exposure to the commercial loan approval process by completing credit presentations and memos (which are used to approve new loans, renew existing loans, or report losses and/or covenant violations) for Loan Approval Committee.

Madison, Wisconsin Area

Worked as an Administrative Support student who troubleshoots IT problems, manages inventory, and scans/indexes invoices, purchase orders, and receipts.

Madison, Wisconsin Area

Madison, Wisconsin Area

Waunakee, Wisconsin

Managed the activity of inventory through a database and excel spreadsheeting. Worked individually as well as in a team to prioritize our inventory based on activity levels

Bachelor Of Business Administration - Bba, Finance, Real Estate, Alumni

Graduated from Edgewood College in December 2020 with a degree in Finance.

Bachelor Of Business Administration - Bba, Finance, General

Activities and Societies: Intramural Sports, FBLA-PBL, National Society of Leadership and Success (NSLS) I studied two years.