Jt Taylor Email & Phone Number

Colorado Springs, Co, Us

Colorado Springs, Colorado, United States

Analyst:-Decisioning and Analyzing different Credits Large/Small. Including financial consolidation analysis.-Credit Lines and Real Estate Loans.-Using nCino and Salesforce to make Credit Decisions. -Trend Analysis using Moody’s Analytics and nCino spread analysis. - Debt Verification.-Yearly Financial Updates.-Microsoft Excel: Cash Flow Projections, Enterprise Budgets, PITI Calculations, NRVs, chattel collateral etc…-Utilizing Microsoft office for emails, notes, chats, meetings.

Yankton, South Dakota, United States

Account ManagementCustomer Experience:-Verified Bank Statements -Deposit Checks-Answered Customer’s specific questions.-Organized a Customer Event (Ice Cream at a County Fair).Specialist:-Verified Assets and Liabilities through multiple states UCC sites and Credit Bureaus.-Renewals for Lines of Credit-Worked with my teammates to plan and execute a company training.-Utilized Microsoft OneNote to save processes and speed up my work.-Navigated Salesforce for customer profiles and looking at reports.

Albuquerque, New Mexico, United States

My role as an intern at Farm Credit of New Mexico: -Organized the Customer list and made sure all the addresses were correct for all the customers using Microsoft Excel.-Interviewed a specific Customer and highlighted that customer to the Executive Team using video and PowerPoint.-Worked with the other interns in presenting an idea for helping the company be more relevant in the future.-Learned and Studied how Chattel and Real Estate Appraisals work.- Comprehensive look at Company’s Credit Standards.

Laramie, Wyoming, United States

81252, Westcliffe, Colorado, United States