John Lee Email & Phone Number

Inver Grove Heights, MN, US

St Paul, Minnesota, United States

St Louis Park, Minnesota, United States

• Analyzed companies/industries by conducting complex credit/financial investigations for senior management.
• Wrote annual reports and evaluate loan products in the Technology and Commercial & Industrial portfolio.
• Researched and audited commercial real estate compliance/covenants quarterly reporting.

Minneapolis, Minnesota

• Streamlined a complete and accurate financial deal package for credit underwriters.
• Evaluated clients’ credit profile using credit reports, commercial lending data and risk management resources to screen potential risks.
• Reviewed financial statements and assist with customer requests, quote pricing structures/runs and doc requests for funding.

Minneapolis, Minnesota

• Examined appraisals/underwriting inquiries and set up new requests or follow ups for the team to investigate.
• Researched, analyzed data and resolved discrepancies in appraisals to ensure successful loan closure deadlines.
• Remediated high escalation requests through corrective reconciliation actions to identify, develop, and implement procedures to ensure compliance and quality control.

Saint Louis Park, Minnesota

• Generated marketing strategies for local and national events such as St. Jude Walk/Run to End Childhood Cancer, St. Jude Ride MN Major and Grandma’s Marathon.
• Processed event sponsorships requests through letters, and correspond efficiently via email/phone with vendors, sponsors, and potential donors.
• Managed social media, emails, telemarketing, and Customer Relationship Management systems to advertise the St. Jude Brand and fundraising events.

Minneapolis, Minnesota

• Trained new employees on strict security procedures and protocols on effective deescalating tactics.
• Processed reports pertaining to incidents that occurred and enforced policy guidelines to ensure a functional safe environment.
• Executed requests from dispatch and provided exceptional customer service to the U of M campus.

Minneapolis, Minnesota

• Designed engaging lesson plans to improve students’ literacy based on each mentees’ assessments and carry out follow ups to ensure efficiency through one on one mentoring.
• Collaborated with 4-5 mentors to process effective activities that emphasized the importance of physical and health development.
• Consulted with mentees ages 9-14 through semi-weekly meetings to open the floor for any improvements and encouraged them to continue to keep striving for higher education.

Saint Paul, Minnesota

• Facilitated and assisted with school workshops for youth 13 and younger on the significance of higher education
• Implemented outdoor recreational exercises/activities to highlight the importance of maintaining a healthy lifestyle
• Managed and recorded breakfast/ lunch system for youth ages 6-14