Jonah Levy Email & Phone Number

Dallas, Texas, United States

- Responsible for underwriting Propeties of all asset classes as they come through the office from start to finish- Assist in monitoring of foreclosure lists and NPLs- Research lenders and assets which may be entering distress

College Station, Texas, United States

College Station, Texas, United States

- Serving as a host for the Board of Regents at Texas A&M- Assist Regents whenever they require it, ensuring their needs are met- Offer feedback regarding Texas A&M as a whole when requested, helping the Regents to keep in touch with the student body

Dallas, Texas, United States

- Analyzed commercial inspections and guarantor financials on live projects- Took initiative and took on Debt and Equity work in addition to my intern workload- Brainstormed, developed, and presented a solution for an operations time management issue

Dallas, Texas, United States

- Researched transportation industry trends to understand client needs to develop and enhance solutions- Learned and executed best practices in data exploration, analysis, and visualization- Supported building a framework for analyzing customer trends, and identified ways to improve business tactics and modeling. - Analyzed current processes and workflows; was a part of a project team offering solutions to increase efficiency and productivity.- Performed initial financial analysis and stress tests on new loan opportunities in coordination with the supervisor.- Assisted in negotiating and structuring term sheets.- Assisted in loan closings as needed.- In conjunction with the credit department, obtained and analyzed financial, credit, and collateral data to evaluate the current commercial real estate loan portfolio- Monitored Borrower business plans vs. actuals, loan draws, and sales and/or leasing velocity with a view toward confirming the continued financial viability of the real estate collateralizing the commercial real estate loan portfolio. - Reviewed and recommended approval of lease agreements, sales contracts, easements, collateral release, and other agreements and legal documents related to the loan portfolio.- Assisted in negotiating, underwriting, and drafting loan modifications.

Served as the Class of 2024 VP of Finance, fulfilling basic accounting and financial duties such as keeping a ledger for the class expenses and income, as well as completing all necessary paper work for maintaining class funds.

Frisco, Texas, United States

- Multiple Internships over 2 summers and a winter- Created the position by pitching it to the owners of the company (e.g., created deck, outlined value proposition, etc.)- Worked under the title of Intern but handled multiple high-level projects (e.g., ordered and managed the production and delivery of branded race cars, etc.) - Oversaw and managed multiple projects involving the release of their book (e.g., managed the process to secure promotional items for top fans, fan management, etc.) - Assisted the production team in the development and setup of YouTube videos (e.g., western set management, talent coordination, and management, etc) - Sat in on multiple calls regarding the finances of the company, as well as meetings involving partnerships and potential future investments (e.g., Chick-fil-A, Belgian Bros, etc.) - Assisted in the brainstorming and creation of Youtube content - Responsible for running and managing the Gaming division on a day to day basis- Worked directly under the owners, performed tasks for them as necessary

Bachelor Of Business Administration - Bba, Finance, General

Education record