Kale Ivy Email & Phone Number

Mckinney, Texas, United States

Analyzes business and individual financial information in order to evaluate and understand key drivers of revenues, profits, liquidity, capitalization, collateral value, asset quality and risk rating.Coordinates and assist with risk rating assessments on larger commercial loans across various business lines.• Generates spreads and financial ratios, using computer programs, to evaluate customers’ financial capacity.Handles interactions with lending staff, credit partners and management as well as independently addresses low to moderately complex matters.Updates and monitors new and existing loan covenants, testing them when appropriate.

Durant, Oklahoma, United States

Uploaded loan transactions accurately and timely to the core loan accounting system in accordance with approved request, policies and procedures.Ensured accurate and timely file maintenance and/or adjustments of loan data in core loan accounting system.Processes daily and monthly reports generated from CORE loan accounting system and other reports as designated.Assisted internal customers with various loan maintenance inquiries.Funded new loans, renewals, and advances.

Sherman, Tx

Created and presented monthly financial reports to management teams and senior property managers to ensure met goals.Reduced property vacancies by implementing online marketing strategies on various social media andproperty networks.Ensured 100% property policy and standard compliance by sourcing and selecting various contractors to perform regular maintenance and repairs.Fostered positive relationships between clients and general contractors to drive smooth operations andinteractions.

Coordinated meeting times and agendas for daily group meetings and weekly client meetingIdentified social media marketing opportunities and created LinkedIn posts for the clientConducted research on the best practices for marketing on LinkedInApplied research by creating and delivering data presentations to project mentors/managers