Leonardo V.

Leonardo V. Email and Phone Number

Senior Credit Analyst, Assistant Vice President @ Sunrise Bank
cocoa beach, florida, united states
Leonardo V.'s Location
Orlando, Florida, United States, United States
About Leonardo V.

I am eager, motivated, and goal-oriented. Everything I do is done with confidence and attention to detail. I come from a multicultural background that allows me to adapt to different situations. As a result, I feel comfortable working in fast-paced environments where efficiency is the key to success.

Leonardo V.'s Current Company Details
Sunrise Bank

Sunrise Bank

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Senior Credit Analyst, Assistant Vice President
cocoa beach, florida, united states
Website:
surgi-tec.com
Employees:
86
Leonardo V. Work Experience Details
  • Sunrise Bank
    Senior Credit Analyst
    Sunrise Bank Oct 2022 - Present
    Orlando, Florida, United States
  • Southstate Bank
    Ble Underwriter Admin Ii
    Southstate Bank Jun 2021 - Oct 2022
    Orlando, Florida, United States
    • Analyzed an average of 35 loans per week, reviewing and assessing business and personal credit reports, proposed collateral, completing cash flow analysis, and determining whether the loan fits within the BLE policy parameter of approval. • Exercised loan approval authority for a plethora of loans of different nature within the threshold of $350K based on financial fundamentals and BLE policy requirements. • Coordinated post-approval communication between the loan officers and the closing team to ensure that the final documents are accurate, assuring a closing rate of two days.
  • Centerstate Bank Mortgage
    Commercial Underwriter
    Centerstate Bank Mortgage Sep 2019 - Oct 2022
  • Reunion Bank Of Florida
    Credit Analyst
    Reunion Bank Of Florida May 2018 - May 2019
    Port Orange, Florida
  • Stetson University
    Roland George Investment Program Portfolio Analyst
    Stetson University Jan 2016 - May 2018
    Deland
    • Manage a $3.5 million portfolio made up with a diversify selection of stocks and bonds • Create reports by collecting and analyzing the economic and financial environment surrounding a stock or a bond to determine the proper investment • Examine data using Excel and Solver in order to identify investment patterns• Analyze the portfolio’s performance using different resources such as Bloomberg, Reuters and Morning Star• Forecasting data to determine the possible movements of the market that could affect the portfolio• Address meetings with the Roland George Investment trustees to propose new stocks or bonds for the portfolio
  • Stetson University
    Spanish Tutor
    Stetson University Sep 2015 - May 2018
    • Teaching approximately 200 students per semester with different levels of knowledge how to improve their understanding of the Spanish language and how to better utilize it for practical usage• Assessing student’s abilities, and then teaching them new techniques to ease their learning processes• Coordinating group activities that provide support and increase student’s overall learning outcomes • Utilizing communication skills to develop strong, personal connections to students, resulting in an increase of positive referrals of students requesting after office hours and weekend appointments
  • Bankers Life
    Life Health Insurance Agent
    Bankers Life Jun 2017 - Oct 2017
    Daytona Beach, Florida Area
    • Arranged and conduct over 10 appointments per week to sell a wide variety of products including annuities, life, and health insurance• Collaborated with colleagues to set and facilitate appointments to assist our Spanish-speaking clients• Effectively networked with clients, current, and prospective to build relationships and referrals promotion• Educated clients in regard to Medicare, Life insurance and annuities to ensure they were aware of their options and entitlements per contractual obligations

Leonardo V. Skills

Microsoft Excel Social Media Microsoft Office Microsoft Word Spanish Communication Leadership Economics Public Speaking Finance Microsoft Powerpoint Business Statistics Bloomberg Thomson Reuters Eikon Morningstar

Leonardo V. Education Details

Frequently Asked Questions about Leonardo V.

What company does Leonardo V. work for?

Leonardo V. works for Sunrise Bank

What is Leonardo V.'s role at the current company?

Leonardo V.'s current role is Senior Credit Analyst, Assistant Vice President.

What schools did Leonardo V. attend?

Leonardo V. attended Stetson University, Stetson University.

What skills is Leonardo V. known for?

Leonardo V. has skills like Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Spanish, Communication, Leadership, Economics, Public Speaking, Finance, Microsoft Powerpoint, Business Statistics.

Who are Leonardo V.'s colleagues?

Leonardo V.'s colleagues are Moon Ghimire, Alyson Bass, Sue Eastling, Kay Howell, Jessica Morales, Poonam Bhandari, Angela Watson.

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