Luke Ericksen Email & Phone Number

Chicago, Il, Us

Northbrook, Illinois, United States

Lake Forest, Illinois, United States

Trained and led new Analyst's in Wintrust's Credit Academy Program in the Lake Forest Charter. The Analysts provide underwriting and credit support for Wintrust's middle market clients.Oversaw and provided routine credit training for C&I, CRE and niche lending.Provided continuous feedback to analyst to improve Credit and Banking skills during their six month rotation.

Lake Forest, Illinois, United States

Completed Underwriting and Due Diligence for Middle Market Companies (Revenues $3MM to $100MM) in credit transactions in transactions from $250K to $200MM.Assisted Lenders in structuring transactions in order to find solutions that work for the borrower and bank.Experience in Capital Call Financing (Subscription Financing).Experience in leverage lending and cash flow dependent transactions.Created dashboard reports to share with lenders and credit team to help track the bank's… Show more Completed Underwriting and Due Diligence for Middle Market Companies (Revenues $3MM to $100MM) in credit transactions in transactions from $250K to $200MM.Assisted Lenders in structuring transactions in order to find solutions that work for the borrower and bank.Experience in Capital Call Financing (Subscription Financing).Experience in leverage lending and cash flow dependent transactions.Created dashboard reports to share with lenders and credit team to help track the bank's portfolio.Trained and Mentored new credit analysts ensuring adherence to the Bank's credit policy and procedures.Partnered with corporate teams to ensure smooth rollouts of technology and tools to the business line would be smooth and effective. Show less

Greater Chicago Area

Orland Park

Risk Analyst in Ally Dealer Financial Services.Performed annual renewals of wholesale (floorplan) credit linesUnderwrote new client loan requests including floorplan credit line, real estate loans, and working capital loans.Analyzed customer financial information to assess credit riskWorked with customers to obtain and verify financial informationAdhered to strict company policies and proceduresAssisted other teammates and branches with complex renewals when… Show more Risk Analyst in Ally Dealer Financial Services.Performed annual renewals of wholesale (floorplan) credit linesUnderwrote new client loan requests including floorplan credit line, real estate loans, and working capital loans.Analyzed customer financial information to assess credit riskWorked with customers to obtain and verify financial informationAdhered to strict company policies and proceduresAssisted other teammates and branches with complex renewals when requested.Partnered with other departments to solve customer questionsLed the office employee engagement committeeMentored multiple interns Show less

Chicago, Illinois

Senior Team Lead (April 2017 - April 2018)Led daily store operations ranging from truck unload, price changes, and employee assignments.Managed payroll based on sales and other company forecasts.Handled any escalated customer concerns in timely and appropriate manor.Store Key holder responsible for opening and closing the store adhering to strict company procedures.Trained new team leaders and team membersSigning Specialist (June 2015 - May… Show more Senior Team Lead (April 2017 - April 2018)Led daily store operations ranging from truck unload, price changes, and employee assignments.Managed payroll based on sales and other company forecasts.Handled any escalated customer concerns in timely and appropriate manor.Store Key holder responsible for opening and closing the store adhering to strict company procedures.Trained new team leaders and team membersSigning Specialist (June 2015 - May 2017)Electronics Team Member (November 2011 - June 2015) Show less

Risk Intern - Ally Dealer Financial ServicesUnderwrote dealer wholesale credit line renewals. Worked with customers to obtain financial information.

Bachelor Of Science (Bs), Finance

Education record