Olivia Reller Email & Phone Number

St Petersburg, Florida, United States

St Petersburg, Florida, United States

• Assisted the ESG team in the creation and revision of project plans for disclosure enhancement initiatives.
• Oversaw 10+ associates across diverse departments, honing strong project management skills with the ESG team.
• Created and maintained PowerPoint slide decks to be used by the ESG team in presenting information and progress updates.
• Analyzed over 50 corporate financial statements as a Credit Analyst at RJ Bank, assessing risk associated with credit extension.
• Utilized Excel to spread real estate and REIT financial statements for RJ Bank, calculating and analyzing essential financial ratios.
• Authored and crafted 10+ page underwriting analysis packages for bankers, leveraging the Everest platform.

Tampa, Florida, United States

• Aid clients with service-related items such as money movements and new account openings.
• Conduct fundamental research for potential investment and create quantitative models for prospective client accounts.
• Regularly maintain the firm’s daily assets under management and prepare monthly reports on the national debt.
• Supply internal reports to the investment team detailing market performance of the prior week.
• Educated and onboarded 3 new team members, including 1 special needs individual.

Tampa, Florida, United States

• Aid clients with service-related items such as money movements and new account openings.
• Conduct fundamental research for potential investment and create quantitative models for prospective client accounts.
• Regularly maintain the firm’s daily assets under management and prepare monthly reports on the national debt.
• Supply internal reports to the investment team detailing market performance of the prior week.
• Educated and onboarded 3 new team members, including 1 special needs individual.

Tampa, Florida, United States

• A university sports club where I played defense and mid-field positions.
• Advised the president and vice president in making financial decisions and oversee the use of the club budget.
• Worked with other members of the officer board to manage the lacrosse team and make executive decisions.

Naples, Florida, United States

• Responsible for spreading various forms of financial statements from companies and individuals into a consistent and readable format using the banks spreading software Credit Quest.
• Assist loan underwriters in condensing 40-page industry reports into 2-3 paragraph summaries for underwriting packages.
• Analyze financial information and credit data of companies and individuals making loan requests to determine potential risk to the bank.
• Research and review properties to assess and generate an appropriate estimated value for underwriting packages.

Naples, Florida, United States

• Promote golf pro shop sales and provide valuable customer service.
• Process credit card transactions and bill member accounts.
• Responsible for checking in golfers and assisting members in tournament and tee-time reservations.
• Assisted in the training of brand new staff.

Naples, Florida Area

• I recruited contractors and ensured legal and contractual compliance of those companies as well as assisted in the training of brand-new staff in the area of contractor recruiting.
• I maintained and organized contractor records using Microsoft Excel.
• After completing an internship with NEST through the National Academy Foundation (NAF) program at Barron Collier High School, I was hired as a part-time employee.

Naples, Florida, United States

• I recruited contractors and ensured legal and contractual compliance of those companies as well as assisted in the training of brand-new staff in the area of contractor recruiting.
• I maintained and organized contractor records using Microsoft Excel.
• After completing an internship with NEST through the National Academy Foundation (NAF) program at Barron Collier High School, I was hired as a part-time employee.