Sage Robertson Email & Phone Number

Clearwater, Fl, Us

St Petersburg, Florida, United States

Underwrote new loans in the amount of $10MM - $100MM throughout various industries which include:Subscription Lending, Loan Funds, Tax-Exempt, Energy, Healthcare, Equipment Finance, and Power &InfrastructureAnalyzed and reviewed up to 25 existing portfolio loans on a quarterly basis to ensure covenant compliance,appropriate financial performance, and suitable internal loan grade, provided suggestions for therecommendation based on findingsResponsible for analysis of the three financial statements, collateral, covenants, and forecasting to be used in the approval process

Oversight of a 30-person team actively investing over $1 millionMet weekly with faculty advisors and shared quarterly performance with advisory boardSteered members towards achieving value-investing goals based on our Economic OutlookResponsible for recruitment and orientation of prospective new student members

Spearheaded first Interns for Social Good Initiative, using Excel to improve a non-profit’s efficiencythrough run rate analysisForecasted a new branch opening case based on an optimized location analysis and calculated IRR, NPV, and payback period to provide recommendationCompleted over 20 hours of professional development training through various workshops

New Bremen, Ohio

Rotating Internship to nine departments: Marketing and Data Analytics, Internal Audit, SAP Group, Branch Operations, Credit Collections, Branch HR, Crown Credit, Accounts Receivables, and Tax. Cleansed thousands of rows of imperfect dataAssisted in an external audit by providing needed documentation Spent three days conducting an internal audit of a branch locationUpdated credit limits for a new software systemInvestigated unclear dispute codes provided by employees for customer issues and updated to reasonable categoriesFiled a State Commerce tax return