Jade Sewell

Builds rapport with Relationship Managers and banking partners, provides loan support, manages past due covenants and loan maturities, and trains staff on bank systems including Salesforce and nCino.

Coordinates loan documentation, prepares and reviews loan documents, conducts closings, manages construction loan records, and assists with past due reports and loan modifications.

Supported 11 relationship managers across 19 states by analyzing financials, underwriting loans, monitoring covenant compliance, and completing portfolio reviews and audits.

Integrated loan portfolio into TouchPoint system, trained co-workers, reviewed loan files for audits, and monitored borrower financial performance.

Performed data entry in Access and Excel, inspected books for condition, and assessed library holdings.

Helped set up a new store and provided customer service.

Created Excel workbooks integrating J.D. Edwards data, performed data entry, and assisted with quality control and accounting tasks.

Grade: 3.236

Activities and societies: Critical Leadership Skills, Business Writing and Rhetoric, Corporate Finance, Financial Markets and Institutions, Corporate Financial Reporting, Financial Institution Management, Investment and Portfolio Management, Applied Business Finance

Bachelor of Science in Business Administration with an emphasis in Finance, graduated in May 2008.