Bachelor of Science in Business Administration

CREDIT UNDERWRITING ANALYST

• Review and underwrite consumer and commercial credit applications that are not automatically approved or declined by automated decisioning system. Work within defined credit policies to ensure accurate decisions, lessen fraud risk, and mitigate risk exposure.

• Ensure compliance with Patriot Act, sponsor bank, card brand, and company policies

• Provide quality customer service in a timely manner while working in a multi-client environment with multiple system applications

• Analyze and interpret business financials (Profit and Loss, Balance Sheet) for high-risk accounts to determine liquidity, solvency, and profitability. Complete large-scale portfolio reviews and submit to upper management depending on established risk level

• Complete weekly and monthly reports for management on productivity, approval rates, portfolio reviews, etc

PI BROKERAGE INVESTMENTS PROFESSIONAL   SEPTEMBER 2019-AUGUST 2020
• Execute foundational requests, develop business acumen regarding investment and retirement services, facilitate incoming rollovers and transfers from other brokerage institutions

• Enhance communication skills and lead with empathy and solutions-oriented mindset to help clients understand their accounts

• Implement data driven solutions to solve complex problems pertaining to security of accounts, business strategy, CX experience

Enhance communication skills and lead

• Created financial plans for a new client each week with accuracy and attention to detail. Reviewed them with advisors

• Assisted advisors in the various stages of the financial planning process

• Reconciled 15 accounts each day and oversaw portfolio administration

• Managed and executed daily trades

• Programmed and generated 35 quarterly investment reports at month's end

FINANCE INTERN

• Managed the register and handled daily monetary intake and inventory functions

• Maintained clean, stylish and organized appearance of both the boutique and myself to exceed customer expectations

• Handled customer inquiries and complaints with professionalism and meticulous attention

FRANCESCA'S, SALES/STYLIST

Find out detailed information about Madison Reid, CREDIT UNDERWRITING ANALYST in Boulder, CO

Madison Reid: CREDIT UNDERWRITING ANALYST in Boulder, CO

Madison Reid

GLOBAL PAYMENTS

VANGUARD

FINANCIAL SYMMETRY, INC

FRANCESCA'S, SALES

NORTH CAROLINA STATE UNIVERSITY, POOLE COLLEGE OF MANAGEMENT