Maxwell Wehrle
Omaha,NE
Overview
4
4
years of professional experience
Work History
Portfolio Analyst
Provide
03.2022 - Current
- Conducted credit risk assessment of approximately 6-8 business and commercial real estate acquisition loans per month by conducting thorough financial statement analysis.
- Conducted credit risk assessment of approximately 6-8 startup loans per month by projecting cash flow.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions.
- Identified potential problem loans early on through ongoing monitoring activities, enabling prompt remedial actions when needed.
- Supported the sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
Credit Analyst
Arbor Bank
11.2020 - 03.2022
- Assessed credit risk and performed financial statement analysis of real estate and C&I commercial loans.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Demonstrated a high level of proficiency in various types of financial statements including audit reviewed, company prepared, and tax returns.
- Completed annual reviews of commerical loans by analyzing up to date financial statements, and ensuring covenants have been maintained.
- Prepared credit action presentations with lenders, to be presented to upper management and executive teams for loan recommendations.
Finance and Accounting Intern
GreenSlate
08.2020 - 11.2020
- Prepared monthly closings by creating journal entries and reconciling accounts.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
- Completed balance sheet reconciliations and profit and loss statements with high accuracy.
Project Management Intern
GreenSlate
05.2020 - 08.2020
- Worked with senior project manager to assist with quality control and financial analysis.
- Assisted project manager by tracking, organizing and analyzing project financial information.
- Gained experience with financial statement analysis relevant to the field of real estate development.
- Assisted with hands-on quality control for the development of the Blackstone Hotel Project.
Education
Bachelor of Science in Business Administration - Finance
Creighton University, Heider College of Business
Omaha, NE12.2020
Timeline
Portfolio Analyst
Provide
03.2022 - Current
Credit Analyst
Arbor Bank
11.2020 - 03.2022
Finance and Accounting Intern
GreenSlate
08.2020 - 11.2020
Project Management Intern
GreenSlate
05.2020 - 08.2020
Bachelor of Science in Business Administration - Finance
Creighton University, Heider College of Business
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