resume(final)
TRANSCRIPT
Martin English II 9722 St. Barts Lane Huntersville, NC 28078
EDUCATION UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE Charlotte, North Carolina Bachelor of Science in Business Administration, Major in Finance, May 2015 Cumulative GPA of 3.0 Dean’s List Fall 2011; Fall 2013
PROFESSIONAL EXPERIENCE B2R Finance Charlotte, NC Sales Analyst Oct 2015-Dec 2015 Gather, organize, and analyze data for initial loan structuring and pricing including property values, area
demographics, and leasing and market data Prepare term sheet and loan application for the customer, providing them with the accurate interest rate spreads
according to market conditions and in-house rates Throughout the origination process, provide a constant professional point of contact with the account executive and
the origination team Efficiently navigate and use designated Excel macros to evaluate the clients real estate investment portfolio and
determine whether we can provide the client with the desired loan amount
Wells Fargo Charlotte, NC Audit Services Intern June 2014-August 2014 Take part in testing during the fieldwork stages of the audit process in order to ensure compliance with Wells Fargo
regulations and US regulations Study the specific business practices of the Wells Fargo Community Banking team in order to protect Wells Fargo’s
assets and determine if the companies risk management, systems of control, and governance of processes are functioning as intended
Familiarize myself with the lines of business within Wells Fargo in order to effectively audit the business and mitigate the appropriate risk
Learn the fundamentals of internal audit with a strong training curriculum in both classroom and project settings
TIAA-CREF Charlotte, NC Wealth Management Intern Oct 2012 – May 2014 Facilitate team meetings by discussing changing standard of procedures with team to build efficiency Find which high net worth clients are not assigned to advisors with a goal of creating a higher percentage of clients
engaged with a wealth management advisor Team assigned over 26,000 clients to a Wealth Management book of business in the year 2013 Research advisors from competing firms to find which would fit into the TIAA-CREF atmosphere Organize wealth management teams contact numbers with clients using pivot tables in excel so each team’s
performance can be evaluated efficiently Use Siebel to create and update external contact profiles for greater stored client knowledge for advisors
ADDITIONAL SKILLS Experienced in handling customer complaints efficiently and with great importance Able to excel in stressful environments to accomplish projects before deadlines Skilled in Microsoft Office applications of advanced Excel, Power-point, Word, Outlook Quick and eager to learn new skills to be a greater asset to any company I am with
INTERESTS Research stocks and investments by looking at financial statements, current news reports, and market trends Take the lead in religious preaching and teaching work by presenting researched information and conversing with
unfamiliar individuals in a variety of settings Joining teams and leagues to play basketball, football, and golf Traveled to Italy, France, Germany, Spain, and England to experience other cultures