U.S. Bank

•	Complete accurate and consistent financial statement spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies

•	Maintains USB’s compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers

Portfolio Monitoring Analyst

Project Destined

A remote virtual internship eight-week course with two rotations learning about market research, property analysis, valuation and deal financing while doing two separate team presentation projects competition along with having commercial mentors and professionals to help teams be successful.

CRE Virtual Intern

Inclusive City Builders Fellowship

Student Fellowship

McWHINNEY

• Researched and analyzed 10 private and public equity fund structures such as fees and returns to investors while debriefing with CFO and finance team
• Created and analyzed financial reporting via excel for Sage Hospitality, a McWhinney-owned company
• Audited 50 entities ensuring accounting fees were captured in accordance with US GAAP and company
policies
• Researched insurance companies and family offices to generate client leads for the investor relations team

Finance Intern

KPMG US

•	Participated in a 10-week cross functional internship rotating through KPMG practices of audit, tax, and advisory
•	Attended national guest speaker events and panel discussions to enhance industry knowledge
•	Developed professional skills, communication skills and teamwork skills through collaboration

Embark Scholar

KPMG Rise Master Series 

KPMG Rise Leadership Program

The Home Depot

•	Collaborated with a team of 6 to prepare online orders for over 50 customers per day ensuring accuracy, timeliness of delivery and excellent customer experience.
•	Utilized communication skills, and teamwork skills to work quickly and efficiently

Deliveries Associate

Little Man Landscaping

•	Founded a landscaping company servicing 50 clients. 
•	Generated over 30 clients leads and cultivated relationships with existing clients through outstanding and professional service.
•	Ensured client satisfaction through communication, work ethic, and attention to detail

Partner

Wishbone Restaurant

As Dishwasher and Busboy my duties consisted of maintaining a sanitary environment from cleaning dishes to cleaning tables.

Busboy/ dishwasher

Analyzing and completing accurate and consistent financial statement spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and wholesale credit policies for different business lines. Maintains USB’s compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers.

Taplio

Jorge Renteria's Linkedin Analytics

Jorge Renteria

Want to drive more opportunities from LinkedIn?

Taplio

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Jorge Renteria

Want to drive more opportunities from LinkedIn?

Jorge Renteria's Linkedin Analytics