Stephen Thaxter

Experience

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  Pinnacle Associates

  May 2019 - Oct 2019

  Equity Research Analyst

  - Created investment valuation models and analyzed financial statements for portfolio managers. - Prepared reports and projections on financial status of various companies and industries.- Conducted in-depth research on past, current, and future financial performance of companies. - Assisted Senior Analysts, e.g., reconciling client accounts, financial planning, and research.- Attended industry conferences, and presented reports on select company profiles.

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  The Cape Cod Five Cents Savings Bank

  Nov 2019 - Sept 2020

  Financial Services Representative Supervisor

  - Advise customers on the Bank’s CDs, IRAs, deposit accounts, and consumer loan products based on individual financial needs. - Responsible for balancing entire branch every day. This duty involves the management of over $300,000 in cash and deposits. - Active NMLS (Nationwide Mortgage Licensing System & Registry) ID #1963205- Responsible for originating Mass Save HEAT Loans and processing Home Equity Lines of Credit. - Perform banking transactions including: opening accounts, processing deposits and loan payments, verifying cash and endorsements, check cashing, and money orders. - Provide excellent customer service with daily transactions, inquiries, and problem resolution.- Comply with all required banking regulations, guidelines, and policies. Show less

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  Radius Bank

  Sept 2020 - Mar 2021

  Financial Operations Associate

  - Responsible for loan servicing and onboarding, as well as bank-wide case management and analysis. - Manage $1,000,000+ in check deposits, loan payments, and mobile deposits. - Develop and maintain strong relationships with clients and support staff.

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  LendingClub

  Mar 2021 - Nov 2021

  Finance Administrator

  - Assist with documentation and lease operations of LendingClub Bank Equipment Finance Department.- Manage the booking process for all leases/loans.- Ensure all leases/loans are booked correctly on Lease Plus Software by properly understanding and applying all terms of the lease/loan.- Review and apply daily cash postings and disbursements.- Monitor portfolio payments and delinquency.