Lorena Tayahua

Lorena Tayahua

Receptionist

location of Lorena TayahuaDePaul Females in Finance Initiative

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  • Timeline

  • About me

    Finance Major at DePaul University | Chair of Corporate Relations of the DePaul Females in Finance Initiative | Keeley Scholar | Diversified Industries Credit Analyst Intern @ BMO

  • Education

    • DePaul University - Keeley Center Academy

      2023 - 2024

      Selected into a two-year co-curricular program for high potential Finance major pursuing banking, capital markets, and investment management careers. Academy programing initiatives are focused on career readiness, professional development, technical competencies, interpersonal skills, and related work experience.

    • Argo Community High School

      2017 - 2021
      High School Diploma
    • DePaul University

      2021 - 2025
      Bachelor of Science - BS, Finance Finance Major & Real Estate Minor Junior

      St. Vincent DePaul Scholar

  • Experience

    • Golden Owl Insurance

      May 2020 - Feb 2023
      Receptionist

      •Managing confidential information; customer service •Organizing files; entering customer information into QQ Catalyst, an agency management system that provides operational, marketing, and sales pipeline management tools•In addition to being efficient with QQC, I kept track of the contacts that referred clients to the Brokerage

    • DePaul University

      Sept 2022 - now

      • Tutor children (kindergarten-8th grade) on developing their reading, writing and math skills• Assist teachers in organizing lesson plans and grading• Help in managing and overseeing classrooms • Supported students through their first 10-week quarter at DePaul• Strong interpersonal and communication abilities• Knowledge of educational technology and teaching methods• Effective classroom management• Shared resources at DePaul via lesson plans, and one on one meetings with students• Coordinated meetings with students and communication alerts

      • Urban Schools Initiative Service Scholar

        Sept 2022 - now
      • Chicago Quarter Mentor

        Sept 2022 - now
    • BMO Commercial Bank

      Jun 2023 - Nov 2023

      - Worked in a team of three to create credit proposal for mock $375 dividend recapitalization scenario.- Constructed a circular three-statement model and presented accompanying loan proposal with calculations for credit facilities, collateral analysis, downside breakeven scenario, and DCF. - Recognized as MVP of team. -Conducted industry research to support risk rating and approval rationale, for the purpose of loan proposals-Further developed interpersonal communication skills through recap meetings, lunch and learns, and coffee chats

      • BMO Credit Analysis Experiential Learning Competition

        Sept 2023 - Nov 2023
      • Junior Financial Analyst

        Jun 2023 - Aug 2023
    • DePaul Females in Finance Initiative

      Sept 2023 - now
      • Chair of Corporate Relations

        Dec 2023 - now
      • Governance committee

        Sept 2023 - Nov 2023
  • Licenses & Certifications

    • PowerPoint

      Wall Street Prep
      Sept 2023
    • Investment Foundations Certificate

      CFA Institute
      Oct 2023
      View certificate certificate
    • How to Finance

      Knopman Marks Financial Training
      Dec 2023
    • Excel Essential Training (Microsoft 365) (2018)

      LinkedIn
      Oct 2022
      View certificate certificate
    • FMC Level I Certification

      Adventis
      Nov 2023
    • Bloomberg Market Concepts (BMC)

      Bloomberg
      Apr 2023
    • FMC Level II Certification

      Adventis
      Nov 2023
  • Honors & Awards

    • Awarded to Lorena Tayahua
      Illinois Seal of Biliteracy State of Illinois Apr 2021