
Jacob Mccoy
As an AVP in Institutional Credit Management at Citi, I oversee a multi-billion dollar portfolio of credit exposure... | Irving, Texas, United States
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Jacob Mccoy’s Emails ja****@us****.com
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Jacob Mccoy’s Location Irving, Texas, United States
Jacob Mccoy’s Expertise As an AVP in Institutional Credit Management at Citi, I oversee a multi-billion dollar portfolio of credit exposure to large cap publicly traded companies. I apply my time management, communication, and organization skills in order to execute the role, which includes comprehensive financial and risk analysis, develop credit memorandums, read credit agreements, make projections and quantify risk for each transaction and annual review. I predominantly collaborate with internal stakeholders to ensure compliance, due diligence, and quality control. I have more than seven years of experience in underwriting, which includes credit analysis and risk management. The first four years was in small business while the last three years has been with publicly traded companies. I have successfully passed all three CFA exams, demonstrating my proficiency and commitment in the field of finance. My mission is to leverage my CFA credential and credit risk expertise to deliver value and excellence to Citi and its clients.
Jacob Mccoy’s Current Industry Citi
Jacob
Mccoy’s Prior Industry
Esco
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Gnc
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Dutch Bros Coffee
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Riverview Community Bank
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Eqcho Capital
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Us Bank
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Citi
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Work Experience

Citi
Assistant Vice President in Institutional Credit Management
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Us Bank
Senior CRE Credit Analyst
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Bank
Senior Credit Analyst
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Bank
Credit Analyst
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Eqcho Capital
Credit Investment Analyst
Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Riverview Community Bank
Credit Analyst
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Riverview Community Bank
Credit Analyst 2
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Dutch Bros Coffee
Barista
Fri May 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Gnc
Sales Representative
Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Esco
Pattern Storage Intern
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)