Jordyn Beynon
Associate Portfolio Analyst at Live Oak Bank | MBA Candidate + Graduate Certificate Student in Business Analytics & AI Applications @ East Carolina University
- Role
- Associate Portfolio Analyst, Sbb at Live Oak Bank
- Location
- Wilmington, US
- LinkedIn followers
- 500 followers
About Jordyn Beynon
Associate Portfolio Analyst at Live Oak Bank, America’s Small Business Bank and the…
Experience
Associate Portfolio Analyst, Sbb
Jun 2025 — Present
Manages a portfolio of 85+ loan borrowers concentrated in the Wine, Craft, and Beverage industry worth over $115 Million, delivering tailored business solutions.• Leverages Salesforce customer relationship management (CRM) tools to aggregate and analyze borrower financial data, track relationship activity, and support portfolio strategy.• Conducts site visits to borrower businesses across my servicing area which consists of 47 states to strengthen client relationships and identify operational or financial risk factors for the bank.• Performs comprehensive quarterly and annual financial spreads to evaluate borrower performance, benchmark against industry trends, and assess credit risk.• Develop and present 15–20 watchlist reports each quarter to senior leadership, spotlighting high-risk accounts and proposing actionable risk mitigation strategies.
Education
East Carolina University - College of Business
Bachelor of Science in Business Administration - BSBA, Marketing, Undergrad Certificate in Professional Selling
2021 — 2025
East Carolina University Graduate School
Master of Business Administration - MBA, Graduate Certificate in Business Analytics and AI Applications
East Carolina University
Bachelor of Science in Business Administration - BSBA, Marketing, Undergrad Certificate in Professional Selling
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