Adam Meyer Email & Phone Number

Fort Myers, Fl, Us

Fort Myers, Florida, United States

Provide analysis and reporting of interest rate risk to senior management to support strategic and tactical management decisions of the Bank’s and Consolidated Holding Company balance sheet. Responsible for monitoring and management of programs and models that evaluate the organization’s asset/liability strategy and assist in the development and deployment of strategies designed to mitigate these risks. Additional responsibilities include assisting the Treasurer in in all aspects of liquidity risk management and development of controls, reports, and systems to project near-term and long-term liquidity needs and funding, monitor and forecast capital utilization, assist with capital raising activities to support the Bank’s expansion, as well as forecasting and budgeting the balance sheet and net interest income projections for use in the budget and longer-term strategic planning.• Maintains oversight of the complex Asset Liability Management (ALM) system used for a variety of risk management and forecasting functions including calculation of interest rate risk under a multitude of interest rate environments, producing 3-year Capital Planning commensurate with supervisory examinations, integration with Credit Stress testing, and generating cash flows used in conjunction with Liquidity Stress Modeling

Naples, Florida Area

Provide comprehensive support to the south Florida mortgage loan officers and management team. I quickly became a trusted assistant known for "can-do" attitude, flexibility and high-quality work. Key Functions:Prepare, monitor, and forecast mortgage sales teams loan closing projections and applicationsUtilization of excel for streamlined and detailed loan pipeline managementServe as host for daily conference call with team of loan officers/regional manager to ensure our teams efforts are appropriately allocated towards sales objectivesProvide a courteous, knowledgeable, and timely response to information requests from clientsServe as a liaison between the mortgage loan officers and sales support teamAssure all components of the mortgage loan application file are ordered, documented, and included in the loan package prior to the submission of the electronic file to the operations departmentWork with clients, real estate brokers, title companies, insurance agents, and various other vendor services to ensure that all of the necessary loan and closing documents are received Analyze policies, procedures and guidelines for numerous loan programs in a way that maximizes productivity Review client asset, income, and credit documentationRequest and review condominium documents such as condo questionnaires, budgets, insurances, etc

While pursuing my MBA full time I also worked roughly 20 hrs a week at a local golf club. My duties included overall care and maintenance of member golf equipment, coordination of daily outings and events, and providing excellent customer service to all members and guests of the club. Fifth Third Bank - Residential Mortgage Credit Analyst 2004 - 2008Analyzed client's income, assets, and credit history before determining credit worthiness. Assisted clients and mortgage loan officers by verifying application data and communication with all parties to ensure a timely loan closing.Key Functions:Process and underwrite loans from a variety of different loan programs including FHA, VA, Florida Bond, Jumbo and ConventionalRequested appraisals, homeowners insurance, and inspections prior to submitting the loan application file to underwriting approvalReview documents from clients to ensure they meet the investor requirementsEffectively and efficiently managed numerous loan officer pipelines Consistently received outstanding monthly audit ratingsI was chosen as a key member to assist in training integration of new employee hires and employees gained through merger acquisitions.

Mba, Finance

Marketing, Business

Mba; Bachelor Of Science, Finance Concentration; Business Marketing

Education record

Education record