Andrew Finemore Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Greater Chicago Area

Managed a portfolio of asset-based structured loans in a variety of industries with commitments totaling $730 million.Monitored financial performance and collateral trends and recommend appropriate actions.Reviewed requests for loan modifications, analyze financial performance, negotiate terms, draft proposals, review documents, and prepare credit approvals.Active member of the client team and participate in building the client relationship through direct client interaction.

Greater Chicago Area

Underwrote domestic and foreign asset based credit facilities.Worked directly with the business development officers, relationship managers, and/or product specialists to develop, structure, analyze, covenant, document, and close new deals for BABC.Maintained direct contact with the client, financial sponsors, and/or financial intermediaries (including outside accountants, legal counsel, appraisers, field examiners, and other banks).Prepared loan proposals and initiate due diligence requirements such as field exams, appraisals, environmental surveys, etc.Communicated key credit issues and structural recommendations to appropriate risk officers and the portfolio team that will be managing the relationship post close.Understood BABC credit policies to react to situations during the underwriting, documentation, and closing processes.Worked with outside counsel to negotiate, review, and amend loan documents.

Greater Chicago Area

Completed Bank of America Global Commercial Bank Credit Training program.Worked with asset based portfolio specialists to monitor financial and collateral trends and recommend appropriate action.Assisted on field exams.Prepared loan modifications for BABC customers with the help of senior team members.Trained with the portfolio team and underwriting team at BABC.

Greater Boston Area

Responsible for the accuracy of intern account management projectsPrepared marketing materials for various advisors in the officeReorganized and maintained office wide file system

Greater Boston Area

Designed investment proposal templates for prospect meetingsCreated and arranged presentation materials for prospecting seminarsEstablished prospect lists through LinkedIn research and equity analysis for the advisors to utilize

Greater Boston Area

Analyzed and tracked investment product performanceAided in the creation of a client management systemCreated model portfolios for the use of prospect meetings

Greater Boston Area

Researched and analyzed investment products for client portfolios Produced an investment guide of mutual funds and etfs for the advisorsCreated client documents/binders for advisorsStudied 10K reports for share based compensation policies for corporate executive compensation prospects