Ran the distribution effort for Bank of the West's syndicated commercial loans and equipment leases and loans. Oversaw the agency services team supporting our syndicated loans. Bank of the West is a wholly-owned subsidiary of BNP Paribas, headquartered in San Francisco, CA with a retail and commercial banking presence across the continental U.S. The bank's focus industries include Commercial & Industrial, Agricultural Lending, Real Estate and Equipment Finance. Bank of the West also has commercial lending verticals in Technology, Healthcare and Asset Based Lending.In addition to being responsible for our new issue distribution, I also executed and oversaw the process of distressed sales and portfolio purchases for the bank and referred new credit opportunities to our lending offices across the U.S.

Loan Sales and TradingCoordinated the bank coverage team consisting of 4 salespeople. Worked closely with Capital Markets to structure and price transactions UBS led. Set and directed syndication strategy for bank tranches, trained and mentored junior salespeople; personally covered approximately 150 banks and financial institutions for both primary and secondary markets. Sourced distressed opportunities for the desk from my client base. Encouraged broad-based bank relationships and interacted with multiple areas of the firm to "institutionalize" accounts and cross-sell products. Products sold included: high grade and leveraged loans (US, European and Latin American) across all sectors, second lien and mezzanine paper, high yield bonds and CDS. Consistent top producer in both primary sales and secondary trading.

Director, Loan Sales and TradingBought and sold commercial loans in the primary and secondary market and sourced revenue-generating opportunities for the bank; identified and presented secondary trading ideas and opportunities. Products sold included: high grade and leveraged loans, both US and European as well as structured credit products such as credit-linked notes and first-to-default baskets. Focus industries included: healthcare, gaming, lodging and leisure, aerospace and defense, sports, agribusiness, financial institutions, real estate, commodities, and commercial and industrial. Covered a group of approximately 250 banks and 70 institutional investors, representing a growth in this investor base by more than 300% since joining the firm. Focus investor base included: US regional banks, European banks, agribanks, US branches of Asian banks, institutional investors and hedge funds. Developed excellent relationships with investors and expanded Societe Generale's brand recognition and reach in the loan market; consistent top revenue generator for the group in both primary sales and secondary trading.

Trained new bank clients on the use of Loan IQ software, demonstrated the system at sales pitches and worked with existing clients on troubleshooting/training and workarounds to the loan system.

Structured and syndicated commercial loans originated by Summit Bank; provided market feedback for credit review in cases where the bank was investing in externally syndicated loans; drafted pitches to issuers, bank books and lender presentations for primary syndication launches, worked closed with relationship managers and potential lenders to answer questions and address issues during syndication.

Structured and ran the newly formed administrative agency services unit; wrote policies and procedures for agency services and secondary loan trading administration; budgeted for ongoing staffing requirements and system implementation; worked closely with Syndications to structure and present a pitch to senior management for the loan trading business. Hired, trained and managed the new team; supervised the daily administration of syndicated loan agreements, execution of customer transactions, asset sale loan processing and loan trade settlements; reviewed/approved administrative transaction notices for Summit-agented syndicated deals; reviewed and interpreted credit agreements and other loan documents; oversaw interest/fee calculations and wire transfers; prepared/distributed monthly MIS. Liaised with Syndications, Borrowers, syndicate members, internal and external counsel, Commercial Loan Operations, relationship managers, Technology, Compliance and Treasury. Selected and implemented the LOAN IQ loan system; coordinated staff meetings, performance management process, training and development and salary actions; instituted and ran a bank-wide training program on syndicated lending.

Managed the administrative agency function for CIBC-agented credits; dealt with issues related to department structure, staffing, workflow, system implementation, deal origination, budgeting and fee pricing; had direct oversight of six loan administrators responsible for day to day execution of loan transactions, procurement and safekeeping of legal documents and loan collateral, receipt and distribution of financial reporting requirements, and issuance of standby letters of credit. Responsible for performance management and training and development of staff ; reviewed and approved fed wire transactions, letters of credit and daily account reconciliation. Worked closely with relationship managers, Credit, and Sales and Trading in the structuring, closing and sale of new deals and assignments; implemented a database to manage documentation, collateral and financial reporting requirements; implemented procedural/processing efficiencies; acted as department liaison in the implementation of the ACBS loan system. Worked directly with outside counsel to review and correct loan documentation