Alex Bahl Email & Phone Number

Minneapolis, Mn, Us

Edina, Mn

-Relationship Management for new and existing business client's loan, deposit, and all banking needs. -Collect and analyze financials to provide loan proposals for new and existing business clients.-Support Business Bankers' management of new and existing relationship opportunities while effectively navigating the CRM system (Salesforce/nCino).-Represent the bank at community activities including charitable, civic, and social events. -Ensure credit quality, loan performance, and… Show more -Relationship Management for new and existing business client's loan, deposit, and all banking needs. -Collect and analyze financials to provide loan proposals for new and existing business clients.-Support Business Bankers' management of new and existing relationship opportunities while effectively navigating the CRM system (Salesforce/nCino).-Represent the bank at community activities including charitable, civic, and social events. -Ensure credit quality, loan performance, and monitoring for business loan and deposit portfolio.-Manage and oversee a team of Business Banking Specialists across the Twin Cities region Show less

Minnetonka, Mn

-CRC Designation successfully completed November 2019.-Attend internal and external meetings in support of business development activities. Request and obtain all information needed from the client or prospect to underwrite a credit request. -Assist the Commercial Banker to appropriately underwrite commercial relationships and develop the appropriate credit structure in relation to risk and repayment.-Ensure all client documentation and agreements are properly executed to conduct… Show more -CRC Designation successfully completed November 2019.-Attend internal and external meetings in support of business development activities. Request and obtain all information needed from the client or prospect to underwrite a credit request. -Assist the Commercial Banker to appropriately underwrite commercial relationships and develop the appropriate credit structure in relation to risk and repayment.-Ensure all client documentation and agreements are properly executed to conduct loan closings. -On-going monitoring of the loan portfolio including; financial statement analysis, annual reviews, compliance certificates, borrowing base certificates, and borrower covenant compliance. Show less

Golden Valley, Minnesota

-Now known as Choice Bank via merger in 2018. -Credit risk analysis and structure analysis of most complex existing borrowers and new relationships. -On-going monitoring of assigned relationships including financial statement assessment, covenant calculations, and compliance with loan policy. -Underwrite commercial real estate mortgages, term loans, revolving lines of credit, and letters of credit. Also SBA 7(a) term loans, and lines of credit under Express and Contract Caplines.… Show more -Now known as Choice Bank via merger in 2018. -Credit risk analysis and structure analysis of most complex existing borrowers and new relationships. -On-going monitoring of assigned relationships including financial statement assessment, covenant calculations, and compliance with loan policy. -Underwrite commercial real estate mortgages, term loans, revolving lines of credit, and letters of credit. Also SBA 7(a) term loans, and lines of credit under Express and Contract Caplines. -Prepare written presentations for new requests, renewals, annual reviews, risk rate upgrade/downgrades, covenant waiver/amendments, and other term/condition modifications.-Spread and analyze business and personal financial statements and tax returns. -Conduct collateral, guarantor, financial, and cash flow analysis for loan request presentations. -Collaborate with lending staff for proper loan structure of new and on-going relationships. -Quarterly macro analysis of bank loan portfolio performance and trends. Show less

Eagan, Minnesota

-Underwrite commercial real estate mortgages, term loans, lines of credit, and letters or credit. -Prepare written presentations for new requests, renewals, annual reviews, and other requests. -Spread and analyze business and personal financial statements. -Order and review real estate appraisals for collateral assessment of new and existing relationships. -Quarterly portfolio reporting for Chief Credit Officer and senior management. -Client visits with lending staff for new… Show more -Underwrite commercial real estate mortgages, term loans, lines of credit, and letters or credit. -Prepare written presentations for new requests, renewals, annual reviews, and other requests. -Spread and analyze business and personal financial statements. -Order and review real estate appraisals for collateral assessment of new and existing relationships. -Quarterly portfolio reporting for Chief Credit Officer and senior management. -Client visits with lending staff for new and existing relationships. Show less

St. Cloud, Minnesota