Alex Robbs Email & Phone Number

Los Angeles, Ca, Us

Dallas, Tx, Us

Portfolio and Risk Management:• Manages existing loan portfolio supporting five Relationship Managers. Takes ownership of all reviews and renewals for existing Fund clients; portfolio consists of complex Private Equity and Venture Capital Fund accounts.• Develops and maintains direct relationships with clients and manages surrounding support platforms to meet client expectations.• Provides oversight and guidance to credit support in underwriting for new deals and renewals. • Provides qualitative input for Credit Presentations including details on Investors and market information.• Prepares and presents at loan committees and credit quality reviews as needed.• Coordinates with Loan Closers and Outside Legal Counsel to facilitate closing of renewals or amendments.• Ensures that Credit Policy and Regulatory compliance requirements are met on a deal to deal basis.• Credit and compliance monitoring of existing loans with terms of loan agreement and recommends corrective action on variances.• Identifies & resolves operational and credit issues with loans held in portfolio.• Manages all non-loan credit and product risk products for existing clients, including treasury (ACH, Business deposit capture, etc.) approvals and documentation.• Manages ad hoc and regulatory reporting within existing portfolio [both internal and external requests].• Monitors, tracks, and assists in the collection of past due loan payments, exceptions, overdrafts, and maturing loans.• Provides day-to-day servicing of portfolio including credit risk monitoring.Profitability:• Identifies and closes appropriate incremental financial solutions with the goal of retention and expansion (cross sales within Bank).• Retains existing portfolio and associated profitability.

Dallas, Tx, Us

Equity Fund Services provides credit products and operational support to venture capital and private equity firms in the US and Canada. Headquartered in Menlo Park California with offices in Boston, MA and New York, NY our team provides a full range of credit products including capital call lines and subscription lines, as well as management company and general partner loans. • Private equity firms ranging in size from $30 million to over $35 billion in assets under management • Credit facilities from $500,000 to over $100 million • Capability to arrange syndicated credit facilities

Dallas, Tx, Us

An eighteen to twenty-four month rotational training program in preparation to become a Relationship Manager. Key responsibilities throughout the Commercial Banking rotational training program are as follows: Provide high quality customer service as well as assist lenders in cultivating new business relationships. Assist the commercial lending departments with the underwriting and documentation of a loan request. Provide analysis of the proposed structure and the various repayment sources as well as the analysis of industry/economic factors affecting the request. Provide on-going monitoring of the credit exposure once the transaction is completed. Attend and participate in loan approval discussions and present deals to loan committees.

Santa Clara, Ca, Us

Representing the University ideals on and off campus, providing tours of the campus for prospective students, paneling, and setting up for alumni and student events.Leading the social media campaign for Santa Clara Preview Days. In charge of determining posts and times of posts on Twitter, Instagram, and Facebook. Providing incentives for accepted students to choose Santa Clara as their college.

Plano, Texas, Us

Directly impacting clients’ affinity to the firm by reaching out to existing clients and extending invitations to our upcoming client events. Called upon to maintain and manage large amount of prospective clients data in Excel and the Iris CRM. Completed prospective calls to recruit clients to firm. Engaged in weekly research projects involving past stock forecasts and projections. Provided insight for Account Executives on prospects.

Bachelor'S Degree, Finance

High School

Completion Of Underwriting Program