Loan Syndications

• Supports the Bank's development efforts by developing, negotiating and arranging syndicated credit opportunities by leading the arrangement and preparation of large and complex pro rata loan syndications.• Acts as a liaison between a corporate client and lender group for syndicated transactions. • Coordinates with different groups to lead the loan closing process.

Bank of the West: Credit Products Officer, Vice President – Healthcare Vertical• Analyzed, underwrote, and recommended decisions on credit requests by thoroughly researching the financial history of potential and existing borrowers.• Managed portfolio to ensure credits are appropriately graded, changes in risk profile are identified and deadlines are met. • Proactively communicated key information to area manager and team lead. • Managed customer reporting requirements to… Show more Bank of the West: Credit Products Officer, Vice President – Healthcare Vertical• Analyzed, underwrote, and recommended decisions on credit requests by thoroughly researching the financial history of potential and existing borrowers.• Managed portfolio to ensure credits are appropriately graded, changes in risk profile are identified and deadlines are met. • Proactively communicated key information to area manager and team lead. • Managed customer reporting requirements to minimize past due items. • Worked closely with other departments to manage the risk of complex products and services. (i.e. Syndications, Real Estate, Cash Management, Capital Markets, Leasing, Legal)• Possessed ability to work independently as evident with direct supervisor and relationship mangers located in remote offices.• Created excel templates for NFP hospital risk grading and monitoring. Show less

• Analyzed, underwrote, and recommended decisions on credit requests by thoroughly researching the financial history of potential and existing borrowers.• Managed portfolio to ensure credits are appropriately graded, changes in risk profile are identified and deadlines are met. • Worked with management to develop a new lending vertical and identify target markets.• Participated in strategy sessions and presented results before department wide teleconference.• Recognized as… Show more • Analyzed, underwrote, and recommended decisions on credit requests by thoroughly researching the financial history of potential and existing borrowers.• Managed portfolio to ensure credits are appropriately graded, changes in risk profile are identified and deadlines are met. • Worked with management to develop a new lending vertical and identify target markets.• Participated in strategy sessions and presented results before department wide teleconference.• Recognized as highest scoring credit officer for Bank of the West’s western region during 2017.• Awarded as Bank of the West Commercial Banking Group Top Performer for 2016 and 2017. Show less

• Supported the Commercial Banking Group in collecting and analyzing financial statements, tax returns and financial statement projections. • Prepared files for regulatory audits.• Set up credit files and ensured assigned files were complete and updated according to BOW compliance standards.• Provided support to regional and division managers for special projects and reporting tasks.

• Founded the Young Proffesionals affinity group within the Golden Gate Chapter for the RMAIn 2013 and 2014the chapter was awarded a Platinum status as the best performing chapter in the country• Led a committee in the planning and execution of a 50+ person financial networking event• Fundraised and volunteered at RMA organized networking and lecture events

• Worked with programmers to test software and identify errors.• Digitized client records to generate customer reports that track resource usage.• Researched changing policies that may affect clients.