Worked as a part of the deal team comprised of Underwriting Managers, BDO’s, Regional/National Originations Managers, and diligence team to evaluate credit worthiness, mitigate shortfalls, negotiate/document agreements, and close and fund deals. Industries include: manufacturing, construction, consumer products, dairy, food production, and others.• Lead underwriting process in analyzing prospect financials and operations in order to identify and mitigate any potential credit weaknesses.• Consult with external counsel and prospect’s counsel to negotiate, structure, and create credit agreements, inter-creditor agreements, and other governing documents.• Present Approval Memo to Credit Committee which includes Credit Officer, Regional/National Underwriting Managers, Regional/National Origination Heads, Regional/National Portfolio Heads.• Deals include sole lender, club, and syndicated roles with facilities ranging from $10MM to $3bn

Maintain inventory, accounts, warehouse operations, etc.

Answer incoming client calls in regards to accounts. Assisted with account transactions and described and positioned brokerage products. Also assisted with tax related issues in regards to brokerage accounts.