Benjamin Putnam Email & Phone Number

Baltimore, Maryland, United States

Assist Lead Field Examiners with their exams by participating in field test work and assist in writing final reports.Determine quality and validity of accounts receivable, inventories and all other general ledger accounts.Further assist Field Examiners with field exam procedures such as selecting test samples, ship testing and credit memo analysis.Assist Field Exam Liaisons with their questions and in ensuring quality of their prep work.Assist Field Exam managers with scheduling of exam prep work assignments.Assist Field Exam and Collateral Control managers with training of other Field Exam Liaisons.Assist Field Exam and Collateral Control managers in ensuring communication of account concerns before exam and results after exams.Assist in tracking and recording of billable hours for the Field Exam LiaisonsConduct collateral monitoring on complex ABL and FBL relationships, assess quality of collateral reporting and assist relationship managers with portfolio management responsibilities.Prepare information for field exams, assess quality of collateral monitoring, and assist Field Examiners with completion of in house and onsite field exams.Evaluate various assets as collateral for loans. Determine the quality and validity of accounts receivable, inventories and all other general ledger accounts.Prepare collateral analysis and provide trend reporting to relationship managers, management, loan review and various other readers.Formulate meaningful recommendations to improve credit and collateral quality to help the Bank make sound lending decisions.Adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

York, Pennsylvania

Conduct collateral monitoring on complex ABL and FBL relationships, assess quality of collateral reporting and assist relationship managers with portfolio management responsibilities.Prepare information for field exams, assess quality of collateral monitoring, and assist Field Examiners with completion of in house and onsite field exams.Evaluate various assets as collateral for loans. Determine the quality and validity of accounts receivable, inventories and all other general ledger accounts.Prepare collateral analysis and provide trend reporting to relationship managers, management, loan review and various other readers.Formulate meaningful recommendations to improve credit and collateral quality to help the Bank make sound lending decisions.Adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Promote an environment that supports diversity and reflects the M&T Bank brand.

York, Pennsylvania, United States

For complex commercial relationships analyze, review and evaluate the validity, formula valuations, credit worthiness and collectability of accounts receivable to reduce risk of charge-offs and to correlate the findings and results with the customers eligibility to borrow. Assist Portfolio managers with loan administration and portfolio management responsibilities.

Indiana, Pennsylvania

As the manager for one of the Foundations for Indiana University of Pennsylvania's portfolio's, I am responsible for over $1.7 million in Large Cap Equity Assets. Responsibilities include; continual data analysis on portfolio performance, creating and proposing buy/sell equity proposals, assembling quarterly reports and reporting results the Foundation for IUP, managing a team of 45 equity analysts, as well as making sure the portfolio adheres to risk management and compliance standards.

Indiana, Pa

o As an equity analyst, I was responsible for our portfolio’s holdings in Valero Energy. o I conducted quarterly equity research reports on various energy equities within the S&P 500. o Worked with the sector to produce quarterly stock pitches and presented those reports to our Asset Managers and Portfolio Manager

Indiana, Pa

o Manage and maintain database on incoming and outgoing information transfers. o Prepare client data and handle confidential information transfers.o Interface with Clients and coordinate client meetings with management.

Adirondacks, New York

o Guided children ages 8-16 through daily schedule, directed large group activities, Lifeguard, managed teams and team building activities and performed various other tasks per request of supervisor.

• I oversaw the general maintenance and daily operation of the workplace.• I was responsible for the daily care of the transportation fleet and directed all delivery preparations. • Frequently solved logistic problems that rose from daily operations.