Bill Fitzgerald Email & Phone Number

I am in talent acquisition at LevelUP, a leading global provider of talent and HR advisory services. We help clients achieve their operational goals through results-driven human capital solutions that combine subject matter expertise, best practices, and innovative technology. We are well known for delivering a positive experience for clients and candidates. Our solutions are designed to meet the unique demands of our clients and our approach to resourcing ensures that you attract, recruit, and retain best-in-class talent. ​LevelUP is a certified Minority Business Enterprise (MBE).​

- Head of Credit Underwriting for a public banking institution with assets of $2 billion. - Lead a team of eight underwriters of C&I, ABL and CRE transactions. - Manage deal flow of a high volume department (10-15 deals per week). - Senior underwriter on larger, more complex deals. - Credit approval authority on all deals up to $2 million.

Pasadena, California, Us

- Head of both the Underwriting and Portfolio Management teams for CIT Healthcare's Asset Based Lending and Real Estate/Seniors Housing business lines with ten direct reports. - Actively involved in all aspects of the loan process including deal structuring, financial due diligence, credit approval packages, committee presentations, legal documentation/closing as well as ongoing portfolio account maintenance.• Leader of the Underwriting team that grew the loan book from $200 million to over $1 billion in less than 5 years. Generated over $10 million of up-front fee income during this period.• Head of Portfolio group that managed an active and diverse portfolio with no write-offs taken during five year tenure as team leader.• Worked closely with Syndications department resulting in the successful syndication of all deals sold, including two deals in excess of $100 million.• Hired and mentored a growing team that expanded five fold over five years. Training included the underwriting and management of numerous new product lines including Seniors Housing, Skilled Nursing and Medical Office Buildings. Certain accounts also included cash flow tranches (ABL Stretch, T/L B and Mezz) as well as bridges to HUD financing.• Selected by Senior Management to lead numerous special projects including annual White Papers, Strategic Planning Reports and Corp Risk Limits.• Managed all third party vendors including appraisers, field examiners and legal counsel. • Top tier performance ratings for five consecutive years - promoted twice during this period.

Pasadena, California, Us

- Lead Underwriter on new Asset Based middle market healthcare transactions. - Worked closely with Originators to structure complex deals to win business. - Performed all underwriting, credit approval and legal/closing duties on all new ABL deals. - Assisted in the portfolio management of existing Healthcare Real Estate and ABL accounts.

Detroit, Mi, Us

- Lead Underwriter for Ally/GMAC Structured Finance Department. - Member of three person team that closed $3 billion of new business over 3 years. - Personally underwrote and closed over 30 new deals totaling nearly $1.5 billion during this period. - Deals included Asset Based, Cash Flow and Structured Finance transactions from Agent Bank contacts with hold sizes ranging from $25-$175 million. - Credit process included in depth financial analysis, risk mitigation, business value determination and collateral valuation. - Presented all underwritten deals to Credit Committee and Board of Directors.

Detroit, Mi, Us

- Lead underwriter of Leveraged and Structured Finance transactions Agented by Ally/GMAC ranging between $20-$150 million. - Worked with Private Equity firms on loan structure, financial modeling, projections and covenants. - Interfaced with 3rd parties on Quality of Earnings, Collateral Field Exams and Borrowing Base reports. - Presented all deals to Credit Committee for approval and worked with outside counsel on legal/closing process. - Worked closely with the Capital Markets/Syndication department throughout the deal sales process.

Frankfurt Am Main, Hessen, De

Portfolio manager of a diverse group of large syndicated transactions that included cash flow, asset based, project finance and CLO/CBO accounts that ranged in size from $50-$700 million. Received Series 7 license.

Charlotte, Nc, Us

Underwriter of cash flow participation deals ranging in size from $25-$100 million. Maintained a $500 million portfolio of large corporate cash flow loans. Successfully completed Bank of America intensive Formal Credit Training Program.

Bachelor Of Science, Accounting And Finance

Mba, Banking And Finance