Brad Atkinson Email & Phone Number

Oklahoma City, Oklahoma, United States

Oklahoma/Texas

Lawton, Oklahoma Area

Altus, Ok

Dallas/Fort Worth Area

Work with senior executive bank officers to manage and monitor the bank’s commercial real estate portfolio, develop new bank relationships and expand current relationships. Job Duties: • Interacting with clients to manage their relationships. Typical deals ranged between $5M and 30M and consisted of loans for retail centers, apartments, senior living projects, hotels, office buildings and land• Preparing loan presentation packages for executive management• Analyzing… Show more Work with senior executive bank officers to manage and monitor the bank’s commercial real estate portfolio, develop new bank relationships and expand current relationships. Job Duties: • Interacting with clients to manage their relationships. Typical deals ranged between $5M and 30M and consisted of loans for retail centers, apartments, senior living projects, hotels, office buildings and land• Preparing loan presentation packages for executive management• Analyzing commercial and personal financial statements • Work directly with attorneys and loan personnel in preparation of documentation• Interacting with prospective clients to discuss their financial requests Show less

Dallas/Fort Worth Area

Work with senior bank management to manage and monitor the bank’s portfolio.Job Duties:• Interacting with clients to manage their relationships• Assembling loan presentation packages for board of directors meetings• Analyzing commercial and personal financial statements• Work directly with attorneys and loan personnel in preparation of documentation• Visiting with prospective clients to discuss their financial requests• Monitoring and preparing bank’s ALLL… Show more Work with senior bank management to manage and monitor the bank’s portfolio.Job Duties:• Interacting with clients to manage their relationships• Assembling loan presentation packages for board of directors meetings• Analyzing commercial and personal financial statements• Work directly with attorneys and loan personnel in preparation of documentation• Visiting with prospective clients to discuss their financial requests• Monitoring and preparing bank’s ALLL computation Show less

Dallas/Fort Worth Area

Worked with senior officers to manage commercial real estate and residential real estate portfolios, develop new bank relationships and expand current relationships.Job Duties:• Interacting with clients to manage their relationships• Assembling loan presentation packages for executive management• Analyzing commercial and personal financial statements• Visiting with prospective clients to discuss their financial requests• Market bank products to prospective and new… Show more Worked with senior officers to manage commercial real estate and residential real estate portfolios, develop new bank relationships and expand current relationships.Job Duties:• Interacting with clients to manage their relationships• Assembling loan presentation packages for executive management• Analyzing commercial and personal financial statements• Visiting with prospective clients to discuss their financial requests• Market bank products to prospective and new bank customers• Work directly with attorneys and loan personnel in preparation of documentation• Monitoring loan documentation such as loan agreement covenants Show less

Mcallen, Texas Area

Completed Bank Management Trainee Program and was then chosen to assist a Senior Vice President with a $75MM portfolio, managing loan documentation and file maintenance on new and existing relationships.Job Duties:• Analyzing commercial and personal financial statements• Assembling new and renewal loan packages for final approval

Mcallen, Texas Area

The program was designed to provide a well-rounded developmental training curriculum for a long-term career in bank management. The curriculum was divided into modules which included Credit Department, Funds Management, Loan Operations, Loan Review, Human Resources, Personal Banking, and Teller Operations.Accomplishments:• Led the training in 72 branches for a technology upgrade of the wire transfer system.• Chosen by an outside CPA, selected by bank, to assist in a loan review… Show more The program was designed to provide a well-rounded developmental training curriculum for a long-term career in bank management. The curriculum was divided into modules which included Credit Department, Funds Management, Loan Operations, Loan Review, Human Resources, Personal Banking, and Teller Operations.Accomplishments:• Led the training in 72 branches for a technology upgrade of the wire transfer system.• Chosen by an outside CPA, selected by bank, to assist in a loan review of over $1 billion in total loans.• Attended and completed Omega’s Financial Accounting for Lenders. Show less