Brian Engstrom Email & Phone Number

Philadelphia, PA, US

Arlington, Virginia

Piscataway, New Jersey

• Engaged multiple internal parties and external clients to execute and reflect Syndicated Lending commitments that Barclays has involved in with a diverse portfolio of borrower clients from energy production, to state.
• Led on various procedure and training enhancement projects to produce a consistent process throughout the lending pipeline from origination to servicing and ensure my team in particular was designed to mitigate risk.
• Coordinated with internal financial and risk teams to ensure the commitments, financial obligations of the firm, and borrower represetnations were processed and reflected within the internal loan system and in various.
• Worked with multiple teams to prepare the firm to transfer to a new loan system and advise on system requirements that would synchronize with the particular needs of my team and others within the new loan system
• Lead standardization processes to build, maintain, and terminate credit facilities through a risk and control framework
• Assigned to a Syndicated Lending position with Barclays Bank PLC (BBPLC) as a Loans Operations Consultant until transitioning to an Analyst position in April 2018

Newark, DE

• Worked on an Anti-Money Laundering assignment with financial services partner, JPMorgan Chase (JPMC), to assess and process alerts generated due to customer activity
• Held a Wholesale Loan Servicing assignment with financial services partner, JPMorgan Chase (JPMC), to build and close syndicated loans, build pricing and process fees for said loans, and ensure quality production work.
• Utilized software and applications hosted by the Financial Services Partner to process alerts, thoroughly process Credit Agreements, and close syndicated loans in compliance with applicable government regulations and.

Wilmington, DE

• Rotated through different departments of the Bank such as project management, Business Analytics, Customer Experience Specialist, Training & Development, and HR to understand function, relation to other departments.
• Supported management with process improvement by way of writing and updating procedures, attending meetings and training seminars, and generating new ideas through self-initiated projects
• Strengthened professional skills in time management, relationship development and maintenance with organizational partners, trouble-shooting, and communication

My job at Wegmans consists of three general activities: Assist Wegmans Customers by retrieving products or replacing damaged items. Help our cashiers by placing them at registers and keeping track of their scheduled lunch and punch-out times. And finally, I am responsible for customer line management.

Bachelor Of Science (Bs), Business Administration And Management, General

Hs Diploma