Brian Valerio Email & Phone Number

Carmel, In, Us

Collaborating and leading the implementation of Salesforce Financial Services Cloud and complementary software solutions to improve the customer experience for multi-family property loans and improve the production process for internal stakeholders. Establishing a strategic roadmap with clear value propositions, success metrics, and alignment to organizational objectives. Managing and mentoring direct reports and team members, fostering a culture of continuous improvement and adherence to best practices in software delivery.Ensure solutions meet enterprise architecture standards by collaborating with data and Salesforce architecture teams to adhere to banking regulations.

Atlanta, Georgia, Us

Managed a cross functional scrum team to improve and modernize the way money was moved internally between internal accounts and General Ledger Accounts.Using a domain driven design architecture the team created API services to enable the secure money movement between various backend accounting systems utilizing approvals, permissions, and limits to adhere to policies and procedures aimed at keeping funds accounted for and prevent fraud.

San Francisco, California, Us

Cincinnati, Ohio, Us

Collaborating with design, technology, and analytics partners to manage new features from ideation through production release in Agile developmentPushing boundaries to introduce new and innovative digital solutions to build trust andexceed customer expectations. Working closely with line of business partners to understand business goals and objectives and ensure efforts are adding business and customer value.

Cincinnati, Ohio, Us

One of only 4 European representatives for a U.S. based "Super Regional Bank" tasked with building brand awareness across Europe.Target, screen, and actively call on prospects in the European corporate market. Create summary credit analysis for multinational corporations. Lead meetings and engage current clients and prospects to introduce Fifth Third Bank at the Group Treasurer and C-Suite levels.Introduce and present Fifth Third's credit, treasury, and capital markets products to demonstrate Fifth Third's unique market position and niche.Identify additional cross sell products with clients and track progress of interaction within CRMAttend syndicated client bank meetings and marketing events to further develop brand awareness and market intelligenceEffective communication and collaboration with US based relationship managers on prospect developments and credit process.Assist with executive management and relationship manager trip organization and logistical support.

Cincinnati, Ohio, Us

Work closely with Relationship Managers to create prospect lists, form relationship plans, find target contacts, manage current clients, and create credit opportunity summaries to present to the credit function.Financial modelling and credit analysis on the front end of each opportunity.Credit documentation warehousing and trackingWork closely with Relationship Manager to originate, execute, and close transactions

Cincinnati, Ohio, Us

Manage a portfolio of committed Bank exposure with 37 relationships that include 69 legal entities and 463 credit products.Analyze international and large corporate borrowers for their credit worthiness by reviewing financial statements and company projections to determine their risk level.Underwrite loans as high as $150 million in an international and large corporate portfolio that totals up to 8% or about $6.5 billion of bank’s exposure for 5 Relationship Managers.Report status of portfolio pipeline and progress in a weekly meeting with sales team and credit officer.Analyze company financials in various countries and industries including commodities trading, construction, asset management and retail.

Cincinnati, Ohio, Us

Analyze international and large corporate borrowers for their credit worthiness by spreading financial statements and company projections to determine their credit rating.Draft yearly portfolio reviews for credit customers by analyzing yearly performance and ability to service debt for international, large corporate, leasing, and financial institutions. Analyze company financials in various industries including commodities trading, construction, and retail.

Cincinnati, Ohio, Us

Audit Leadership Program - July 2009 – January 2011Work in a team setting to complete internal audits of the Bancorp's various lines of businessPlan and develop an audit plan to execute testing in an efficient but detailed manner by identifying risks and controls in place to mitigate risk. Complete on average 15-20 controls in 2 weeks identifying exceptions and communicating findings to the audit senior.Lead process discussions and update meetings with various levels of management to learn about the line of business and communicate potential issues.

Us

Manage finances, general maintenance issues, and vacancies for a 4 family apartment building. Sold in September 2018

Columbus, Ohio, Us

Work as a team to process up to over 100 invoices a day.Assist with Capital Plan, budgeting money from bonds and expensing current projects

Bachelor Of Science, Business Administration; Finance, Real Estate And Urban Analysis

Master Of Business Administration - Mba, Computer/Information Technology Administration And Management