Brian Mclaughlin Email & Phone Number
@townebank.com
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Who is Brian Mclaughlin? Overview
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Brian Mclaughlin is listed as Credit Portfolio Manager at Towne Bank, a with 34 employees, based in Cary, North Carolina, United States. AeroLeads shows a work email signal at townebank.com and a matched LinkedIn profile for Brian Mclaughlin.
Brian Mclaughlin previously worked as Portfolio Credit Analyst at Townebank and Commercial Sales and Service Officer at Bb&T. Brian Mclaughlin holds Executive Certificate, Certified Financial Planning from Duke University.
Email format at Towne Bank
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About Brian Mclaughlin
Email: Brianmclaughlin@att.net (919) 605-1460 (c)Commercial Credit Underwriter working primarily with businesses that have revenues up to $50MM. My main responsibility is to identify and mitigate risk issues as I underwrite loan opportunities for C&I and CRE companies to ensure a financially sound and profitable portfolio. My daily activiities include financial statement collection and spreading, perfoming trend analysis, risk grade analysis and assessment, business and global cash flow analysis, writing credit memorandums and other general portfolio management tasks designed to meet regualtory requirements. I work with a portfolio that includes $150MM in outstanding loan balances made up of working capital lines of credit, equipment term loans and owner occupied/investment real estate loans. In addition to my underwriting responsibilites, I participate on many sales calls with business service officers to help properly identify credit and treasury needs as well as provide customer service and support to commercial clients. Areas of strength include: Leadership, Underwriting, understanding cash flow cycles, deposit product and treasury product knowledge, training junior bankers.Licenses and CertificatesGraduate of JP Morgan Chase Retail Management ProgramExecutive Certificate in Certified Financial Planning from Duke UniversityHeld Series 7, 63 and 64 securities licenses
Listed skills include New Business Development, Customer Acquisition, Customer Service, Follow Through Skills, and 15 others.
Brian Mclaughlin's current company
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Brian Mclaughlin work experience
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Portfolio Credit Analyst
Commercial Sales And Service Officer
Sales and support officer working primarily with a portfolio of middle market clients with revenues up to 50 millon dollars. My daily responsibilities include underwriting of new and maturing C & I and CRE credit facilities. Typical tasks include financial spread analysis, risk grade analysis, business and global cash flow analysis and writing credit memorandums. Additionally, I support sales initiatiives through proactive referrals to bank partners.
Bso-Portfolio Manager
Business Banking Relationship Manager, Vice President
Business Banking Relationship Manager, working primarily with businesses that have revenues up to $5MM. My responsibilities include prospecting for new clients and working with a portfolio of business clients to provide a full spectrum of banking products to meet the financial needs of their company. Areas of major focus are to recommend the right deposit relationship, providing guidance and structure for their business lending needs, and to identify ways to enhance cash flow through the use of different cash management products.Areas of Strength: Owner-occupied commercial real estate lending, SBA financing programs, business acquisition financing,construction lending, short-term working capital lines of credit, equipment financing and cash management. Mentoring junior bankers
Senior Branch Manager, Vice President
•Managed all aspects for a financial center with 300 million in deposits and 42 million in loans outstanding. •Recruited, trained, coached team members through the sales process to grow profitable customer relationships. We placed emphasis on wealth management sales, commercial sales and premier relationships. •Acted as Back up to District Manager assuming all district responsibilities in his absence.•Created, coordinated and conducted quarterly meetings designed to achieve sales goals through education on products and coaching on different sales techniques to drive results toward measured goals. •Managed a team of investment reps achieve strong results in wealth revenue for 2003 and 2004•District Training coordinator/facilitator which included training on the sales process and all bank products •Ensure compliance with established policies, external regulations and suitability of the branch environment for business.
Branch Manager
Responsible for the total performance of the financial center. My core areas of direct responsibility included; new business development in community, establishing and executing sales strategies to achieve goals in deposits, loans and fee income, coaching direct reports on different sales techniques, management oversight on the total operations of financial center, recruiting and training new employees.
Brian Mclaughlin education
Executive Certificate, Certified Financial Planning
Frequently asked questions about Brian Mclaughlin
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What company does Brian Mclaughlin work for?
Brian Mclaughlin works for Towne Bank.
What is Brian Mclaughlin's role at Towne Bank?
Brian Mclaughlin is listed as Credit Portfolio Manager at Towne Bank.
What is Brian Mclaughlin's email address?
AeroLeads has found 1 work email signal at @townebank.com for Brian Mclaughlin at Towne Bank.
Where is Brian Mclaughlin based?
Brian Mclaughlin is based in Cary, North Carolina, United States while working with Towne Bank.
What companies has Brian Mclaughlin worked for?
Brian Mclaughlin has worked for Towne Bank, Townebank, Bb&T, Suntrust Bank, and Hsbc.
How can I contact Brian Mclaughlin?
You can use AeroLeads to view verified contact signals for Brian Mclaughlin at Towne Bank, including work email, phone, and LinkedIn data when available.
What schools did Brian Mclaughlin attend?
Brian Mclaughlin holds Executive Certificate, Certified Financial Planning from Duke University.
What skills is Brian Mclaughlin known for?
Brian Mclaughlin is listed with skills including New Business Development, Customer Acquisition, Customer Service, Follow Through Skills, Sales Presentations, Presentations, Problem Solving, and Problem Management.
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