Bryan Hatfield Email & Phone Number

Charlotte, Nc

Primarily responsible for developing new relationships, expanding existing relationships, and serving as the point of contact for credit opportunities. A thorough understanding of credit with a basic understanding of trust/estate planning and asset management.

Primary point of contact and financial service provider for existing and newly developed relationships. Broaden and deepen existing relationships, along with developing new client relationships. Required understanding of credit, fiduciary, asset management, and banking services. Client book had approximately 100 clients with over $300MM in managed assets, $225MM in credit, and $150MM in deposits.

Partner with sales to provide underwriting, counseling, and cross-sell activities to support the more complex credit requests for clients and their related business interest, while maintaining appropriate risk management practices. Credit authority up to $8 million. Primarily underwrote facilities secured by commercial real estate, aircraft, yacht, and unsecured credit. Supervised three junior underwriters with credit structures, reviewing documents, and closing loan requests. Assist with the monitoring of the loan portfolio. .

Structured and underwrote floor plan facilities for clients in the recreational products industry. Credit authority to $5 million. Managed an established portfolio of the 30 largest retailer accounts with credit lines ranging from $2 million to $30 million, and 125 wholesaler accounts with credit lines ranging from $250 thousand to $72 million.

Bba Degree, Accounting

Mba