Casey Carrillo Email & Phone Number

Beverly Hills, California, United States

Los Angeles, California, United States

• $1,000,000 1st LOD credit approval authority• Underwrote deals from $25,000 to $5,000,000• Worked with Bankers and Relationship Officers to structure loans within established risk acceptance criteria, demonstrating appropriate risk-return characteristics• Maintained the portfolio and worked with Bankers to clear past due payments and matured facilities• Worked with Risk (2nd LOD) to answer all question and receive full approval of facilities

Beverly Hills, Ca

• Underwrote commercial and consumer purposes loans based on financial analysis for both companies and individuals• Effectively communicated with legal teams, the credit department, and loan officers on a diversified group of transactions• Worked on a special project team for the creation of an entertainment cash flow model in excel which provided management case, bank case, and downside case scenarios• Worked on a special project team for the creation of a white paper which was used to set general guidelines and structure to lending in the stadium/arena/ and live entertainment space• Balanced job functions and numerous projects through sensitive time management and clear communication• Presented deals to senior management during credit department for various committee level approval

Century City, Ca

Private Banking/Middle Market/Entertainment • Completed Comerica’s formal credit training program in Dallas, Texas• Developed an understanding of credit principles through analyzing and underwriting a wide variety of business and personal credit structures• Participated in building corporate borrowing base facilities, unsecured lines of credit, single-picture production loans, and television financing for a variety of clients• Met and entertained clients and prospects at numerous events and during prospect meetings• Presented deals to senior management during credit department for various committee level approval• Maintained and tracked the loan portfolio, including monitoring covenant compliance, controls, ensuring accurate financial reporting, and tracking collateral and distribution contracts• Effectively communicated with distributors, sales agents, legal teams, the credit department, and loan officers on a diversified group of transactions• Received two Comerica Co-Star awards for taking on critical projects for the group and completing them in a timely fashion• Underwrote deals from $150,000-$100,000,000 based on cash flow and asset based lines of credit• Balanced job functions and numerous projects through sensitive time management and clear communication• Guided transactions from start to finish including structuring, documentation, boarding, tracking, and servicing• Tracked the sales pipeline and updated critical loan closing information

Orange County, California Area

• Ensured the accuracy of legal real estate documents: deeds of trust, assignment of mortgages, substitution of trustees, to enhance the creditworthiness of the portfolio• Used Lender Processing Services and Mortgage Servicing Platform databases to update and track loan status• Received OneWest Bank’s business principles individual achievement award

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Financial Management AssociationVP of Community Outreach for FMA

Education record