Christopher Parsons, Mba Email & Phone Number

Garner, North Carolina, United States

Garner, North Carolina, United States

Key member of the finance team for this global agricultural lender, responsible for the complete underwriting of complex new requests and servicing actions, such as renewals, annual reviews, partial releases, and covenant monitoring. Assisted the Relationship Manager in cultivating and nurturing customer relationships on a variety of accounts for loans.

Raleigh, North Carolina

Responsible for underwriting new and renewal commercial loans up to $25MM according to applicable regulations and guidelines. ✔ Reviewed financial statements, communicated with customers, and performed analyses to recommend borrower risk ratings and appropriate loan structuring. Sourced, compiled, and interpreted financial data to support structuring and.

Atlantic Territory

Worked closely with the Relationship Manager and Internal Credit Review, responsible for the analysis and completion of credit packages outlining risks to be used in the decision making for new and existing relationships. Handled a $350MM client portfolio in poultry, swine, row crop, and citrus verticals in the SE Region. Served as a mentor to new hires.

Winston-Salem, NC

Held events representing Southern Tide in the Piedmont Triad area. Promoted the brand at local retail stores.

Greensboro/Winston-Salem/ Burlington, North Carolina Area

Served as a direct contact with clients to administer Individual Retirement Accounts (IRAs) within Trust and Wealth Management Relationships. Moved into a Credit Analyst role serving as the Underwriter for conventional mortgage loans up to $10MM. Key Underwriting Initiatives▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ Analyzed loan requests including analyzing borrower information and.

Winston-Salem, NC

Served as a direct contact with clients to administer Individual Retirement Accounts (IRAs) within Trust and Wealth Management Relationships. Maintained existing relationships, as well as assisted in the opening and closing of IRAs. ✔ Worked alongside Regional Relationship Managers, as well as investment partners to ensure client needs and goals were met..

Initially worked as an Intern and hired full-time in June 2007 as a Credit Analyst. Prepared complete loan packages independently for multi-million-dollar loans and complex credits. Evaluated financial information, developing financial analyses, and interpreted and applied credit standards relative to the application. Made appropriate recommendations to.

Updated all performance data every quarter. Created new files. Maintained client synoptic data in Innovest. Created disbursements/deposits as directed. Assisted in client reviews. Assisted in preparation for client and/or prospect presentations. Participated in Trust Investment/Accounting meetings as needed. Ensured all files are current, including.

Prepared tax returns for the 2005 tax year. Dealt one-on-one with clients and reviewed W-2s, 10-99s, 10-98s, and other forms relevant to people's taxes. Also received experience in filing procedures with financial documents and tax laws.

Interned within the Private Client Group. Was responsible in helping with a Trust Systems Replacement Project that had roughly 14,000 admin review issues to clean up. Searched Trust documents for missing W-9's, DOB's, Promissory Notes, Fee Clause Codes, missing beneficiaries and other Admin Review Issues. Worked extensively with creating and organizing.

🎓 Master Of Business Administration Degree With A Focus In Finance

🎓 Bachelor Of Business Administration Degree In Trust Management, Minor In Financial Planning