Christopher J. Savoca Email & Phone Number

New York, Ny, Us

Stamford, Ct, Us

NYC based team focused in ABL. Agent, direct, participant, and club deals stretching from $15M to $200M+ in several different industries. Total portfolio under management has funds in excess of $400M.

New York, Ny, Us

Worked for CIT, a division of First Citizens Bank as a Portfolio Manager with a broad array of clients with funds in excess of $200MM, as well as assisted in the underwriting of the majority of credit requests for several other more senior Portfolio Managers.

New York, Ny, Us

Successfully trained three analysts and assisted numerous account executives/portfolio managers by conducting in-depth analyses for clients within the CMS business unit. This included preparing detailed annual credit reviews, analyzing financials, cashflows, budgets, projections, monitoring collateral, assessing credit risk ratings, handling credit requests, and managing day-to-day tasks. Demonstrated effective multitasking and maintained consistent time management to meet time-sensitive deadlines.

New York, Ny, Us

Rotational program (credit training) within the commercial services business unit, specializing in commercial lending.• Client Portfolio: Collaborated closely with the team leader and account executives to analyze client portfolios, spread financials, detect trends, draft detailed reports for credit approval, update cashflows, conduct KYC's, PLM's, present in quarterly portfolio meetings, and nurture client relationships.• Field Exam: Conducted on-site operations with diverse clients, overseeing field exams, preparing inventory reports, reconciling invoices, as well as managing AR and AP.• Underwriting: mentored by the lead director and the underwriting team to structure deals for new prospects. Responsibilities included crafting comprehensive credit approval packages, conducting detailed client analyses, and collaborating with the in-house legal team to finalize deals.• Credit: Focused on analyzing customers for unsecured loans and gaining insights into bankruptcy, the process of writing comprehensive committee reports on customers' financial standings, identifying credit risks, and understanding the key concepts contributing to a company's success.• Customer Service: Acquired valuable experience with customer service officers, learning the intricacies of maintaining customer relationships, and ensuring fair and respectful service with the best interests of both parties in mind.

Dublin, Oh, Us

Worked alongside several advisors in the fiduciary practice of financial planning. Gained insight into delivering financial services encompassing life/health insurance, retirement planning, college planning, stock portfolio diversification, and various other sound investment vehicles.