Connie Lee Email and Phone Number
As a seasoned Credit Analyst and Portfolio Manager with 18 years of experience in the banking sector, I bring a deep understanding of financial analysis, commercial real estate and portfolio oversight. My expertise lies in evaluating and managing complex loan portfolios , having recently overseen a $888 million loan portfolio while serving as the reginal contact for 15 loan officers at a $22 billion bank. With a proven track record of conducting detailed credit analysis and cash flow evaluations, I've successfully managed the credit quality of top-producing loan portfolios totaling over $600 million.Throughout my career, I have completed hundreds of loan requests - most recently 456 commercial loans worth $575 million - with a focus on strategic risk mitigation and regulatory compliance. My skills in financial statement analysis, cash flow models and market/industry research enable me to provide informed credit decisions that drive business growth will maintaining financial integrity. I thrive in fast-paced environments that require attention to detail and strategic thinking, having train new teams in cash flow analysis, financial software and loan packaging.In addition to my analytical skills, I have a passion for mentoring and developing new talent. As a team lead and trainer, I've spent 6 years guiding junior analysts, ensuring they're equipped with the technical and collaborative skills necessary for success. Prior to my current role, I built and operated my own business for 15 years, showcasing my entrepreneurial spirit, operational acumen, and ability to lead teams. Whether working independently or as part of a cross-functional group, I bring a hands-on approach to problem-solving and a results-driven mindset.
Centennial Bank
View- Website:
- my100bank.com
- Employees:
- 1064
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Senior Credit Analyst-Portfolio Manager-Team LeadCentennial Bank Jan 2016 - Present -
Credit Analyst Trainer/Team LeadCentennial Bank 2016 - PresentMentored and developed less experienced analysts for 6 years by providing guidance and assistance.In 2023 – 2024 trained a team of new hires on the core skills of cash flow analysis, financial spreading software and credit packages. Plus encouraged a culture of team collaboration and continuous learning.Responsible for two credit analysts by reviewing work product and further training in different types of underwriting.
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Credit Analyst Senior-Portfolio Manager-Team LeadCentennial Bank 2016 - PresentCompleted 456 commercial loan requests in the last 2 years for a total value of $575 million, demonstrating exceptional productivity and commitment to delivering results.Prepared 45 Annual Reviews with Financial Covenant and Interest Rate Sensitivity Testing for loans over $3 million for a total of $410 million in exposure with collateral valuation and narrative reports.Monitored credit quality of loan portfolios for the top two producers ($600 million combined) in the region of the bank.Conducted meticulous financial statement analysis and credit evaluations for diverse project types, including industrial, land development, hotels, commercial real estate, and multi-family apartments, ensuring unwavering compliance with lending policies and regulations.Prepared credit packages for all loan requests including credit memos with spreadsheets, industry research and due diligence with comprehensive risk assessments to support informed credit decisions and mitigate potential risks.Collaborated with loan officers, underwriters, and legal professionals to ensure accurate loan documentation and compliance with credit policies.
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Owner/Operations ManagerHelping Hands 2000 - 2015Owned, operated and expanded a professional cleaning business, servicing a wide range of clients.15 years of proven ability to lead multiple projects at different locations, monitor progress and meet deadlines. Quality assurance and detailed inspection are top priority. Each project saves customer time and cost 35% less than market rate.Directed 11 ongoing projects with a base of 25 regular monthly customers. Successfully grew revenue and customer base by word-of-mouth referrals within the community.Reputation as efficient manager of people and resources with a record of integrity, dependability, and sound business judgment.
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Vice President/Branch ManagerRegions Bank 1993 - 1999Directed overall operations of a $90 million branch office.Effectively managed a 14-member team with budgeting, compliance, human resources, customer sales and service.Developed and implemented sales, market and service strategies resulting a 20% increase in office score from 80% to 100% within first 6 months.
Connie Lee Education Details
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Business Administration -
Barnett Bank Credit SchoolCertified Commercial Credit Analyst -
Barnett Banks, Inc.Management Associate Program
Frequently Asked Questions about Connie Lee
What company does Connie Lee work for?
Connie Lee works for Centennial Bank
What is Connie Lee's role at the current company?
Connie Lee's current role is Senior Credit Analyst & Portfolio ManagerExpert in Commercial Lending and Cash Flow AnalysisPlus Managing Loan Portfolios.
What schools did Connie Lee attend?
Connie Lee attended University Of Arkansas At Little Rock, Barnett Bank Credit School, Barnett Banks, Inc..
Who are Connie Lee's colleagues?
Connie Lee's colleagues are William Carcamo, Amee Tribble, Marci Willis, Lance Turner, Frank Jensik, Tonyia Platt, Megan Bray.
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Connie Lee
(Former) Adas Feature Development Engineer At Ford Motor CompanyDetroit Metropolitan Area
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