Dan Ouellette, Sr Email & Phone Number

Boston, Ma

• Led all aspects of real estate risk within the Bank (national platform) with primary responsibility managing credit risk for a $16B RE portfolio consisting of over 3,000 loans as well as annually approving $4B in new loan originations comprised of 400 to 500 loan transactions.• Member of Senior Credit Committee that approved commercial loan transactions for relationships exceeding $35M which included real estate, auto (platform and term), middle market, not-for-profit, asset based, and… Show more • Led all aspects of real estate risk within the Bank (national platform) with primary responsibility managing credit risk for a $16B RE portfolio consisting of over 3,000 loans as well as annually approving $4B in new loan originations comprised of 400 to 500 loan transactions.• Member of Senior Credit Committee that approved commercial loan transactions for relationships exceeding $35M which included real estate, auto (platform and term), middle market, not-for-profit, asset based, and other lending specialty credit exposures. • Individual RE signing authority for $100M of Group Exposure and individual loan transactions of up to $35M. Individually approved over 100 transactions annually both new originations and major modifications.• Chair of Loan Monitoring and Watch Committees which consisted of construction, term, affordable housing, credit lines, and REITS. Also Credit Officer for national affordable housing platform for all equity transactions. Approved over $300M in new equity investments during the first two years of the program for housing projects located throughout the US. Show less

Boston, Ma

• Managed 54 credit professionals located in Boston, Providence, Brooklyn, Manhattan, and Philadelphia.• Group underwrote in excess of $4B new loans annually for large corporate, middle market, REIT, and multi-family real estate clients in addition to servicing a $24B loan portfolio (6,000 loans), including $10B FNMA portfolio, since liquidated. • Responsibilities included managing RE credit, servicing, underwriting, and designation as Chief FNMA Credit Officer. Key Accomplishments:… Show more • Managed 54 credit professionals located in Boston, Providence, Brooklyn, Manhattan, and Philadelphia.• Group underwrote in excess of $4B new loans annually for large corporate, middle market, REIT, and multi-family real estate clients in addition to servicing a $24B loan portfolio (6,000 loans), including $10B FNMA portfolio, since liquidated. • Responsibilities included managing RE credit, servicing, underwriting, and designation as Chief FNMA Credit Officer. Key Accomplishments: • Consolidated all Real Estate credit, underwriting, and servicing under one national division within the Bank.• Directed due diligence for two multi-family loan portfolios and one real estate company acquisition. Show less

Brookline, Ma

• Managed Commercial RE Group for $6B Brookline-based commercial bank with the majority of the Bank’s loan portfolio consisted of construction and term real estate loans with a small portion, C&I loans. • Directed five lending officers, worked closely with the Loan Review team and was responsible for all RE loan originations, underwriting, servicing, and workouts. • Member of the loan committee which approved all RE & C&I loan originations and modifications

Boston, Ma

• Joined as Senior Vice President and Team Leader. Led team of seven workout professionals and two support staff.• Managed all types of troubled loans including construction, REIT, mortgage warehousing, term, bond, and affordable housing/tax credit bridge loans. Product types included apartments, retail, office, industrial, timeshare, land, residential subdivisions and condominiums, college dormitories, and one medical university. • Properties were located throughout NE, FL, TX, NJ, NY,… Show more • Joined as Senior Vice President and Team Leader. Led team of seven workout professionals and two support staff.• Managed all types of troubled loans including construction, REIT, mortgage warehousing, term, bond, and affordable housing/tax credit bridge loans. Product types included apartments, retail, office, industrial, timeshare, land, residential subdivisions and condominiums, college dormitories, and one medical university. • Properties were located throughout NE, FL, TX, NJ, NY, CO, CA, AL, NV, and the Carolinas. Key Accomplishment: within two years, reduced a $525M troubled debt loan portfolio to less than $325M primarily through note sales with limited foreclosures. Show less

Boston, Ma

• Joined Citizens in 1997 as a Vice President, promoted to SVP in 1999. Managed a team of four relationship managers and four underwriters/portfolio managers.Key Accomplishments:• In 1998, financed the first REIT loan on behalf of Citizens and helped establish Citizens Financial Group REIT financing platform.• Created the Citizens Bank of Massachusetts Affordable Housing platform; in 2007, the team committed over $50M in new loans including bridge, permanent, construction and New… Show more • Joined Citizens in 1997 as a Vice President, promoted to SVP in 1999. Managed a team of four relationship managers and four underwriters/portfolio managers.Key Accomplishments:• In 1998, financed the first REIT loan on behalf of Citizens and helped establish Citizens Financial Group REIT financing platform.• Created the Citizens Bank of Massachusetts Affordable Housing platform; in 2007, the team committed over $50M in new loans including bridge, permanent, construction and New Market Tax Credit loans.• Consistently in the top 25% of bank producers for loan originations, cross-sells and new deposits; awarded bank-wide Top Performer five times (program in place for seven years).• Active participant in multiple bank acquisitions. Show less

100 Federal Street, Boston Ma.

Created REO Group and subsequently supervised five teams composed of 30 officers. Provided technical guidance and trouble shooting expertise throughout the workout process.  Managed 200+ subsidiary corporations in the loan workout, property management, disposition, leasing and administration of assets across New England and National markets.  Served on Budget and Approval Committees responsible for all spending, leasing, management, disposition, and restructuring plans. (see resume for… Show more Created REO Group and subsequently supervised five teams composed of 30 officers. Provided technical guidance and trouble shooting expertise throughout the workout process.  Managed 200+ subsidiary corporations in the loan workout, property management, disposition, leasing and administration of assets across New England and National markets.  Served on Budget and Approval Committees responsible for all spending, leasing, management, disposition, and restructuring plans. (see resume for multiple positions with this employer) Show less