Daniel Weldon Email & Phone Number

Portland, Or, Us

Seattle, Washington, Us

Middle Market Commercial Lending. We are seeking opportunities to support investor / developer owned light industrial, manufacturing, multi-family and office property, together with working capital and equipment financing opportunities. Specific expertise in CRE construction.

Salem, Oregon, Us

Relationship focused business to customers across market sectors Credits include Ag, CRE, Residential development, trade and equipment.Global and Project focused underwriting including financial spreads of all customer tax returns and statements. Review loan documentation. Maintain annual reviews including LSRs, Risk Rating, and Pricing. Loan collections when appropriate. Specialty in commercial multifamily and multi-tenant retail new construction, jumbo custom and residential subdivisions underwriting.

Portland, Or, Us

Contract position evaluating structure and dynamics of the Mid-Columbia (WA) energy market, and collaborating with market owners and participants in methods and mechanisms to improve commerce while increasing transmission system utilization transparency necessary for system planning.Daily interactions span multiple functions - power sales, transmission scheduling, planning, policy, and leadership engaging stakeholder groups including utilities, power marketing, and industry associations.

Salem, Or, Us

Served as the senior planning analyst for SELP and Energy Development Services, Managing the state-wide Energy Efficiency and Sustainable Technologies (EEAST) and Cool Schools programs which provided Energy assessments, technical assistance, business case development and project planning to homeowners and public schools. Coordinated project financing through the state small scale energy loan program. Served as an information resource on EEAST, Cool Schools, and other state energy finance initiatives.Working with multiple stakeholders with divergent agendas, we Identified over $120 million in cost-effective energy saving opportunities in public K-12 schools and Financed over $11 million in cost effective energy saving capital upgrades at public K-12 school districts creating over $50 million in local economic benefits in the first 2 years – local jobs, goods, equipment, and environmental impactsNegotiated contractual agreements which shared costs and improved program implementation

Portland, Oregon, Us

Directed multiple strategic initiatives within Umpqua BankDeveloped the Umpqua GreenStreet loan program, resulting in applications of over $3 million per month into consumer, commercial and government -guaranteed lending areas Budgeting, planning, and reporting Responsible for identification of lending opportunities, client acquisition, detailed financial analysis, project underwriting, and ongoing relationship monitoring and management.Managed a loan portfolio of $55M with high marks in customer retention and satisfaction.Credits were centered in the small and middle market segment of $1-10M Total Credit Exposure. Expanded customer relationships through thoughtful recommendations of complimentary banking services. Successfully managed through significant market downturn.

After earning my MBA, applied theory to practice through entrepreneurial ownership of a small mortgage company and consulting practice.Services included residential mortgage loan origination, processing, and contract underwriting (sub-contractor to Mortgage Lending Services).Negotiated wholesale lending and contract underwriting agreements, managed all aspects of operations, including bookkeeping, payroll, income and expense.

Capital Equipment design/build supplier to High Tech Wafer Processing OEMs.Project management of complex RFP solutions involving cross-functional teams of Engr, Manuf., Purchasing, and Shipping.Reduced customer cost by 29% while increasing company profit margin.

Established profitable mortgage lending operation within a small, locally owned, community bank serving rural communities from Salem to Portland, OR.Authored mortgage lending credit policy in compliance with regulatory and secondary market requirements.Managed mortgage loan asset portfolio from origination through disposition via both bulk and correspondent sale transactions

Starting as a community development residential loan officer with focus on CRA oriented low and moderate income loan programs, demonstrated expertise within the low income subsidized lending area and advanced to underwriter for special programs including State Bond, Mortgage Credit Certificate, FHA and VA programs.Consistently exceeded loan production goals. Delivered training to loan officers, processors, and junior underwriters on special loan programs.

Mba, Finance & Leadership

Leed Ap, New Construction V2.2

Ba, Speech Communication