David Lima Email & Phone Number

Houston

• Relationship Manager for a >$1Bn portfolio of distressed loan assets primarily in the U.S. energy sector.• Developed, structured, and executed workout strategies in order to minimize credit losses to the Bank.• Engaged in negotiations with clients and distressed debt buyers with the goal of maximizing Bank recoveries.

Houston, Texas Area

• Key member of deal teams (pitch, term sheet, document negotiation, and syndication effort) awarded several agency mandates and large bilateral facilities (>$50MM) in the Latin American oil and gas sector.• Engaged with clients to obtain information required to complete detailed financial models and credit analysis in order to verify the viability of proposed transactions.• Advised locally based origination teams in Brazil, Colombia, Mexico, Peru and Trinidad on loan structuring, risk assessment, and documentation for oil and gas transactions.

International Credit - Global Risk Management Latin America

• Performed in depth risk assessments to identify material issues on incoming corporate credit applications from Brazil, Peru, Chile and Mexico, ensuring the ongoing credit quality of the portfolio.• Built strong working relationships with Banking, providing high quality service in Portuguese and Spanish.• Developed automated Access reports to facilitate analysis and improve performance management.

Corporate Credit; International Credit; Trade Floor Risk; Crisis Management Plan

• Completed rotations in Risk Policy (Crisis Management), Trade Floor Risk Management, International Credit (Latin American) and Corporate Credit (Financial Institutions).• Leveraged VBA programming skills to successfully complete systems testing for the Global Fixed Income Risk Warehouse rollout under severe time constraints.• Executed a revision of the Bank’s LC Fronting Policy that included designing the action plan, interviewing stakeholders, drafting the policy proposal, and developing flowcharts within the agreed timeline.

Degroote School Of Business

DeGroote School of Business, Hamilton, ON· Instructed fourth year undergraduate students on how to evaluate individual company performance and organizational health for strategic purposes.· Resolved student email inquiries and problems with maximum turn around time of 24 hours.· Built personal relationships with students through in-class conversations and multiple individual mentoring sessions.

Credit Risk Management Analytics / Hedge Funds

• Successfully completed an impact analysis, on the effect of switching to a new dataset in calculating economic credit capital for bank’s non-retail portfolio, two weeks ahead of schedule. • Wrote two reports and made recommendations on the parameters, data, and methodology used in modelling economic capital that received praise from both the Senior Manager and Director. • Evaluated fixed income bonds to identify key risks and determine the appropriate level of collateral required.

· Automated a manual reporting process by developing an Excel macro to consolidate several territory business plans into one document, saving one day of work per month and therefore improving efficiency.· Researched and developed marketing forecast worksheets in Excel for user to predict market size of various eye diseases, enabling the company's CEO to define competitive strategy.· Created comprehensive research reports on various different eye diseases and treatments to aid the CEO in determining new product viability.

· Produced documentation for standardized in house development practices, receiving praise and credit from manager.· Anticipated, identified, tracked and resolved database design issues and risks affecting the development of TELUS' new Data Warehouse.· Contributed to the successful development and implementation of a multi-million dollar data warehouse by performing data integration activities and conducting knowledge transfer to new employees.

· Applied Business Process Modelling theory and techniques to develop Process Models for TELUS Executive Leadership Team reports to identify opportunities for automation.· Maintained professionalism in dealing with employee concerns during process changes, allaying fears related to job losses in the Business Intelligence department.

· Created monthly consolidated metrics reports that clearly summarized complicated technical data allowing executives to review information for decision making needs.· Automated a repetitive manual process by developing a program to harvest and export database information to a text file resulting in continuous time savings and thus highly increasing efficiency.· Trained three new employees in the use of Quality Assurance systems and procedures.

· Learned to perform new tasks using several different software tools under severe time constraints to alleviate the pressure on full time employees coping with a reduced workforce which led to recognition by manager for my rapid learning curve in adapting to new demands.· Used software specification documents to develop and implement test cases and wrote supporting technical documentation.· Identified and resolved a critical software bug through meticulous testing that would otherwise have caused a serious security breach.

· Instructed students on the use of Gould Trading Floor software (Bloomberg, Reuters, and Real Time Trader).· Delivered one hour seminars to introduce students to the Gould trading floor environment and all of its resources.· Provided frontline customer service through telephone interactions with students and members of the community calling the trading floor to inquire about trading prices and market information.

Mba, Finance, Valuation, Marketing

Activities and Societies: Case Competitions: Haskayne, HEC Sustainability, Financial Executives International Best in Class, John Molson.

B. Eng, Computer Engineering And Management