David Tupper Email & Phone Number

Danvers, Massachusetts

Underwrote CRE, C&I, Construction and Residential NOO investment property requests for New England market. Managed existing New England commercial portfolio. Ordered and reviewed Environmental, Appraisal, Flood and Credit Reports. Advised Account Officers on loan structure to help mitigate risks.Completed annual reviews for existing relationships/loans within the New England and NY markets.Prepared application letters and commitment letters.Organized the working files… Show more Underwrote CRE, C&I, Construction and Residential NOO investment property requests for New England market. Managed existing New England commercial portfolio. Ordered and reviewed Environmental, Appraisal, Flood and Credit Reports. Advised Account Officers on loan structure to help mitigate risks.Completed annual reviews for existing relationships/loans within the New England and NY markets.Prepared application letters and commitment letters.Organized the working files with all necessary and supporting documents to ensure completeness prior to closing. Reviewed loan documents prior to closing.Monitored, tracked, and managed construction loans within the New England market. Advised and trained Junior Portfolio Managers and Associates within the department Show less

Roslindale, Ma

Underwrote in-depth analysis on CRE, C&I, and Residential NOO requests.Prepared and presented borrower reviews and renewals to the account officer and the credit committee.Assisted in revising/rewriting sections of the loan policy.Advised loan officers of additional lending opportunities with existing customers.Obtained financial information from customers or their accountants.Maintained multiple databases and reports.Reviewed existing loan files to ensure completeness… Show more Underwrote in-depth analysis on CRE, C&I, and Residential NOO requests.Prepared and presented borrower reviews and renewals to the account officer and the credit committee.Assisted in revising/rewriting sections of the loan policy.Advised loan officers of additional lending opportunities with existing customers.Obtained financial information from customers or their accountants.Maintained multiple databases and reports.Reviewed existing loan files to ensure completeness and accuracy. Analyzed potential borrowers and prepared new credit offerings.Maintained borrower credit files to ensure information is up-to-date, stale data is properly archived, and that the file is well organized. Show less

Prepared in-depth analysis on CRE, C&I, and Residential NOO borrowers.Contacted and obtained financial information from customers or their accountants.Maintained and developed multiple databases, reports, and credit files.Prepared loan documentation using various software programs.Inspected construction projects and advanced on requests.Prepared and processed monthly SBA remittance.Coordinated with Attorney’s office regarding closings and required… Show more Prepared in-depth analysis on CRE, C&I, and Residential NOO borrowers.Contacted and obtained financial information from customers or their accountants.Maintained and developed multiple databases, reports, and credit files.Prepared loan documentation using various software programs.Inspected construction projects and advanced on requests.Prepared and processed monthly SBA remittance.Coordinated with Attorney’s office regarding closings and required documentation.Ordered and reviewed appraisals. Show less

Responsible for product orders for the Frozen, Dairy, and Bakery departments.Increased sales by bringing in new product lines, while reducing lower turn items. Assisted in the training and development of new employees.

B.S, In Business Administration, Finance, Politics

Activities and Societies: Students Encouraging Global Awareness; Bowling Club

Education record

Activities and Societies: DECA, Ice Hockey, Cross Country

Education record

Activities and Societies: Cross Country, Ice Hockey