Donna Robertson Email & Phone Number

Los Angeles, California, United States

Primarily responsible for the development, implementation and standardization of a centralized First Line of Defense credit risk management program supporting multiple commercial lending divisions. Provides independent oversight of credit risk governance and determines the effectiveness of risk mitigating controls, continuous monitoring and testing.

Los Angeles, California, United States

Direct oversight of all risk management activities for both Commercial and Specialty Banking Divisions with indirect oversight of the centralized Compliance, Loan Administration and Data Governance teams

Strategically guides the Specialty Banking Division management team on operational risk management and operational and lending compliance matters. Works with the management team to incorporate operational integrity into all aspects of the unit‘s delivery channel. Manages and directs operational staff in monitoring risk associated with the operational.

Responsible for the development and implementation of an enterprise-wide risk management program. Plan, review and recommend changes to internal control framework, policies and processes. Review all Examination reports and ensure corrective action and remediation. Proactively oversee the Bank's audit program, including third party vendor management..

Promoted to this position in March 2003. Additional responsibilities include credit policy and review, credit quality and risk management, oversight of the bank's Note Department; chairperson for credit committee meetings; bank compliance, oversight of the bank's corporate training program, and key interface with regulatory agencies. Activiely participates.

Responsibilities include development and management of lower to middle market commercial credits. Responsible for underwriting and structuring various loan products including commercial (middle market, asset based, SBA), real estate, and business acquisitions. Promorted to Regional Vice President of LA Regional Office in April 2000. Managed two VP Lenders.

Responsible for overall portfolio management of a commercial banking unit. Clientele included small commercial and middle market businesses. Managed a $26MM portfolio. Responsible for underwriting and structuring multiple bank products including commercial (middle market, asset based, SBA), real estate, private banking and entertainment financing. Prepared.

Organized and established underwriting procedures. Managed a VP Credit Underwriter, and a Credit Analyst in underwriting and structuring all bank loan products including, commercial middle market lending, asset based financing, SBA; real estate, private banking and entertainment industry transactions.

Responsible for developing and managing a loan portfolio of 40+ business banking relationships. Clients included small commercial, middle market, and fortune 50o companies (syndications and participations); with clients revenues ranging from $500M to $67BB. Additional duties included community involvement through participation in small business seminars.

After the successful matriculation through Bank's two year commercial lending training program; I was promoted to the position of Loan Officer (Century City Office). Developed new banking relationships through referrals and telephone solicitations. Responsible for managing a portfolio of 20 relationships with revenues ranging from $2MM to $40MM. Was.

Bs, Business Administration - Marketing

Activities and Societies: Alpha Kappa Psi - Business Fraternity.

Biology/Biological Sciences, General