Eric Egan Email & Phone Number

San Francisco Bay Area

Senior Change Planning Leader supporting Commercial Banking. Triage, consult, develop strategies and mobilize the execution of work for top priorities. Key focus of deploying change management principles across organizations and business units. Regularly engage with senior bank leadership to advance priorities.

San Francisco, Ca

Consultant for the Middle Market Banking COO Strategy Team. Responsible for supporting the assessment, design, and execution of key strategic initiatives for the domestic and international business. Identify growth and efficiency opportunities through data driven approaches. Deliver synthesized recommendations to the executive leadership team. • Led Commercial Real Estate credit centralization. Established onshore and offshore delivery teams in U.S. and India • Led large… Show more Consultant for the Middle Market Banking COO Strategy Team. Responsible for supporting the assessment, design, and execution of key strategic initiatives for the domestic and international business. Identify growth and efficiency opportunities through data driven approaches. Deliver synthesized recommendations to the executive leadership team. • Led Commercial Real Estate credit centralization. Established onshore and offshore delivery teams in U.S. and India • Led large transformative change initiatives, partnering with 80+ team members across commercial banking; led cross functional teams across 12 core workstream owners; on time execution critical• Led international compliance and risk appetite effort; conduct data analysis and established a new exception approval process for onboarding international client legal entities. Create new front line process and procedures to drive efficiencies • Worked collaboratively with the Wholesale Project Management Organization. Identify business resources and subject matter experts, formulate milestones and dependencies, prepare status reporting, develop leadership materials and deliver recommendations to executive management team • Provided ongoing leadership and guidance for COO strategy team and business partners, garnering SME designation Show less

Walnut Creek, Ca

• Managed a deal team of 6 FTEs responsible for planning, developing, and implementing strategic office initiatives resulting in new client acquisitions, revenue growth, partner collaboration, improved customer retention and market intelligence• Supervised a complex loan portfolio centered in commercial real estate, manufacturing, service and technology. Served as the primary relationship contact and client resource for Middle Market segment • Designed framework for new client… Show more • Managed a deal team of 6 FTEs responsible for planning, developing, and implementing strategic office initiatives resulting in new client acquisitions, revenue growth, partner collaboration, improved customer retention and market intelligence• Supervised a complex loan portfolio centered in commercial real estate, manufacturing, service and technology. Served as the primary relationship contact and client resource for Middle Market segment • Designed framework for new client acquisitions, business strategy, and special projects. Managed ongoing credit portfolio and relationship sales processes. Built effective communication channels to deliver on time execution • Presented to senior management loan approvals, renewals, appeals, credit restructures, covenant defaults and operating exposure and risk exception processes• Strong understanding of credit policy, internal audit, regulatory compliance, Wholesale Loan Services, bank technology/systems and general line of business procedures • Led BSA/AML onboarding and implementation projects for completion of high risk memos and periodic customer reviews• Annual Pinnacle & Golden Stagecoach Award recipient Show less

San Francisco, Ca

• Participated in 6 month advanced credit training program focused on enhancing credit underwriting skills, relationship management, and strategic planning in financial services• Performed credit analysis including: quantitative risk assessment, financial statement analysis, projections, industry and business risk evaluation, management assessment, and customized loan structuring

Concord, Ca

• Accelerated FAP; offered early opportunity to enter Credit Management Training Program (CMTP)• Supported relationship managers and credit managers in overseeing a $1.5B loan portfolio with exposure to capital markets, syndicated credits, contractors, CRE, environmental services, tax exempt bonds and general C&I relationships

Central Coast, Ca

• 2005 & 2006 National Sales and Service Conference Winner• Consistently ranked #1 Personal Banker for Central Coast Region, both quarterly and annual sales recognition

Bachelor Of Science, Finance & Accounting

Activities and Societies: FMA, ITS, Poly Pack Finance Chair

Bachelor Of Science, Industrial Technology