Evan Babb Email & Phone Number

Hauppauge, New York, United States

Perform as the primary point of contact and trusted advisor to a portfolio of 50 business clients, providing them access to the broad resources of M&T Bank and Wilmington Trust, thereby maximizing their ability sustain, grow and thrive through changing economic cycles.

New York Tri-State

In March 2022, was recruited to rejoin Citibank to assist in the buildout and expansion of the firm's SBA business vertical. Extended lending solutions to commercial enterprise primarily for the purpose of purchasing owner-occupied real estate, financing CapEx, debt refinance, business acquisition, partner buyout and/or working capital support. Specialized product focus served to mitigate risk to the bank while providing more flexible borrowing terms for applicants versus conventional offerings.Ended 2023 at 239% of goal, finishing 2nd amongst 13 BDOs nationwide, contributing 13.4% of the collective team production and carried forward a robust pipeline of prospective opportunities into 2024.

Greater New York City Area

As an integral team member of the Northeast Division, proactively supported the Long Island and Queens marketplace as the sales and subject matter expert for all SBA product solutions offered by the bank as well applicant eligibility for each. Served as a liaison between the bank, prospective and existing clients, local SBA District Offices and Certified Development Companies to stay abreast of updates to standard operating procedure (SOP) as well as facilitate the flow of information between all stakeholders, primary of which being the client.Utilized a variety of lead sources to garner pertinent information on decision makers and their potential business needs, thereby enabling the ability to showcase value-add and gain access to the prospective target.

New Hyde Park, New York, United States

Performed as a trusted advisor to a portfolio of about 50 privately held companies (those with annual revenue generally between $5MM and $50MM).Applying a consultative approach, endeavored to learn each client's / prospect's particular needs, plans, angst, etc., in order to tailor and propose banking solutions to address the need at hand or resolve a concern (inclusive of cash management, lending, payables, trade, fraud prevention, online solutions, et al.).Leveraged a broad and well-established network of COIs to maintain a steady stream of new business opportunities.

New York, New York, United States

Performed in comparable manner to that described for the Business Relationship Manager III role under the JPMorgan Chase banner above.Consistent top-producer and graduate of the firm's Leadership Development Program.Graduated Omega Performance formal commercial credit training administered by Citibank.

New York, New York, United States

DTCC is the central repository for securities in the U.S. and provides clearing, settlement and information services for equities, corporate and municipal bonds, government securities and over-the-counter derivatives.Performed as a liaison between the firm and its bank and broker-dealer members to foster a continually interactive discourse, serve as each assigned member's central point of contact, cross sell product and service offering, and ensure that both the client’s and firm’s corporate objectives were consistently met.