Gary Lindgren Email & Phone Number

Richmond, VA

Working with Capital One Bank to update their Loan Underwriting and Risk Rating Applications. Execute and maintain program management processes and disciplines in the areas of: program schedule and quality, communications, costs, procurement, issues and change management. Work with Business Analysts to capture functional and non-functional requirements..

Richmond, VA

Acted as a QA Test Lead on two projects within Capital One Bank which utilized HP Quality Center and included the implementation of a Vendor Designed Commercial Loan Origination System and the a Vendor Designed Commercial Loan Risk Rating System. Governed the development of the overall Test Plan, creation of Test Cases and reported test results to Senior.

New York, NY

Served as project lead on the merger and acquisition of Commerce Bank within the Commercial Real Estate Group Reviewed existing Commercial Real Estate loans, gathered documentation and migrated targeted loans to the Bank’s construction loan computer system called CLCS.

New York, NY

Worked within the Community Lending and Investment Group underwriting primarily multi-family housing, tax-enhanced construction and permanent financing loans. Responsibilities included analyzing property cash flows and preparing a financial assessment of the borrower, guarantors and tax credit investors. Prepare and present reports to senior management and.

New York, NY

Provide a risk analysis within the bank's commercial real estate loan portfolio, dealing primarily with Real Estate Investment Trusts and Commercial Mortgage Backed Securities. Responsibilities include assigning risk ratings for each credit presented, preparing a financial assessment of the borrower, preparing cash flow projections, reviewing operating.

New York, NY

Conduct Operational and Financial Audits within the Business Credit Group, focusing on business risk assessment and adequacy of internal controls, dealing primarily with Middle Market Business Clients. Manage all phases of the audit including developing the audit programs, planning the audit, determining compliance and identifying exposure areas..

Seattle, WA

Manage over an assigned Commercial Real Estate Portfolio. Responsibilities include preparing detailed financial assessments of each loan utilizing cash flow projections, financial statements, business statements and tax returns as well as other financial data. Prepare and present reports to senior management, provide explanations of performance variances..

Private BankingResponsibilities include supporting Relationship Managers through the underwriting of complex credits, including income properties, purchase transactions and loans used for investment purposes. Analysis of corporate and personal tax returns, financial statements and other supporting documentation required. Responsible for preparing cash flow.

Provide financial services to affluent clients within an assigned market area. Responsibilities include developing, managing and growing a portfolio of clients to include consumer and small business loans, establish deposit and investment relationships and other financial services as needed. In-depth profiling to determine additional sales opportunities as.

Private Banking Responsibilities include credit analysis, analyzing personal and business financial statements, determining cash flows and preparing projections. Support the Relationship Manager by assisting in sales efforts and preparing presentations. Coordinate statistics for various reports, maintain tickler file and keep informed of current bank.

Serve customers seeking a variety of installment, commercial and mortgage loans. Ability to sell and cross-sell bank products and services. Ability to read and analyze financial statements. The position requires excellent interpersonal, oral and written communication skills as well as a working knowledge of Federal Banking Regulations.

Completed a structured sequence of classroom and on-the-job training in basic bank operations and consumer lending. Emphasis is on understanding how bank units work together and on developing product knowledge, sales techniques and basic management and supervisory skills as well as technical expertise.

Open, Close and Maintain DDA and Time Deposit accounts. Sell bank products and services as well as develop new business. Assist customers in person and on the telephone. Perform safe deposit box functions. Maintain signature cards, signing authorities and other account agreements. Compile and compute information for reports. Balance accounts and process.

B.S, Business/Finance And Marketing

Bachelor Of Science In Business And Finance, Business Administration And Management, General