Greg Klein Email & Phone Number

Greenwood Village, Co

Perform internal asset and credit review functions for all portfolios of CoBank.

Denver, Co

Lead and participate in risk-based credit risk review exams, assess credit quality, assess compliance with credit policies and procedures, of the entire loan portfolio. Conclude the appropriateness of Risk Ratings assigned by lending staff and the corresponding affect on the Allowance for Loan Loss Reserve. Lead and assist in the preparation of loan review reports and present written analysis of relevant issues, conclusions and corrective actions to region managers and Board of Directors. Complete special projects for multiple departments within the Bank.

Littleton, Colorado

- Originated $6.4 Million of new commercial loans in 2012.- Serviced a commercial loan and deposit portfolio of privately-held businesses in the Denver metro area. - Specialized in commercial real estate mortgages, revolving lines of credit, Homeowners Association loans, deposits, treasury/cash management and closely-held business relationships and relatioship management.- SBA loan experience.

Denver, Co

-Performed multi-faceted safety and soundness reviews of a $2.4 Billion loan portfolio.-Created and refined procedures for analyzing a $2.4 Billion loan portfolio for both safety and soundness as well as reporting administration.-Performed Financial Planning and Analysis Loan Administration duties for a $2.4 Billion loan portfolio including multiple periodic and ad hoc reports related to asset quality and loan administration for senior management, accounting and finance.-Helped expand Loan Administration/Loan Review Department from two people to six people and managed the Colorado team of three individuals.-Instrumental in the conversion from OCC to Federal Reserve regulation oversight.-Served as liason to bankers regarding credit policy interpretation.

-Managed a portfolio of business loans and deposits consiting of 175 clients-Grew loan portfolio from $5 Million to $25 Million in a 5 year period.-Cross-sold financial products and services in all business segments operated by Wells Fargo.

Denver, Co

Account Representative - Managed a $33 Million portfolio and assisted several senior lending officers in the daily activities of servicing asset-based loans. Collateral Field Auditor - Completed all facets of a borrowing base certificate audit and gain an overall understanding of credit policy as it related to the entire $750 Million portfolio.