Haley Dotter Email & Phone Number

Santa Clara, Ca, Us

Santa Clara, Ca, Us

Santa Clara, Ca, Us

- First line oversight of impaired/criticized loan portfolio (10-15 credits, average loan size of $4MM).- Perform in-depth evaluation of borrowers’ financial reporting; identify liquidity trends, changes in sources & uses of cash, and ability to continue servicing loan payments.- Assess clients’ financial position and determine appropriateness of risk rating adjustments in conjunction with timely preparation of comprehensive quarterly credit reports; key findings and recommendations presented to Head of Advisory Services, Chief Credit Officer, and other rotating bank leaders.- Collaborate with entrepreneurs, venture capitalists, subordinated lenders, and internal credit partners on potential loan restructure terms; underwrite modifications customized for the business profile, collateral/liquidation coverage, and initial debt product. Facilitate legal documentation and system implementation of amendments.- Train associate mentees (16 to date) on bank credit policy, accounting principles, portfolio management procedures, and overall best practices.- Selected by former manager to represent bank and its development program, recruiting university graduates and early career professionals via on-campus and virtual networking events or interviews.

Santa Clara, Ca, Us

- Engaged in advanced, hands-on training in commercial lending to the venture innovation economy; assisted 6 separate teams in prospecting, due diligence, underwriting, and loan portfolio maintenance over 3 rotations.- Originated or refinanced loan facilities for 17 clients across numerous geographies (Boston, NYC, Dallas, Phoenix, San Francisco, San Diego) and verticals (FinTech, HaaS/Frontier, Consumer, Enterprise, Pharmaceuticals, Diagnostic Testing, Medical Devices), representing $110.9MM in total underwritten debt.- Mitigated risk of impaired loans through direct collection effort, achieving over $25MM in principal recovery.- Recognized in 2021 as sole recipient of ‘Portfolio Management Aptitude’ Award among cohort of ~25 peers for demonstrating strong attention to detail, intellectual curiosity, and work ethic.- Led new hire training sessions for various systems/applications and provided subject matter expertise for a new interactive course for internal bank education.

Austin, Texas, Us

- Benchmarked the performance of the System against other peer-group pension funds; analyzed state legislation, board decisions, and benefit enhancements affecting the System.- Evaluated member satisfaction and efficiency of retirement benefit delivery using quantitative and qualitative data; recommended future initiatives and solutions to improve operations.

Franklin, Tennessee, Us

- Investigated the effects of 3 different drugs on cognitive deficits associated with a mouse model of Alzheimer’s Disease; applied detailed protocols and systematic methodology to quantitatively detect the presence of particular biomarkers that indicate advanced stage disease progression.- Compiled and presented to other laboratory members the findings of relevant studies from published journals.

Nashville, Tennessee, Us

- Identified particular epigenetic mechanism in neuronal cells as a likely influential process in learning and memory encoding.- Performed precise laboratory techniques to sort proteins of interest and determine the frequency of specific gene expression in mouse brain samples.

Dallas, Texas, Us

- Evaluated health and fitness literature and authored narrative for various outlets dedicated to the field of preventive medicine and life-long public health.- Increased blog website traffic and boosted community engagement on social medias.

Bachelor Of Arts - Ba, Neuroscience

Education record