James Kopack Email & Phone Number

Stamford, Connecticut, United States

Managing Director – Credit, Commercial ServicesResponsible for reviewing and approving commercial services (factoring/payroll finance) transactions across multiple industries. Responsible for oversight of a $500MM portfolio secured by accounts receivable and inventory. Oversee all portfolio related concerns including annual reviews, amendments, waivers, restructurings, and interface with internal departments for all regulatory, procedural, and policy reviews.

Stamford, Connecticut, United States

Managing Director, Equipment Finance Underwriting and Portfolio ManagementResponsible for reviewing and approving equipment financing transactions across multiple industries. Responsible for a $1.8 billion portfolio secured by various equipment. Oversee all portfolio related concerns including annual reviews, amendments, waivers, restructurings, and interface with internal and external regulatory agencies. Manage eleven direct reports.

Greater New York City Area

Managing Director, Chief Credit Officer for Asset Based Lending, Maritime, Commercial Aviation, Aerospace & Defense and Healthcare ABLResponsible for reviewing and approving financing transactions for Asset Based Lending and various industries with an emphasis on Maritime, Commercial Aviation, Aerospace & Defense and other Transportation sectors. Responsible for a $2.3 billion ABL portfolio and a $2.2 billion secured loan portfolio for Maritime, Commercial Aviation, Aerospace and Defense (secured by marine vessels, aircraft, engines and parts). Oversee all portfolio related concerns including amendments, waivers, periodic and annual reviews, and interface with internal and external regulatory agencies.

Greater New York City Area

Chief Credit Officer/Risk group leader responsible for all financing transactions including leveraged buyouts, acquisitions, and recapitalizations. Responsible for management of $600MM portfolio.

Norwalk, Ct

Commercial & Industrial FinanceResponsible for structuring and underwriting numerous financing opportunities such as term loans, revolvers, capital expenditure lines, and leases. Additional responsibilities include assisting origination staff in structuring and assessing proposed transactions in pre-investment and investment committees, coordinating and negotiating terms with other participating lenders, managing and training staff associates, and managing various portfolio accounts including evaluating waivers and amendment requests. Underwrote 42 deals totaling over $1.7 billion.

Greater New York City Area

Acted as Senior Accounting Officer for parent holding company with $35 billion in assets, analyzing all firm-wide funding transactions, including foreign-denominated transactions and related hedges. Established procedures for and provided weekly, consolidated balance sheet analysis for Goldman Sachs Management Committee.

Greater New York City Area

Responsible for planning, supervision, and performance of audit assignments in diverse industries, including development of audit programs, reviewing internal accounting controls and operations, and supervision of up to eight staff persons.