Jared Weingast Email & Phone Number

Manhattan, New York, United States

•Assess risk of loan transactions and underwrite commercial mortgages to produce loan approval packages in accordance with Bank policy for various multifamily and commercial investment properties.•Assist Loan Officer in preparing new deal memos, term sheets, pricing models, property inspection reports and loan closing memos for presentation to Senior Management.•Review and analyze multiple financial and legal documents including but not limited to, tax returns, property operating statements, property rent rolls/leases, personal financial statements and entity documents.•Conduct market and industry research as related to property type.•Order, review and analyze third party reports including but not limited to, appraisal reports, environmental reports, property condition reports, credit reports and other reports as needed.•Produce annual loan reviews in coordination with the Loan Officer.

Hauppauge, New York

• Evaluate and Underwrite Commercial Mortgages for various multifamily, mixed-use and commercial properties. • Review and analyze multiple financial and legal documents including but not limited to, tax returns, income and expense statements, property rent rolls/leases, personal financial statements and entity documents.• Review and analyze third party reports including but not limited to, appraisal reports, environmental reports, credit reports and other reports as needed. • Assess risk of loan transactions in order to make a sound credit decision for the Bank.

Lake Success, New York

•Analyze and underwrite new commercial real estate loans in accordance with the Bank's lending guidelines and prepare credit memorandum for management approval.•Review and analyze various due diligence items including personal financial statements, rent rolls, income and expense statements, credit reports, and borrowing entity documents.•Review third party reports including, but not limited to, appraisal reports, environmental reports, building violation reports, and title reports.

Melville, New York

•Independently analyze and monitor credit profiles of multi-family and commercial borrowers in order to complete assessment rating models and determine commercial risk ratings •Conduct financial statement analysis, to include the calculation of key financial ratios and analysis of borrower financial strength, and industry research and analysis•Identify and document weaknesses in loan policy compliance and structure•Complete vulnerable asset reports and present to senior commercial credit officers

Melville, New York

•Led customer relationship management while conducting portfolio research in order to uncover sales opportunities; ensured clients were attributed to the right management accounts•Led compliance support for bankers by ensuring all bank and government regulations and procedures were adhered to while obtaining required documentation for product sales•Led administrative support to the banker team by preparing and reviewing reports, maintaining business files, monitoring client overdrafts, and liaising with other banks

•Managed a Premier Banking portfolio with existing high net worth clients; obtained new clients through proactive client contact and providing differentiated services•Maintained balanced production across various product categories, including deposit and credit production and revenue-generating business partnerships with bank partners

•Managed compliance support for Client Managers, Market Managers, and Administrative Assistants relating to the implementation of all compliance related material•Adopted national initiatives at the market level relating to Know Your Customer requirements (proper identification elements of the client) and new technology changes

•Managed the daily operations of the banking center by leading the sales and service process•Supervised teller transactions, managed the banking center cash needs, resolved prior day issues, and managed the coaching and scheduling of banking center staff

•Supervised Branch Customer Service Representatives and Tellers in order to ensure proper management decisions were made regarding branch operations and customer needs•As a Certified Consumer Lender, handled loan closings for consumer products such as homes, cars, and boats; reviewed credit reports in order to make responsible lending decisions