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