Jason Torres Email & Phone Number

Walnut Creek, Ca, Us

Hicksville, Ny , Us

Dixon, California, Us

Serve to advise & assist local businesses with anything banking related. While based in Solano & Yolo Counties, have the ability to support clients anywhere within the Bank's footprint.

San Francisco, Ca, Us

Continue to foster incredible relationships with clients with a holistic approach that includes assisting with financing needs as well as day-to-day banking (deposits, treasury management, FX, etc). Also enjoy helping founders & partners navigate any personal banking and wealth management needs. I'm fortunate enough to work in many sectors of business banking, some of which include tech & life sciences, non-profit, private equity/VC and professional services.

San Francisco, Ca, Us

Underwriting and Analysis: Underwrite high quality credit narratives in support of new and existing loans. Networking and Business Development: Constantly seek new opportunities to deepen existing relationships as well as expand into new relationships. Foster strong relationships within the tech/startup/venture ecosystem. Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. Portfolio Management: Create, maintain, and monitor all loan and credit files at the highest quality. Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.

San Francisco, Ca, Us

- Help ensure team's portfolio complies with all applicable regulations and loan agreement requirements. - Analyze financial statements and assess a client's ability to borrow, then offer feedback on ways to mitigate any potential risks. - Assess cross-sell opportunities and make appropriate recommendations. - Engage in sales & marketing campaigns to help further grow the portfolio. - Manage pipeline reporting to help the team effectively manage their existing client's needs in conjunction with all prospective client deals.

San Jose, Ca, Us

Worked in the Commercial & Industrial division of Bridge Bank as a Credit Analyst. My responsibilities included: - Analyzing a borrower to identify significant sources of credit risk and recommend ways to mitigate those risks. - Creating and adjusting financial models to accurately portray the financial well-being of clients. - Dissect and analyze financial statements. - Based on findings, make suggestions as to how we can better serve our clients and/or ways we can better safeguard the bank. - Meet with clients to discuss their outlook on the future of their company and help identify their current and future financial needs.

Mba, Entrepreneurship

Bachelor'S In Business Administration, Small Business Management & Entrepreneurship