Jeffrey Schultz Email & Phone Number

Potomac, Md, Us

Nashville, Tn, Us

Mclean, Va, Us

• Collaborated with origination, underwriting, and junior credit teams to compile Credit Approval Memos, encompassing cash flow modeling, collateral valuation analysis (field audits and BBC), covenanting, risk rating, and policy documentation• Achieved $1MM in fee revenue within 4 months of joining the team by leading a top-of-the-house approval for a hospital customer and successfully recommending credit structures, resulting in 11 deal approvals in 2023• Expanded company's film finance market segment by developing and proposing a new product policy and risk framework, resulting in expected approval and significant growth in the $27.3B market• Directed and oversaw a $650MM+ healthcare-focused Asset Based Revolving loan portfolio, serving as the key C-level relationship manager, and ensuring ongoing customer satisfaction

Mclean, Va, Us

Manage a portfolio of criticized assets primarily in healthcare. • Managed $375MM special assets portfolio with no losses, leveraging prior credit fundamentals and resources to quickly get up to speed on distressed borrowers. Protected bank's balance sheet through successful amendments• Led due diligence sessions resulting in determination of alternate funding sources, preventing borrower from using government funds; successfully garnered lender support against admin agent's influence, allowing sponsor to secure alternate funding without limiting future activity or priming first lien lenders• Approved amendments, quarterly risk ratings, and annual reviews completed by Line 1 for credits on the watch list.• Managed a healthcare-centric portfolio of criticized assets, implementing effective loss mitigation strategies in collaboration with borrowers, lenders, and legal counsel• Directed quarterly and annual review processes, ensuring Regulatory Risk Rating Accuracy, and negotiated legal documentation

Mclean, Va, Us

Provide executive-level leadership with P&L accountability for corporate finance underwriting in the healthcare sector ranging from physician practice management to pharma. Typical transactions provide senior secured debt financing of $50-500M to private equity sponsors and corporations in support of leverage buy-outs, acquisition financing, and working capital needs within the healthcare sector.Vice President, Underwriting and Portfolio Management■ Led underwriting and credit recommendations for Syndicated Commercial Loans (Cash Flow and ABL) in Healthcare Specialty lending for 100+ private equity-backed M&A transactions, closing 30+ deals totaling over $1B in on-book assets, showcasing excellence in managing cross-functional teams (originations, capital markets, legal, regulatory, revenue cycle, etc.). ■ Led Legal Agreement negotiations with borrowers and external counsel. ■ Primary relationship manager of the customer/sponsor at the C-level responsible for developing the relationship beyond closing the transaction to build future potential business and networks.■ Recognized for exceptional ability to manage diverse, cross-functional teams throughout the full transaction life cycle.GE to Capital One Integration, (2016 – 2017)■ Recipient of the Above and Beyond Award for contributions to the agile development and roll-out of a new user-centric portfolio management technology system used across all of Capital One’s Corporate Bank valued at more than $60B in assets.■ Served as a leader for the Corporate Finance integration from legacy GE platforms to Capital One.

Norwalk, Ct, Us

Supported the Chief Risk Officer of GE Healthcare Financial Services including the management of recruitment and teams responsible for Cash Flow, Asset Based, and Real Estate Life Sciences lending platforms, a $15B portfolio. Drove the development of processes and tools to monitor portfolio performance and risk as Head of the Risk Analytics Team. Vice President, (2011 – 2015)■ Led leveraged finance credit recommendations to Senior Business Credit Officers.■ Held position through GE to Capital One integration; asked to continue role once integration was completed.■ Negotiated final credit terms and established risk management structure for GE Capital's first mid-market focused $400 million Collateralized Debt Obligation (consisted of over 40 loans). Vice President, Enterprise Analytics Manager, (2005 – 2011)■ Recipient of the 2007 Summit Award (top 10%) for contributions to the business.■ Spearheaded the effort to digitize and centralize reporting and efficiency tools to facilitate exponential asset growth of $4B to over $15B.■ Created an enterprise dashboard designed to provide senior leaders with real-time, customized portfolio analytics.■ Subject Matter Experts (SME) and Product Manager for the Strategic Asset Management (SAM) technology platform ensuring the application supported the developing needs of the business and regulators. Led roll-out of SAM 2.0 for the business.■ Led team that improved performance management reporting, resulting in best-in-class recognition and the delivery of monthly/quarterly reporting within 5 days’ time (vs. historic 20 days). Project Manager, Finance, Norwalk, CT, (2003 – 2005)■ Led team of nine direct reports in the development of a new financial chart of accounts in support of GE Capital’s conversion of over $100B in commercial loans to a consolidated sub ledger.■ Converted and successfully delivered production environments (including staffing) for three U.S. and UK platforms in under 18 months.

London, Gb

Manager, Business Process Risk Consulting■ Managed teams at client sites for a number for large banks and insurance companies, with primary focus on operational and accounting consolidations. ■ On Pro-Bono basis secured resources to help the Cantor Fitzgerald Relief Fund design and develop an Access Database to track donations and disbursements to employees’ families affected by 9/11 attacks.

Assistant Vice President, Internal Consulting■ Led several operational consolidations integration associated with acquisitions by Wachovia. Managed system, resource, and accounting consolidation efforts for acquisitions of Central Fidelity Bank, Jefferson National, First United Bank, and Interstate Johnson Lane (Brokerage). ■ Project Manager for system implementations of Wachovia’s Trust Real Estate platform and Bloomberg Trading system for Wachovia Fixed Income Capital Markets.

Education record

Mba, Business Administration

B.S., Business Administration