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.
• 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.
• 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.

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.

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.

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.

Education record

Mba, Business Administration

B.S., Business Administration