Jeri A. Fellerman Email & Phone Number

Fairfax, Virginia, United States

Provide advisory services to financial institutions primarily in the areas of credit administration, special asset management, mergers and acquisition/transition planning, and structured finance. Additional services include recovery and resolution planning.

Vienna, VA

• The Women’s Center is a nonprofit organization providing mental health counseling, support, education, and advocacy services for more than 5,000 constituents annually in Northern VA and Washington, D.C. Positions.
• Governance: Participated in drafting bylaws amendments to update officers, signing authorities, board resolution requirements.
• Strategy: Participated in development of multi-year strategic plan including SWOT analysis, updates to organization’s mission and vision statements, and development of 5 mission-critical strategic priorities.
• Liquidity: Grew 2020 and 2021 net assets, solidified Center’s cash position and increased reserves.
• Succession Planning: Initiated succession planning strategy with respect to senior staff and board directors.
• Investments: Drafted and implemented an Investment Policy and created an Investment Committee.

Baltimore, MD

• Positions include: Board Member, Dean’s Advisory Council (2017 – Present)Board Member, Underrepresented Groups Advisory Board (2021 – Present) Board Chair, Dean’s Alumni Advisory Board (2013 – 2016)
• Created DAAB Endowed Scholarship Fund with contributions from board members.
• Established mentorship/coaching program (now CareyNEXT) for full-time MBA students.

Washington, D.C.

• The Girl Scout Council of the Nation’s Capital is a nonprofit organization serving Washington, D.C., MD, Northern Virginia, and West VA. It is the largest council in country with >70K members and 4K troops.Positions.
• Finance: Held signature authority on financial accounts and annual IRS 990. Compiled and presented treasurer’s report at each board meeting (5-6/year) including the annual meeting with >800 attendees.
• Governance: Led Governance Advisory Committee overseeing updates and/or amendments to bylaws. As Treasurer, voting member of governance, audit and investment committees.
• Investments: Committee member overseeing multimillion-dollar endowment including quarterly review of investment performance.
• Banking Relationship: Played key role in transitioning council’s banking relationship to new financial services provider that included negotiation and implementation of a multimillion-dollar line of credit.
• Major Gifts: Provided real estate expertise related to donation of a multimillion-dollar parcel of land.

Fairfax, VA

• Educate Fairfax is a nonprofit organization whose mission is to elevate the community by providing enhanced support and resources to students and teachers at Fairfax County Public Schools.
• Held signature authority on financial accounts. Compiled/presented treasurer’s report at board meetings. Co-reviewed annual audited financial statements and IRS 990 with accountants. Fundraised $5K annual give/get.
• Drafted/implemented bylaw amendments to update officers, signing authorities, board resolution requirements.
• Participated in rebranding including a name change and new mission/vision statements to align with strategic objectives.

Rockville, Maryland, United States

• EagleBank is a publicly traded community bank with $10+ billion in assets providing depository and lending services. ■ As EVP & Senior Credit Officer (2/2018 - 12/2019), held P&L accountability and multimillion-dollar.
• Co-Chair/Voting Member: Management Loan Committees (C&I and CRE) | Credit Risk Committee
• Voting Member: Criticized Asset Committee | Non-Voting Member: Directors’ Loan CommitteeServed on the following committees:
• Strategic Plan Management: Preserve Asset Quality (Lead) Team and Maintaining the NIM Team.
• Current Expected Credit Loss Steering, Commercial Real Estate Concentration, CRE Concentration & Reduction in ADC Concentration.
• Disaster Continuity and Recovery and Business Plan Committee. Teamwork:

Mclean, VA

• Senior Relationship Manager providing financial services to middle-market corporations, both public and private, with complex organizational structures and financing requirements.
• Portfolio Management: Oversaw portfolio consisting of 56 relationships and generated approximately $6.6 million in pre-tax pre provision (PTPP) revenue. Outstanding loans averaged >$115 million with overall portfolio.
• Business Development: Transitioned banking relationship of former Bank of America client (large GC with >$1 billion in revenue) including a $38.5 million term loan, $10 million line of credit and treasury services.
• Capital Markets: Provided financing to private, international entertainment company for acquisition of new, well-known entertainment concept and financing for prominent local family acquisition of major league baseball.
• Debt Restructure: Arranged strategic debt restructure and provided funding for prominent government contractor which included $65 million asset-based revolver and several tranches of subordinated debt.
• Compliance: Nominated to “Taking it to the Next Level” compliance improvement team formed following Wachovia/Wells Fargo merger to resolve issues regarding “Know Your Client” policies and procedures raised by.

Alexandria, Virginia

• Relationship Manager providing financial services to upper middle-market corporations with complex organizational structures and financing requirements located throughout Northern Virginia.
• Managed a portfolio of 10-15 upper middle-market clients with annual revenue >$500K.
• Collaborated with a team of product specialists and interfaced with bank divisions and affiliates to deliver working capital lines of credit, real estate financing, tax-exempt bond financing, tax lien financing.

Mclean, VA

• Client Manager providing financial services to middle-market corporations with complex organizational structures and financing requirements.
• Primary point of contact in the delivery of financial services to national and global, public, and private middle-market corporations with complex organizational structures and financing requirements.
• Oversaw a portfolio that generated $7 million in annual revenue and $2.9 million in net income after tax. Outstanding loans and deposits averaged $489 million and $93 million respectively, with an overall ROE of >26%.
• Collaborated with a team of product specialists from other bank divisions and affiliated organizations to deliver working capital lines of credit, real estate financing, tax-exempt bond financing, tax lien financing.
• Industry expertise in lease-to-own purchase (LTOP) financing, tax lien financing, retail, restaurants, hospitality, and government contracting.

Washington, D.C.

Provided financial products and services including tax-exempt bond financing to non-profit organizations in the Washington metropolitan area, specifically private schools, religious organizations and other 501(c)3 entities.

Master'S Degree

Bachelor'S Degree, International Relations And Affairs