James F. Email & Phone Number

New York, New York, United States

+ Deliver client loan review reports incorporating the comprehensive analyses of our CEIS Review teams. + Project Manager of a core operations overhaul; responsible for testing, direction, integration, coordination, and assessment of progress on newly developed systems.+ Respond to and escalate client queries regarding outstanding credit risks, and finalize all resulting revisions approved by the Responses team. + Tailor loan Schedules to map CRE, C&I, and Leveraged loan metrics such as Risk Ratings, Exceptions, Covenants, Capitalization, Debt Structures, Stratifications. + Determination of Criticized Classified Loan Loss Reserve sufficiency; taking consideration of CECL, Pool assignments, Impairments, and Purchase Credits. + Stress near-maturity loans as to analyze various refinance risks, namely interest effects, LTV, Net Operating Income.+ Negotiate client Sample lists conforming to contracted scopes including but not limited to: Criticized Classified, Leveraged, New and Renewed, Top Relationships, and Participated loans. + Review client credit files to verify loan components such as approvals, payment structure, appraisals and inspections, annual reviews, taxes and financials, guarantors, and officer memos. + Summarize and update client credit policy briefings on elements involving Risk Ratings, site inspections, financial statements, tax returns, annual reviews, rent rolls. + Utilize Qlik Sense, S&P Global Market Intelligence, and S&P Capital IQ Pro to consolidate business data, monitor client portfolio performance, provide trend insights, and generate database queries. + Reconcile all workflow tasks in accordance with company protocols to ensure SOC audit compliance.+ Train newly hired staff and provide evaluations to trainees and management as to promote communication and foster development.

New York, New York, United States

+ In accordance with pre-defined curriculum, taught various academic subjects to elementary student classes which included science, technology, English, and math.+ Met with student parents to communicate progress, address concerns and complaints, and act as Chinese translator.+ Led student classes in educational and recreational activities, coordinating with program director to arrange scheduling, logistics, and finances.