Supporting companies in the renewable energy and clean energy mobility ecosystems

Oversee the due diligence and underwriting of stakeholders in team’s $10Bn project finance portfolio of solar, wind, and fuel cell projects nationally, contributing to material portfolio growth over the last 4 years

Evaluate credit profile of various stakeholders for new renewable energy investment opportunities.

• Served as the internal POC and Advisor for new international business financing opportunities across several commercial banking offices. • Expanded middle-market U.S. multi-national client base in the Bay Area and Central Valley regions to fulfill the bank’s global expansion strategy through business development and internal bank partnerships.• Led the due diligence and closing for new and existing credits for companies with gross annual sales more than $20MM and less than $1Bn dollars.• Managed and deepened client relationships in a myriad of industries, including, but not limited to food & agriculture, semiconductor, consumer products, and traders.• Collaborated with internal partners to increase client portfolio cross-sell by 50% for international treasury, trade services, credit, foreign exchange, and other bank products.

Serve as the primary client liaison for 13 relationships with direct and operating exposure in various industriesLead the due diligence, credit structuring, pricing, underwriting, and documenting of new and existing credits Cross-sell international treasury, trade services, credit, foreign exchange, and other bank products

- Evaluate new leverage buyout financing opportunities by conducting comprehensive due diligence of company positioning, industry and competitor data, historical financial trends, and future cash flow - Construct financial models for prospective and existing clients - Manage portfolio of five lending relationships in the transaction processing, HVAC, software, education services and auto dealer services industries - Assist in analyzing and executing capital restructuring alternatives for portfolio companies in a wide array of industries including consumer, apparel and food - Write new deal recommendation memos and assist managers in presenting to an internal credit committee

- Assist in evaluating new leverage buyout financing opportunities - Construct financial models for prospective and existing clients - Assist in analyzing and executing capital restructuring alternatives for portfolio companies in a wide array of industries including consumer, apparel and food - Write new deal recommendation memos and assist managers in presenting to an internal credit committee

Conducted market research on expanding educational television at universities into North AmericaTranslated documents from Spanish to English