Jim Steele, Cfa, Caia Email & Phone Number

Co-manage $350 million portfolio of nationally syndicated C&I loans. Manage the entire process as new C&I syndicated loans are sourced, underwritten and funded by identifying opportunities that are consistent with our program mandate, leading the preliminary assessment (pre-flight), collaborating with relationship managers to complete underwriting and building consensus with senior loan committee (CEO, Chief Credit Officer and Senior Commercial Executive).Identify, develop and manage… Show more Co-manage $350 million portfolio of nationally syndicated C&I loans. Manage the entire process as new C&I syndicated loans are sourced, underwritten and funded by identifying opportunities that are consistent with our program mandate, leading the preliminary assessment (pre-flight), collaborating with relationship managers to complete underwriting and building consensus with senior loan committee (CEO, Chief Credit Officer and Senior Commercial Executive).Identify, develop and manage relationships with regional and national partner banks.One of only 3% of employees across the company to be named to President’s Club as a top producer in 2023.Co-manage relationship with third-party derivatives provider. Show less

Corvallis, Oregon

I oversaw origination and ongoing management of syndicated loans on behalf of middle-market Banner Bank clients by collaborating with relationship managers and other colleagues to negotiate and structure credit facilities, preparing confidential information memoranda and other marketing materials, negotiating legal documentation and maintaining relationships with regional partner banks.I managed a portfolio of commercial and industrial syndicated loans, including Term Loan As, Term Loan… Show more I oversaw origination and ongoing management of syndicated loans on behalf of middle-market Banner Bank clients by collaborating with relationship managers and other colleagues to negotiate and structure credit facilities, preparing confidential information memoranda and other marketing materials, negotiating legal documentation and maintaining relationships with regional partner banks.I managed a portfolio of commercial and industrial syndicated loans, including Term Loan As, Term Loan Bs, Revolvers, and project finance facilities. Screen opportunities, underwrite credits, and review ongoing performance of companies in portfolio.I co-managed our relationship with an external swaps provider to provide an interest rate derivatives program under which swaps are offered to our clients. I was on a three-person team that oversaw the transition of our swaps relationship to a new partner and oversaw the day-to-day transition efforts. Show less

Boise, Idaho Area

I oversaw hedging operations to ensure that interest rate risk was appropriately mitigated; ensured that the Association maximized gains from loan sales; set interest rates daily; and served on the pension committee for IHFA's self-managed pension plan. I increased the association's gain from loan sales by $100,000 in my first month in this position.

I managed a portfolio of up to $150,000,000 comprised of positions in syndicated loans, including Term Loan As, Term Loan Bs, Revolvers and Project Finance for regional and national companies, with responsibility for identifying loans that met Banner's risk and return preferences, fully analyzing all aspects of credit requests, identifying and mitigating financial weaknesses and weaknesses in credit structure, and monitoring performance in order to identify adverse trends. I consulted on… Show more I managed a portfolio of up to $150,000,000 comprised of positions in syndicated loans, including Term Loan As, Term Loan Bs, Revolvers and Project Finance for regional and national companies, with responsibility for identifying loans that met Banner's risk and return preferences, fully analyzing all aspects of credit requests, identifying and mitigating financial weaknesses and weaknesses in credit structure, and monitoring performance in order to identify adverse trends. I consulted on Banner-led syndications and participations for in-market clients by identifying prospective members of bank groups and preparing Confidential Information Memoranda. Show less

Portland, Oregon Area

Jackson, Wyoming

I managed a $20,000,000 portfolio of small business and real estate loans, approved loans within my $100,000 personal loan authority, prepared detailed underwriting memoranda that analyzed all aspects of credit requests and mitigated weaknesses, and reviewed construction loan draw requests. I also administered the branch's approved appraiser list. In the aftermath of the financial crisis, I worked out of non-performing credits by liquidating two retailers and restructuring a hospitality loan… Show more I managed a $20,000,000 portfolio of small business and real estate loans, approved loans within my $100,000 personal loan authority, prepared detailed underwriting memoranda that analyzed all aspects of credit requests and mitigated weaknesses, and reviewed construction loan draw requests. I also administered the branch's approved appraiser list. In the aftermath of the financial crisis, I worked out of non-performing credits by liquidating two retailers and restructuring a hospitality loan into an A-Loan/B-Loan structure. Show less

Jackson, Wyoming

Education record

Graduated with honors in the top 10 percent of the Class of 2016.

Bachelor Of Business Administration, Finance

Graduated cum laude. College of Business and Economics Finance student of the month.