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Jim Steele, Cfa, Caia is listed as SVP / Correspondent Banking Relationship Manager at HomeStreet Bank at HomeStreet Bank, a company with 1349 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at homestreet.com and a matched LinkedIn profile for Jim Steele, Cfa, Caia.
Jim Steele, Cfa, Caia previously worked as SVP / Correspondent Banking Relationship Manager at Homestreet Bank and SVP / Syndications Origination Manager at Banner Bank. Jim Steele, Cfa, Caia studied at Pacific Coast Banking School.
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AeroLeads found 1 current-domain work email signal for Jim Steele, Cfa, Caia. Compare company email patterns before reaching out.
I am a credit professional with experience underwriting complex loans, managing and growing a portfolio of syndicated national credits, and originating syndications on behalf of middle-market commercial clients.
Listed skills include Commercial Lending, Credit Analysis, Investments, Banking, and 6 others.
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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.
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.
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.
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.
Jackson, Wyoming
Other employees you can reach at homestreet.com. View company contacts for 1349 employees →
Tami Edwards
Colleague at Homestreet Bank
Potwin, Kansas, United States, United States
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SM
Sarah Montgomery
Colleague at Homestreet Bank
Tacoma, Washington, United States, United States
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SB
Shirley Bulatao
Colleague at Homestreet Bank
Kent, Washington, United States, United States
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CC
Catherine Crisanto
Colleague at Homestreet Bank
Seattle, Washington, United States, United States
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CF
Christina Flory
Colleague at Homestreet Bank
Puyallup, Washington, United States, United States
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CN
Charlotte Nichols
Colleague at Homestreet Bank
Greater Seattle Area, United States
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ET
Elizabeth Trinh
Colleague at Homestreet Bank
Clackamas, Oregon, United States, United States
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ML
Marquesa Lloyd
Colleague at Homestreet Bank
Greater Seattle Area, United States
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DA
Daniel A.
Colleague at Homestreet Bank
Greater Seattle Area, United States
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PA
Pja Abel
Colleague at Homestreet Bank
Seattle, Washington, United States, United States
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Graduated with honors in the top 10 percent of the Class of 2016.
Graduated cum laude. College of Business and Economics Finance student of the month.
Quick answers generated from the profile data available on this page.
Jim Steele, Cfa, Caia works for HomeStreet Bank.
Jim Steele, Cfa, Caia is listed as SVP / Correspondent Banking Relationship Manager at HomeStreet Bank at HomeStreet Bank.
AeroLeads has found 1 work email signal at @homestreet.com for Jim Steele, Cfa, Caia at HomeStreet Bank.
Jim Steele, Cfa, Caia is based in Bellingham, Washington, United States while working with HomeStreet Bank.
Jim Steele, Cfa, Caia has worked for Homestreet Bank, Banner Bank, Idaho Housing And Finance Association, and First Interstate Bank.
Jim Steele, Cfa, Caia's colleagues at HomeStreet Bank include Tami Edwards, Sarah Montgomery, Shirley Bulatao, Catherine Crisanto, and Christina Flory.
You can use AeroLeads to view verified contact signals for Jim Steele, Cfa, Caia at HomeStreet Bank, including work email, phone, and LinkedIn data when available.
Jim Steele, Cfa, Caia studied at Pacific Coast Banking School.
Jim Steele, Cfa, Caia is listed with skills including Commercial Lending, Credit Analysis, Investments, Banking, Loans, Small Business Lending, Portfolio Management, and Syndications.
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