John Leister

John Leister Email and Phone Number

Healthcare Commercial Credit Underwriter @ TD
Malvern, PA, US
John Leister's Location
Malvern, Pennsylvania, United States, United States
John Leister's Contact Details
About John Leister

Accomplished business development and customer relationship management professional with broad experience in healthcare customer financing, program management, business development and financial analysis, helping drive business for industry leaders in healthcare practice and hospital systems financing. Proven abilities in new customer acquisition as well as current customer relationship management. Also experienced in program development and management. Skilled in all aspects of deal sourcing, analysis, preparation for underwriting and closing. Consistent top performer, achieving quarterly quota goals and annual customer retention and other scorecard parameters. Also versed in delivering financing and leasing solutions for operating vs. capital treatment in accordance with FASB 13 where required.

John Leister's Current Company Details
TD
Healthcare Commercial Credit Underwriter
Malvern, PA, US
Website:
td.com
Employees:
1
John Leister Work Experience Details
  • Td
    Healthcare Commercial Credit Underwriter
    Td
    Malvern, Pa, Us
  • Td
    Healthcare Commercial Credit Underwriter
    Td Sep 2021 - Present
    Exton, Pennsylvania, United States
    • Credit Analysis – Analyzing and underwriting healthcare practice lending requests greater than $1MM for dentists, doctors, veterinarians, optometrists and podiatrists.• Managing all aspects of the process including document collection, financial analysis, risk assessment, presentation to senior credit/risk management.
  • Mbo Partners
    Loan Processing Specialist
    Mbo Partners Feb 2021 - May 2021
    Malvern, Pennsylvania, United States
    Provide support for PwC in their contract with a top-ten U.S. bank for PPP loan processing, including error resolutions, application submission to SBA and documentation of approved loans.• Document Preparation - Completed over 90 loan applications to date with $7MM in PPP loan fundings.• Error Resolution Processing - Working on SBA applications with error codes, completing over 40 SBA customer requests to date.
  • Citizens Bank
    Healthcare Business Development Officer
    Citizens Bank May 2014 - Dec 2020
    Plymouth Meeting, Pa
    • Created the Citizens Healthcare Practice Banking brand in a region where the Bank had no presence; utilized advertising, trades shows, industry conferences, and developed a network of industry COIs to drive all aspects of practice financing opportunities.• Performed at top of the group annually, consistently meeting quota or scorecard goals; brought in average of 15-20 new-to-bank customers in dental, veterinary, medical and optometric practices as well as closing opportunities with current Bank customers.• Developed and facilitated practice financing throughout eastern Pennsylvania, southern New Jersey and Delaware, with expertise in practice acquisition analysis and financing; accomplished all tasks related to financing, including: business development, cash flow and debt coverage analysis, credit write-up, negotiations with prospects on deal parameters, and collecting all required loan closing stipulations.• Provided financing solutions that meet Bank requirements while successfully competing against other healthcare and non-healthcare lenders; proficiency in prospect presentations and negotiations as part of sales process.• Aided team members in use of SalesForce.com, Excel, PowerPoint and internal systems; trained new C&I Relationship Managers on Citizens HealthCare vertical; underwriting credit profiles to underwriting were used as training tool for new and experienced reps.
  • 3-D Financial Services
    Healthcare Financing & Leasing Manager
    3-D Financial Services Jan 2009 - Apr 2014
    Siemens Medical Solutions, Malvern, Pa
    Led development of customer financing proposals as a service provided to Siemens Medical Solutions Health Services Division (Siemens HS, now Cerner), with concentration on IT software perpetual licenses, professional services and equipment financing, supporting both existing customer and new business accounts across the United States.Completed 19 financing opportunities for a total of over $18 million while continuing to support a sales force of 125-150 representatives and related personnel, including national and regional vice presidents.Expanded financial consulting role to Siemens HS sales teams and corporate sales support personnel, including direct contract and financing negotiations with customer C-level executives.
  • Siemens Medical Solutions
    Division Finance Manager
    Siemens Medical Solutions Jan 2005 - Dec 2008
    Malvern, Pennsylvania, United States
    Key member of team that developed the internal customer financing program for Shared Medical Systems (later Siemens Medical Solutions Health Services; now Cerner), a $1.2B (revenues) healthcare information solutions provider; subsequently chosen to implement and manage the program.Improved business processes and built new lender relationships for the in-house program, completing 172 financing transactions totaling $156 million.Spearheaded the development of private label financing language which facilitated the use of a financing solution and provided customers with a vehicle to achieve off-balance sheet treatment while allowing Siemens HS to meet the revenue recognition requirements of SOP 97-2.Executed all related tasks such as intake and tracking of prospects, structuring of proposals, syndication to lenders, along with written and verbal reporting on program status to executive management.Developed and delivered customer financing education for 125-150 sales, marketing and accounting personnel on a quarterly basis, at both Siemens corporate and regional field offices.

John Leister Skills

Finance Leadership Strategic Planning Contract Negotiation Process Improvement Financial Analysis Cross Functional Team Leadership Negotiation Forecasting Team Building Customer Service Business Planning Account Management Project Management Sales Executive Management Sales Management Risk Management Analysis Financial Reporting Budgets Selling Business Communications Peoplesoft Team Leadership Solution Selling Due Diligence Data Analysis Managerial Finance Budget Process Accounts Receivable Sarbanes Oxley Act Sales Presentations Relationship Management Asset Managment Pricing Strategy

John Leister Education Details

Frequently Asked Questions about John Leister

What company does John Leister work for?

John Leister works for Td

What is John Leister's role at the current company?

John Leister's current role is Healthcare Commercial Credit Underwriter.

What is John Leister's email address?

John Leister's email address is th****@****ast.net

What schools did John Leister attend?

John Leister attended University Of Rochester - Simon Business School, Franklin & Marshall College.

What skills is John Leister known for?

John Leister has skills like Finance, Leadership, Strategic Planning, Contract Negotiation, Process Improvement, Financial Analysis, Cross Functional Team Leadership, Negotiation, Forecasting, Team Building, Customer Service, Business Planning.

Who are John Leister's colleagues?

John Leister's colleagues are Ramón Abad, Sabrina Clement, Lori Hoes, Jennifer Kneeshaw, Kendall William, Ashley Morales, Andy Leung.

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