Jonathan Blanco Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia

• Underwrite secured inventory floor plan facilities for motorsports dealerships.
• Complete borrower due diligence including KYC, background check, credit check, AML review, and enhanced due diligence.
• Portfolio risk servicing for $300MM of total direct committed exposure
• Determine borrower risk rating based on financial analysis.

Greater Atlanta Area

• Write Enterprise Valuation reports for Syndicated & Leveraged Loan Borrowers by partnering with CIB team, capital markets, C-level executives, Financial Sponsors, and Private Equity Groups to collect data & assess.
• Industries Covered: Technology, Media, & Entertainment, Oil & Gas, Energy, Restaurants, Defense, Healthcare, Financial Services, and Diversified Industries (i.e., manufacturing, retail, commodities, etc.)
• Financial Analysis/Modeling: Three statement financial projections (5-7 years)
• Enterprise Valuation: DCF, public comp. multiples, & comparable transactions
• Industry Analysis, comparable company analysis, and comparable transactions
• Use FactSet, S&P, and other resources to determine market enterprise value, identify comparable public companies, and comparable transaction multiples.

Kennesaw, Georgia

• Accomplishment: managed corporate credit insurance policies, including monthly reports, requesting credit limits, training others, negotiating policy renewals
• Participate in client meetings/conference calls with sales team to assess needs and structure senior secured credit facilities.
• Underwrite senior secured credit facilities for small to midsized companies with revenues of $5.0MM-$200MM.
• Negotiate credit agreement/legal documents alongside internal counsel.
• Review borrowing base certificates, third party collateral appraisals (AR, AP, Inventory, Equipment, and Enterprise Value)
• Participate in credit committee meetings/calls with executive management.

Kennesaw, Georgia, United States

• Accomplishment: developed product for Spanish speaking clients, helped translate legal documents, website, and marketing materials, traveled across the country to promote Bibby products and services
• Assist with integration of newly acquired business.
• Sell secured loans to transportation clients based on accounts receivable.
• Verify collateral, file UCC liens, and fund clients.
• Use loan management software to manage collateral base
• Assist accounting with tracking and reconciling payments

Kennesaw, GA

Assist underwriting team with obtaining due diligence items.Review legal documents and assist with legal filings and credit & background searches.Manage client data using CRM software (Salesforce).