Jonathan Weitz Email & Phone Number

Portland, Oregon Metropolitan Area

Milwaukie

Successfully manage a Commercial Banking Team. Manage a staff of lenders, analysts and administrative staff for Advantis Credit Union. Grow commercial portfolio revenue as directed by senior management. Approves loans within assigned limits, manages loan and portfolio credit quality. Work with both State and Federal regulators and examiners. Skills include: Strong relationship management and business development/sales skills, well-developed analytical and problem-solving skills; considerable knowledge of credit and credit quality, thorough knowledge of bank products and services, industry, and regulatory environment; ability to work effectively with individuals and groups in managing customer relationships; and excellent presentation, verbal and written communication skills.

Successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients. Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals. Conduct in-house appraisals and real estate analysis. Order and review appraisals for Central Oregon Region. Compliance training.Skills include: Strong relationship management and business development/sales skills, well-developed analytical and problem-solving skills; considerable knowledge of credit and credit quality, thorough knowledge of bank products and services, industry, and regulatory environment; ability to work effectively with individuals and groups in managing customer relationships; and excellent presentation, verbal and written communication skills.

Bend, Oregon

Grow and Manage a complex portfolio of Commercial loan and deposit customers. Successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships.

Klamath Falls, Oregon

Develope and manage a portfolio of commercial clientelle under $200M per loan request. Generated new business through front line cold calling and third-party referral networks. Strong business development/sales skills and relationship management.

Portland, Oregon Area

Managed portfolio of 40+ large corporate clients. Analyzed corporate financial statements, budgets and business plans. Direct research into timber, medical and hospitality industries.

Portland, Oregon Area

Provide support to Credit Approval Team. Focus Real Estate Lending group and National Corporate Banking. This was a 1 year internship position to bring line officers into CA for skill development.

Portland, Oregon Area

Reviewed Commercial loan files for risk assessment and compliance with bank policy. Analysis of portfolio risk and migration. Worked with senior management to analyze portfolio risk and update risk rating system for commercial lending.

Portland, Oregon Area

Underwrite dealer consumer paper. Provide analytical support to dealer Commercial Loan Officers. Manage a portfolio of dealer flooring facilities.

Portland, Oregon Area

Trained in all aspects of banking including branch management and commercial lending.

Portland, Oregon Area

Worked as retail salesman for outdoor, ski, fishing store.

Beaverton, Oregon