Jonathan Willis Email and Phone Number
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Skillful, dedicated, and results-oriented Analyst with a stellar background in credit risk, business, and financial analysis in the banking and mortgage industries. Outstanding experience in analytical, research, and all accounting functions, as well as budget analysis. Demonstrated capacity to lead and provide support in project coordination, information management, actuarial statistics, financial tracking, and database control.Specialties: •Proven ability to direct and assist in all financial functions and related administrative responsibilities with superb focus, accuracy, and attention to detail; identify priorities, and resolve issues.•Highly capable of developing and implementing new procedures, processes, and technology that enhance accuracy, analysis, and evaluation and preserve data quickly and efficiently.•Adept at all phases of business and financial analysis, reporting, and accounting.
First Citizens Bank
View- Website:
- firstcitizens.com
- Employees:
- 17773
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Commercial Portfolio ManagerFirst Citizens BankVentura, Ca, Us
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Vp 1 Specialty LendingSvb, A Division Of First Citizens Bank May 2014 - PresentCredit Quality/Portfolio Management: Currently managing a CRE portfolio over $250 million. While maintaining a strong customer focus and customer relations, assesses and monitors a commercial and private banking loan portfolio. Understands, adopts, and adheres to the Bank’s Loan Policy. Provides accurate assessments of credit risk as exhibited by proper risk ratings, comprehensive and accurate credit applications submitted for approval, solid loan recommendations and proposed structures. Understands loan documentation. Maintains comprehensive and current credit files. Monitors risk (delinquencies, overdrafts, etc.). Provides timely information to management regarding potential portfolio issues.
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Credit Analyst IiCommunity West Bank Jun 2011 - May 2014GoletaNew duties include providing detailed analysis of Financial Statements and credit histories for sales personnel to assist in the administration of commercial borrowing accounts. Perform annual reviews on HELOC and SBA loans. Perform Commercial Real Estate and SBA Underwriting. Provide leadership in all components in Construction Lending. Other duties include assisting in portfolio management. Formerly responsible for the Appraisal process for the Bank. Duties include requesting bids, assignment of orders and appraisal reviews. -
Risk AnalystFirst California Bank May 2007 - Jun 2009Served in key analytical support position involving Enterprise Risk Management (ERM) for a major state bank with 12 branches, 200+ employees, and $1.1B in assets.Researched and generated statistical reports vital to the bottom line, among them risk analysis of banking processes and products. Reported directly to Chief Risk Officer and Executive Vice President and submitted strategic planning, policy, and procedure reports to Board of Directors. Collected information, generated rated assessments, conducted surveys in compliance with SOX regulations, and presented results to management, updating information weekly, monthly, or quarterly. Conferred with executive staff on outstanding audit issues. Developed, initiated, and managed databases and monitored industry trends for improvements.
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Construction Loan AnalystAffinity Bank Nov 2002 - Apr 2007Provided mortgage and credit analyses for an established financial institution specializing in commercial, multifamily, and construction loans and full-service banking.Reviewed client financials, property appraisals, title policies, credit reports, and all business documentation submitted with loan requests. Verified accuracy of all pertinent information and underwrote files. Interfaced with brokers, clients, loan officers, funders, and underwriters. Helped prepare Portfolio Management Report for Construction Department. -
Assistant Manager At NovaFirst Interstate Financial Corp. 1988 - 1990
Jonathan Willis Skills
Jonathan Willis Education Details
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University Of PhoenixBusiness Administration -
Physical Education -
Ventura Community CollegeLiberal Arts
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Buena High School
Frequently Asked Questions about Jonathan Willis
What company does Jonathan Willis work for?
Jonathan Willis works for First Citizens Bank
What is Jonathan Willis's role at the current company?
Jonathan Willis's current role is Commercial Portfolio Manager.
What is Jonathan Willis's email address?
Jonathan Willis's email address is jo****@****ate.com
What is Jonathan Willis's direct phone number?
Jonathan Willis's direct phone number is +181850*****
What schools did Jonathan Willis attend?
Jonathan Willis attended University Of Phoenix, California State University, Northridge, Ventura Community College, Buena High School.
What skills is Jonathan Willis known for?
Jonathan Willis has skills like Banking, Loans, Credit, Credit Analysis, Risk Management, Financial Analysis, Commercial Lending, Portfolio Management, Financial Risk, Credit Risk, Mortgage Lending, Underwriting.
Who are Jonathan Willis's colleagues?
Jonathan Willis's colleagues are Karina Sanchez, Gretchen Matelski, Laura Jensen, Crawford Ciera, Faith Hudson, Nicholas Fennessy, Ryan K..
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