Jonathan (Jono) Allen Email & Phone Number

Monroe, NC, US

Charlotte, North Carolina, United States

• Leveraged Finance PM within the Corporate and Investment Bank
• Manage a $1.5b portfolio of highly leveraged lending to private equity-owned companies
• Accountable for credit and risk management within the portfolio
• Manage transactions and present sound risk mitigation strategies and credit recommendations
• Proactively monitor the portfolio based on thorough modeling, financial analysis, and industry research
• Specialist for PE subscription facilities

Palmerston North, Wanganui-Manawatu, New Zealand

• Senior-level commercial manager specialized in Construction, Forestry, and Transport
• Core roles as credit underwriter, relationship manager, and portfolio manager
• Led, structured, and underwrote tailored corporate and commercial transactions
• Exercised in-depth financial and industry analysis
• Managed portfolio risk, returns, and balance sheet growth; quickly identified at-risk accounts
• Spanned 1/6 of NZ from Wanganui and Hawkes Bay through to the Wairarapa and Wellington regions

Palmerston North, Wanganui-Manawatu, New Zealand

• Industry specialization: Retail, Tourism, and Hospitality
• Wrote credit proposals for complex and high-value transactions
• Exercised detailed quantitative analysis of financial statements, cashflows, and forecasts
• Analysed proposals against underwriting standards and the bank’s risk appetite
• Evaluated business risk and credit risk through internal and external qualitative analysis
• Conducted annual and interim reviews and covenant monitoring to manage portfolio risk

Palmerston North, New Zealand

• Refer to Corporate Credit Analyst role for job description
• Supported development and implementation of a bank-wide COVID-19 loan restructuring solution
• Developed a system to map incoming lending requests to enable precise turnaround times

Palmerston North

• Assisted with management of a commercial banking portfolio, managing roughly 1/3
• Assisted with credit applications, risk management, pricing, and built financial analysis skills
• Accountable for the daily management of deposit funds across the portfolio

Palmerston North

• Business and personal lender also providing insurances, investments, and everyday banking solutions
• 1st place on regional leaderboard in 3rd month of the role
• Received a national Super Achiever Award as a top-performing personal banker

• Analysed and prepared governance capability and business performance reports
• Advanced Microsoft Excel use developing and refining reporting models

The Square, Palmerston North

• Provided friendly, professional customer service with advice based on a broad product knowledge
• Collaborated with team members to meet daily sales targets

• Travelled with executives to represent the university at networking and promotional events

• Guided campus tours for executive guests and prospective students
• Represented the university at events and at the main welcome desk, emphasizing customer service

Graduate Diploma In Arts, Economics

Graduate Diploma in Arts (Economics) (GradDipArts(Econ)) The Graduate Diploma in Arts enables graduates to study another subject area.

Certificate Of Proficiency, Statistics

Certificate In Business Studies

Bachelor Of Arts (B.A.), Theological And Ministerial Studies

Activities and Societies: President, Vice President, Chaplain, and Sergeant-at-Arms of Epsilon Zeta Chi Literary Society; Vice President.