Jon Ellis Email & Phone Number

Sioux Falls, South Dakota, Us

Sioux Falls, South Dakota, Us

Build and manage the Renewable Energy Division by seeking alternative energy lending opportunities across all industry sectors, including solar, storage, biogas (dairy/LFG/WWTP/WTE), biomass, fuel cells, hydrogen, CHP, microgrids and wind. Pathward has a robust and innovative national financing platform through which it is able to fund renewable energy projects, including its Structured Finance Division (SBA/USDA/DOE), its Sale/Leaseback Division, Equipment Leasing Division and Vendor Finance Program Division. Pathward has extensive experience in many industries, including renewable energy, transportation, manufacturing, staffing, petro chemical, government contractors, hospitality/hotels, insurance agencies and technology.

Huntersville, Nc, Us

Led efforts to promote strategic solar and biogas project development, built institutional tax equity and sponsor equity partnerships to deliver ReNew Petra's pipeline, and managed project finance activities.

Independent contractor/financial consultant to commercial real estate firms, finance companies and solar developers. Project consulting and deal facilitation for renewable energy projects. Portfolio and customer annual reviews for FDIC audits and new-client underwriting analysis for finance companies. Financial package preparation and debt placement for several real estate projects. Created a complex interactive global valuation, cash flow and contingent liability model with multi-layered shock analysis for a portfolio of 50 properties valued at $275,000,000.FTRANS Corp.; Charlotte, NC.; April 2015-August 20171099 Contract Underwriter • Independent portfolio and customer evaluation and new business relationship financial analysis and credit underwriting of asset-based and factoring line of credit facilities for senior credit approval and FDIC review.Sustainable Global Partners, LLC; Charlotte, NC; May 2015-March 2016Associate Director; Business Development & Operations; 1099 Engagement; focused on modeling and underwriting of projects across the globe to commercialize a biogas downdraft gasification technology.American Solar Integrators, LLC; Charlotte, NC; July 2011-May 2015VP of Operations and Business Development; focused on joint development of projects in Puerto Rico and the Yucatan Peninsula of Mexico.

Stamford, Connecticut, Us

Extensive financial modeling, marketing presentation creation and business development for utility-scale grid-tied solar projects. Hands-on involvement with the CEO and Executive Team for corporate finance needs and project finance transactions, including banks, private equity funds, tax equity investors and third-party IPPs.

Collinsville, Illinois, Us

Day & Night Solar offers customized design, engineering, procurement and construction management of commercial solar applications utilizing a national network of electrical contractors for installation. Products include unique proprietary solar arbors and canopy structures, and on/off-grid mobile products uniquely designed and field tested for rural electrification and emergency preparedness. Day & Night is proud to be the exclusive solar integrator for several nationally recognized companies, including a global restaurant franchise and a national hotelier, reflecting the strength of our team.

Serving All U.S. States, Us

Created the business plan and pro-formas for a denovo correspondent community bank, United Partners Bank. Implemented all office, systems and human resources functions. Led the organizational process including all staff and executive recruitment, director recruitment, regulatory applications, vendor selections and a capital raise in excess of $15,000,000. Successfully negotiated the sale of the group to Pacific Coast Bankers' Bank prior to receiving FDIC regulatory approval. Developed and maintained C-Suite relationships at over 200 community banks in North Carolina and Virginia. Significant credit underwriting and analysis of bank loan portfolios and direct bank exposure, including loan quality, liquidity and capital levels. Cross-sold complex banking products including interest rate hedges/swaps, portfolio risk stress testing, loan pricing model, and asset & liability management.

Atlanta, Ga, Us

Regional correspondent lender serving and developing relationships with community bank C-Suite executives at approximately 130 banks in North Carolina, Virginia and West Virginia. Extensive real estate lending and underwriting across the footprint. Top-Five loan producer with gross loans generated of over $150,000,000. Left this position to start United Partners Bank, which was sold to Pacific Coast Bankers' Bank.

Lewisville, Texas, Us

Management and oversight of three corporate entities across four locations including 120 employees. Led revenue growth of 66% and significant improvement in profitability. Supervised a staff of twelve with functional responsibility for financial reporting, billing, receivables, payables, office systems, human resources and customer service. Implemented and maintained an extensive financial tracking platform for variance and trend analysis across key metrics and indices. Created numerous complex ad hoc Excel models as needed to support operations, sales commissions, inventory control and acquisition opportunities. Responsible for all risk management including the review and/or creation of all legal documents, contracts, licenses, permits, vendor agreements and lease agreements.

Charlotte, Nc, Us

Pittsburgh, Pennsylvania, Us

Mba, Finance & Strategic Planning

Bachelor Of Science, Business And Psychology Dual Major