Jon Ellis

Jon Ellis Email and Phone Number

Managing Director - Alternative Energy Finance at Pathward @ Pathward
Jon Ellis's Location
Statesville, North Carolina, United States, United States
Jon Ellis's Contact Details
About Jon Ellis

Accomplished professional with a diverse array of experiences across numerous industries, including lending, underwriting, credit risk management and renewable energy project finance. Strong financial reporting analysis and financial structuring acumen with business development expertise at the C-Suite level. Extensive experience with financial modeling, budgeting, document creation, business plan creation, entitlements, strategic vendor relationships and project management, all with a focus on institutional credit quality. Self-motivated and independent with an ability to lead and operate efficiently and productively in fast-paced, multi-task environments. Intimately familiar with project development in emerging markets due to experiences in Puerto Rico, Mexico and Central America.My varied background across numerous disciplines, combined with my organizational, management and credit structuring skills, allows me to provide consultative financial services to my lending clients.

Jon Ellis's Current Company Details
Pathward

Pathward

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Managing Director - Alternative Energy Finance at Pathward
Jon Ellis Work Experience Details
  • Pathward
    Managing Director; Business Development-Alternative Energy
    Pathward May 2024 - Present
    Sioux Falls, South Dakota, Us
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  • Pathward
    Vice President - Alternative Energy Finance
    Pathward Sep 2019 - May 2024
    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.
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  • Renew Petra
    Chief Financial Officer And Director Of Project Finance
    Renew Petra Aug 2017 - Aug 2019
    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.
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  • Ellis Capital Advisors, Llc
    Owner/President; 1099 Engagements
    Ellis Capital Advisors, Llc Jul 2009 - Aug 2017
    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.
  • Sunenergy1
    Project Finance Manager
    Sunenergy1 Jun 2016 - Jul 2017
    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.
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  • Day & Night Solar
    Regional Sales Manager
    Day & Night Solar Apr 2014 - Apr 2015
    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.
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  • Pcbb
    Vp-Relationship Manager & Regional Lender
    Pcbb Jan 2007 - Jun 2009
    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.
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  • Silverton Bank, N.A.
    Vp-Regional Lender
    Silverton Bank, N.A. Jan 2005 - Jan 2007
    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.
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  • Overhead Door Products
    Chief Financial Officer
    Overhead Door Products Aug 2000 - Dec 2004
    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.
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  • Bb&T
    Vp-Commercial Lending Officer
    Bb&T Jun 1998 - Aug 2000
    Charlotte, Nc, Us
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  • Pnc
    Vp-Commercial Lending Officer
    Pnc 1993 - 1998
    Pittsburgh, Pennsylvania, Us
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Jon Ellis Skills

Commercial Lending Financial Analysis Project Management Mergers And Acquisitions Loans Structured Finance Underwriting Solar Development Solar Energy Financial Modeling Risk Assessment Financial Risk Strategic Financial Planning Financial Risk Management International Development Investments Contract Negotiation Business Strategy Analysis Management Strategic Planning Business Development Energy Strategy New Business Development Finance Business Planning Renewable Energy Energy Efficiency Project Planning Leadership Negotiation

Jon Ellis Education Details

  • University Of Pittsburgh Katz Graduate School Of Business
    University Of Pittsburgh Katz Graduate School Of Business
    Finance & Strategic Planning
  • University Of Pittsburgh
    University Of Pittsburgh
    Business And Psychology Dual Major

Frequently Asked Questions about Jon Ellis

What company does Jon Ellis work for?

Jon Ellis works for Pathward

What is Jon Ellis's role at the current company?

Jon Ellis's current role is Managing Director - Alternative Energy Finance at Pathward.

What is Jon Ellis's email address?

Jon Ellis's email address is je****@****ark.com

What schools did Jon Ellis attend?

Jon Ellis attended University Of Pittsburgh Katz Graduate School Of Business, University Of Pittsburgh.

What are some of Jon Ellis's interests?

Jon Ellis has interest in Outdoors, Fishing.

What skills is Jon Ellis known for?

Jon Ellis has skills like Commercial Lending, Financial Analysis, Project Management, Mergers And Acquisitions, Loans, Structured Finance, Underwriting, Solar Development, Solar Energy, Financial Modeling, Risk Assessment, Financial Risk.

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