Julia Samuelson Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

El Monte, Ca

- Specialize in C&I Lending and Asset Based Lending- Effectively manage, retain and grow commercial loan portfolio of $325+ million- Selected to underwrite new concept memos / loans for prospects with over $50MM in C&I loan and franchise finance transactions- Closely monitor borrowers' financial performances and offer solutions based on the market and business changes- Review and screen the written work of four other underwriters for excellence and possible training… Show more - Specialize in C&I Lending and Asset Based Lending- Effectively manage, retain and grow commercial loan portfolio of $325+ million- Selected to underwrite new concept memos / loans for prospects with over $50MM in C&I loan and franchise finance transactions- Closely monitor borrowers' financial performances and offer solutions based on the market and business changes- Review and screen the written work of four other underwriters for excellence and possible training scenarios- Train, mentor and motivate junior loan officers and assistants on exercising credit judgement- Interview candidates for credit analyst and underwriter positions to ascertain qualifications- Hand selected by Executive Management to be a member of the nCino implementation team Show less

Greater Los Angeles Area

-Led team of five direct reposts: three underwriters and two credit analysts-Managed approximately $1.2Bn in Commitments-Oversaw 47 borrowers of which: 22 were syndicated/club borrowers; 12 were agented by CNB, 10 of which CNB is a participant -Underwrote and/or reviewed all new money requests for existing and new borrowers-Reviewed quarterly trend cards and an annual review for each borrower to ensure quality-Critiqued quarterly Criticized and Classified Borrower Reports… Show more -Led team of five direct reposts: three underwriters and two credit analysts-Managed approximately $1.2Bn in Commitments-Oversaw 47 borrowers of which: 22 were syndicated/club borrowers; 12 were agented by CNB, 10 of which CNB is a participant -Underwrote and/or reviewed all new money requests for existing and new borrowers-Reviewed quarterly trend cards and an annual review for each borrower to ensure quality-Critiqued quarterly Criticized and Classified Borrower Reports prior to sending to senior management for thoroughness-Took bi-annual portfolio review minutes prior to sending to senior management to fulfill banking regulation requirements-Responded to Internal Credit Risk Review questions to ensure the group was within credit policy-Recommended Risk Rating Changes and assured the Bank systems reflected those changes Show less

Managed and developed two underwriters and two credit analysts while continuing to underwrite complex credit requests-Marshalled resources effectively; worked to meet the need/requirements of the clients/department while being short on resources-Ensured that all client funding deadlines were met to enhance customer satisfaction-Interviewed candidates for credit analyst, underwriter positions and summer interns to ascertain qualifications-Trained and supervised a summer intern to… Show more Managed and developed two underwriters and two credit analysts while continuing to underwrite complex credit requests-Marshalled resources effectively; worked to meet the need/requirements of the clients/department while being short on resources-Ensured that all client funding deadlines were met to enhance customer satisfaction-Interviewed candidates for credit analyst, underwriter positions and summer interns to ascertain qualifications-Trained and supervised a summer intern to assist with with job responsibilities Show less

Responsible for underwriting complex credit requests. Also mentored junior credit officers and credit analysts-Reviewed and screened the written work of three other underwriters for excellence and possible training scenarios-Liaison to the fast-paced Seattle office while the team-lead was on maternity leave to insure workflow-Co-lead for the 2017 summer internship program to maximize quality and obtain goals-Recognized as Top Underwriter of the year in the Specialty Banking… Show more Responsible for underwriting complex credit requests. Also mentored junior credit officers and credit analysts-Reviewed and screened the written work of three other underwriters for excellence and possible training scenarios-Liaison to the fast-paced Seattle office while the team-lead was on maternity leave to insure workflow-Co-lead for the 2017 summer internship program to maximize quality and obtain goals-Recognized as Top Underwriter of the year in the Specialty Banking Division Show less

Responsible for participating in the loan asset management of non-legacy real estate loans acquired through acquisition.-Handled a challenging portfolio of 131 loans heavily weighted with mutifamily properties, non-multifamily properties and and mobile home parks-Interfaced with credit analysts to develop tasks they could take on to improve and increase workflow by the portfolio managers-Responsible for interviewing potential candidates to fill open credit analyst and officer… Show more Responsible for participating in the loan asset management of non-legacy real estate loans acquired through acquisition.-Handled a challenging portfolio of 131 loans heavily weighted with mutifamily properties, non-multifamily properties and and mobile home parks-Interfaced with credit analysts to develop tasks they could take on to improve and increase workflow by the portfolio managers-Responsible for interviewing potential candidates to fill open credit analyst and officer positions on the team Show less

Responsible for the administrative functions pertaining to this non-profit, grant-making foundation that invested approximately $410 million annually. • Created, updated, managed databases for tracking capital calls, income accruals and distributions, fee accruals, market values, cash balances and financial data.• Monitored portfolio reports and financial statements from fund managers.• Scrutinized cash flows and release wires.• Partnered with bank custodian and investment… Show more Responsible for the administrative functions pertaining to this non-profit, grant-making foundation that invested approximately $410 million annually. • Created, updated, managed databases for tracking capital calls, income accruals and distributions, fee accruals, market values, cash balances and financial data.• Monitored portfolio reports and financial statements from fund managers.• Scrutinized cash flows and release wires.• Partnered with bank custodian and investment managers preparing transaction authorization documents for new investments, capital calls, liquidations and cash transfers.• Maintained list of unsettled sales of limited partnership stock distributions.• Maintained investment manager files. Show less

Pasadena, Ca

While raising three sons, was extremely involved with various organizations and projects related to our schools and community. Served up to 30 hours per week in various groups.

Los Angeles, Ca

Consultant for Union Bank's commercial management training program. Participants included undergraduate and MBA trainees.-Updated old and created new training materials for commercial management training program-Taught technical financial analytical classes including: Understanding Business Cash Flow, Financial Spreadsheeting and Cash Flow Analysis-Completed post-mortem studies for senior management-Co-managed problem loan study-Analyzed and reviewed credit projects… Show more Consultant for Union Bank's commercial management training program. Participants included undergraduate and MBA trainees.-Updated old and created new training materials for commercial management training program-Taught technical financial analytical classes including: Understanding Business Cash Flow, Financial Spreadsheeting and Cash Flow Analysis-Completed post-mortem studies for senior management-Co-managed problem loan study-Analyzed and reviewed credit projects prepared by the trainees-Evaluations from class participants were consistently excellent Show less

Los Angeles, Ca

Part-time, 30 hours/week

Los Angeles, Ca

Highlights at these two organizations include:-Vice President/Team Leader, managed a team of four commercial lenders to expand, develop and maintain customer base-Developed six new relationships in twelve months generating $17MM in outstandings and fee income from new relationships over $80M-Net profit for the team climbed 28% over the prior year to $500M-Supervised management of approximately 40 team customer relationships-Directed, organized and served in diverse… Show more Highlights at these two organizations include:-Vice President/Team Leader, managed a team of four commercial lenders to expand, develop and maintain customer base-Developed six new relationships in twelve months generating $17MM in outstandings and fee income from new relationships over $80M-Net profit for the team climbed 28% over the prior year to $500M-Supervised management of approximately 40 team customer relationships-Directed, organized and served in diverse capacities locally, statewide, and corporately to provide marketing support to the Corporate Banking Group-Chaired computer task force for corporate banking which recommended a strategy for implementation of computers and systems to improve productivity in the corporate centers statewide-Supported chairman of corporate banking committee by preparing minutes to corporate banking committee meetings, statewide quarterly financial summaries, aiding in the preparation of presentations to managing committee, handling logistics for offsite strategy meetings and requests from bank president-Worked for Chief Credit Officer Show less