Kathryn Mitchell Email & Phone Number

Denver, Colorado, United States

Denver, CO

• Responsible for credit underwriting/origination on complex transactions, portfolio monitoring, identifying cross-sell opportunities, and generating revenue growth
• Partner with clients to develop/maintain stronger relationships through understanding their credit needs and identifying cross-sell opportunities

San Francisco Bay Area

Participated in an elite comprehensive credit program designed to enhance credit underwriting skills; the program includes classroom instruction, case studies, and speaker series focused on advanced credit concepts, intermediate accounting, key risk analysis, and loan structuring

Denver, CO

• Analyzed a company’s financial and operational strengths and weaknesses including leverage, key risk factors, sources of repayment, cash flow, and ability to service debt
• Partnered with analysts and relationship managers in structuring multi-million dollar transactions
• Conducted financial and industry analyses to determine the viability of client relationships
• Prepared underwriting memorandums, company annual reviews, and recommendations for the senior credit committee for middle market companies ($20M-$1B in revenues)

Denver, CO

• Collaborated with 5 Mountain Division Regional Commercial Banking Offices to drive the acquisition of prospects and further the development of current customer relationships
• Developed strategic discussion materials and presentations to prepare bankers for C-level dialogue with middle market companies (revenue $25MM – $1B+)
• Performed financial modeling and analysis including peer performance benchmarking, optimal capital structure, and working capital to deepen existing relationships and acquire new clients
• Researched a multitude of industries to understand specific dynamics, trends, opportunities, challenges, and risks that companies face to help drive value-added discussion
• Participated in an ongoing, formal credit fundamentals training program consisting of classroom sessions and online platforms designed to develop a strong foundation in credit risk analysis

Fort Collins, Colorado Area

• Assisted with monthly close process and compile financial data to be included in SEC filings
• Supported internal forecast process
• Collaborated with corporate accounting, marketing, sales and IT on special projects
• Developed new tool sets and processes to provide more robust reporting to the executive leadership team

Denver, CO

• Teamed up with the WM Global Head of Marketing to develop the 2013 Lipper marketing plan
• Researched and presented an overview of the Canadian mutual fund industry to the company
• Updated and created internal and external product marketing materials
• Managed content for all Thomson Reuters Wealth Management social media accounts
• Created a social media marketing research report noting trends and opportunities for expansion