Keith Dean Email & Phone Number

Euless, TX, US

Dallas, TX, US

• Ensure appropriate client coverage through disciplined calling efforts, understanding the client’s strategic and financial objectives, and working with TCB product partners to identify appropriate opportunities to.
• Develop a strategic client acquisition pipeline based upon parameters assigned by your line of business to deepen and expand your portfolio and the Bank’s presence in the market.
• Embrace the TCB Sales Excellence process to ensure appropriate client and prospect coverage and align with TCB product partners on delivering banking solutions to deepen existing relationships and accelerate new client.
• Focus on targets and deadlines; Possess a natural disposition to be focused on achieving production goals and calling metrics.
• Ability to implement a proactive approach toward managing expenses to ensure a healthy P&L statement.
• Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.

Austin, TX, US

• Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.
• Generates new clients & partnerships with support organizations that have a positive economic impact in support of PeopleFund’s target market.
• Meet and maintain minimum loan production requirements on monthly basis: $1.2 million dollars annually and 2 closed loans per month.
• Evaluate best ways to reach out to prospective clients.
• Analyze loan requests based on need, impact & financial viability.
• Screen potential clients and educate them about the loan process.

New York, New York, US

• Supports the corporate action lifecycle events on bank loans where the company is acting as a lender.
• Supports various internal stakeholders across the firm including CRMA, IBD, Legal and Sales and trading desks transacting in Bank Loans and handles sensitive MNPI for these stakeholders.
• Responsible for sourcing corporate action event information, disseminating to the impacted stakeholders and submitting the desks decision to the Agent/Company.
• Fast paced, client centric environment where team members have to continually adapt to changes in the business, markets and regulatory environment.
• Demonstrate accurate and timely comprehension and management of voluntary and mandatory Asset Servicing events: Restructurings, Repricing’s of Bank Loans, Bankruptcies, etc.
• Proactively address concerns raised by traders, sales, internal or external clients by conducting root cause analysis.

Fort Worth, Texas, US

• Operate as the lead point of contact for any and all matters specific to client account management
• Build and maintain strong, long-lasting client relationships
• Negotiate contracts and close agreements to maximize profit as required
• Develop a trusted advisor relationship with key accounts, client stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to client needs and objectives
• Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders

• Managed the process of evaluating the credit worthiness and capabilities of the borrower/guarantor, the real estate collateral securing the proposed loan, and adequacy of the loan structure for transactions and.
• Designed a training document for the process of underwriting a business loan
• Monitored asset quality performance and prepared portfolio level credit risk assessments
• Determined comparative financial ratio analysis through comparison of size of loan request to applicant’s available income and assets
• Analyzed established business operations, local economic circumstances and known management capabilities
• Prepared income projections and pro forma balance sheet calculations to determine if a startup business will be able to generate sufficient cash flow for repayment of a loan

• Managed the process of analyzing commercial credit applications to determine the degree of risk involved in extending credit and made prudent business decisions to approve or deny the extension of credit within.
• Demonstrated an advanced knowledge of indirect retail auto financing including knowledge of credit laws and regulations; ensured all queues are worked to acceptable Commercial Vehicle Lending service levels
• Cultivated and maintained positive business relationships with dealers, commercial customers and field sales staff to render appropriate credit decisions for commercial financing requests
• Compared financial statements, collateral, debt service, personal financial statements and personal cash flow, as applicable to the size and complexity of the commercial transaction
• Retained current knowledge along with the ability to independently evaluate and make consistent, quality credit decisions within company guidelines
• Developed and maintained business relationships with dealership personnel that ensured volume objectives and credit quality

• Built and supervised the day-to-day operations of the Default Processing area focused on delivering world class servicer care and achieving organizational goals within budget; assembled an effective staff through.
• Coached and guided 5 teams of approximately 60 representatives in a manner that ensured high quality servicer care focused on building and retaining valuable servicer relationships and committed to the delivery of.
• Accurately assessed employee strengths and development needs including timely and specific feedback and performance management; provided challenging goals, assignments and opportunities for further development
• Created and fostered a trusting and engaging work environment with a focus on employee retention; ensured a culture of accountability, integrity and respect
• Managed the investigation, research, and payment of all HOA’s, Taxes, and Claims on all foreclosed properties in the United States and Puerto Rico
• Initiated and developed relationships with others throughout the business unit and company in order to identify and understand servicer and business needs and implemented solutions to improve effectiveness and results