Managed the underwriting, credit approval, and legal documentation negotiation processes to validate prudent risk management decisions and maintain an open dialogue with existing and prospective clients' executive management teams. Actively managed a portfolio of over twenty-five middle market and large corporate clients with total loan commitments in excess of $1.0Bn across the Basic Materials, Diversified, Engineering & Construction, Financial Services, Leisure, and Technology industries.

Managed the due diligence, credit approval, and legal documentation negotiation processes alongside relationship managers and credit risk for mergers and acquisitions, debt refinancing, dividend recapitalization, and restructuring transactions. Developed and maintained relationships with executive management teams, family offices, and private equity investors to determine lending and cross-sell opportunities for existing and prospective corporate and financial sponsor clients.

Managed the underwriting, credit approval, and legal documentation review and negotiation processes to ensure quality of work, timely management of deliverables, and prudent capital commitment decisions. Industry coverage included Diversified, Engineering & Construction, and Retail.

Underwrote and presented credit memoranda that detailed historical and projected financial performance, corporate valuation, industry analysis, and key credit risks and mitigants for transactions and periodic portfolio monitoring within the Engineering & Construction sector.

Developed financial models to project free cash flow generation, debt repayment, and financial covenant maintenance for bank debt facilities. Supported the origination, underwriting, and periodic portfolio monitoring processes. Supported the structuring, documentation, and review processes for credit agreements and amendments for public, private, and Native American gaming corporations.

Completed 18-month formal credit training program that included credit risk underwriting, financial modeling, and cash flow and financial statement analysis curricula. Conducted periodic portfolio monitoring for middle market companies to assess the repayment ability of their credit facilities.