Lee Surtees

Lee Surtees Email and Phone Number

Real Estate Senior Credit Officer @ Regions Bank
birmingham, alabama, united states
Lee Surtees's Location
Greater Birmingham, Alabama Area, United States
Lee Surtees's Contact Details

Lee Surtees personal email

n/a

Lee Surtees phone numbers

About Lee Surtees

Experienced real estate finance and banking professional with expertise in risk management, underwriting, portfolio shaping, loan policy, loan structuring, deal negotiation and asset management. Additional interests include social welfare work and international missions.

Lee Surtees's Current Company Details
Regions Bank

Regions Bank

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Real Estate Senior Credit Officer
birmingham, alabama, united states
Website:
regions.com
Employees:
17786
Lee Surtees Work Experience Details
  • Regions Bank
    Real Estate Senior Credit Officer
    Regions Bank May 2022 - Present
    Birmingham, Alabama, United States
    Work collaboratively with the line and underwriting team to establish and maintain the credit appetite as it relates to real estate focused clients with "corporate" borrowing needs. Clients include public, listed and non-listed REITs, private REITs, Institutional Real Estate Funds and other real estate borrowers with corporate level borrowing needs. Review and approve unsecured and secured corporate revolving lines of credit and term loans; recourse and non-recourse real estate project secured loans; subscription line borrowing; retained loss exposure for off-balance sheet lending activities; exposure for interest rate hedging and FX derivative activities; and other ancillary credit exposures as they occur within the portfolio.
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  • Regions Bank
    Regions Affordable Housing Underwriting Manager
    Regions Bank May 2021 - May 2022
    Birmingham, Alabama, United States
    Lead an underwriting team (underwriters, credit specialist, paralegals, etc.) and managed a personal pipeline of transactions which included equity investments, equity bridge loans, and construction debt associated with LIHTC projects.
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  • Regions Bank
    Real Estate Corporate Banking Credit Products Executive
    Regions Bank Aug 2017 - Mar 2020
    Birmingham, Alabama Area
    Managing a team of real estate professionals charged with executing credit products for a $10Bn+ portfolio of public and private REITs and Institutional real estate funds.
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  • Refuge And Hope International
    Sustainability Manager
    Refuge And Hope International Aug 2016 - Jul 2017
    Kampala, Uganda
    Investing in and Incubating small business in Uganda and incorporating business practice into the mission work of Refuge and Hope International. Refuge and Hope ministers to urban refugees in Kampala to empower, educate and provide leadership opportunities so that they can thrive in Uganda and beyond.
  • Regions Financial Corporation
    Senior Vice President, Real Estate Corporate Banking
    Regions Financial Corporation Sep 2014 - Jul 2016
    Birmingham, Alabama
    Credit Products Executive for the Real Estate Corporate Banking group at Regions. Management of the RECB portfolio and a team of professionals serving REITs, Institutional RE Funds and top-tier Private Development clients. Team is primarily responsible for loan underwriting, structuring, approval, closing and ongoing asset management.
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  • Regions Bank
    Director, Real Estate Corporate Banking
    Regions Bank Dec 2008 - Aug 2014
    Birmingham, Alabama
    Manage a portfolio of banking relationships with corporate real estate clients (primarily Real Estate Investment Trusts) with responsibility for client strategy, structuring, approval, closing and ongoing management of credit products.
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  • Arlington Properties
    Aquisitions Manager
    Arlington Properties Aug 2005 - Oct 2008
  • Amsouth Bank
    Relationship Manager
    Amsouth Bank Jul 2000 - Aug 2005
    View

Lee Surtees Skills

Credit Portfolio Management Commercial Banking Commercial Lending Loans Credit Analysis Financial Analysis Real Estate Credit Risk Real Estate Economics Commercial Real Estate Real Estate Development Financial Structuring Commercial Mortgages

Lee Surtees Education Details

Frequently Asked Questions about Lee Surtees

What company does Lee Surtees work for?

Lee Surtees works for Regions Bank

What is Lee Surtees's role at the current company?

Lee Surtees's current role is Real Estate Senior Credit Officer.

What is Lee Surtees's email address?

Lee Surtees's email address is lt****@****uth.net

What is Lee Surtees's direct phone number?

Lee Surtees's direct phone number is +120559*****

What schools did Lee Surtees attend?

Lee Surtees attended University Of Alabama, Manderson Graduate School Of Business, Birmingham-Southern College.

What skills is Lee Surtees known for?

Lee Surtees has skills like Credit, Portfolio Management, Commercial Banking, Commercial Lending, Loans, Credit Analysis, Financial Analysis, Real Estate, Credit Risk, Real Estate Economics, Commercial Real Estate, Real Estate Development.

Who are Lee Surtees's colleagues?

Lee Surtees's colleagues are Bo Taylor, Kelli Delancey, Jamie Norway, Patti Wade, Karen Jessien, Stacy Self, Courtney Mcdaniel.

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