Liam Schmidt Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

- Conduct in depth financial analysis as well as discussion of key risks for new business deals including: - Floor-plan Lines of Credit - Commercial Real Estate Loans - Acquisition Loans- Ensure proper system setup of different types of loans.- Manage a portfolio of 12-20 different borrowers by: - Conducting in depth Annual Reviews - Quarterly Covenant Testing - Tracking submission of financial and reporting information

- Schedule group meetings and events- Recruit new students to the program- Communicate group plans with the club via email

Chicago, Illinois, United States

- Took the lead on, and completed, an annual review including the completion of financial charts, bank systems work, and written commentary analysis- Networked with analysts, associates, portfolio managers, and relationship managers in various groups to gain a better understanding of the different bank groups- Sat down with experienced RM’s and PM’s to discuss different deals in order to learn different types of deal structures, facilities, capital structures, etc

Milwaukee, Wisconsin, United States

- Completed credit packages including cash flow analysis, collateral analysis, and guarantor analysis- Presented credits to live loan committee for approval- Worked with RM’s and customers to complete deals

Alumni Memorial Union

Waukesha, Wisconsin

- Prepare payoff statements and partial releases for properties for customers using FIS IBS Insight.- Use excel to process and calculate funding amounts for purchased loans.- Payoff loans when funds are received as well as prepare satisfactions for mortgages and assignments of leases and rents.- Second review and approve statements and satisfactions for sending.