Marcus Pate Email & Phone Number

Austin, Tx, Us

Austin, Texas, United States

Specifically accountable for credit underwriting and origination, portfolio monitoring, coordination of pricing, revenue growth and relationship profitability; while, managing the maintenance of large portfolio that adheres to all applicable credit policies and compliance requirements

Austin, Texas, United States

This position requires me to own the underwriting process for all credit requests, work closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities. I am responsible for maximizing portfolio performance and expected to have the ability to lead a deal from opportunity to close with little to no oversight.

Austin, Texas

As a Portfolio Manager, I manage the Local Government credit relationships for the Pacific Southwest (CA, NV, AZ, NM, TX, AR); working with senior management, relationship managers and credit analysts to originate, monitor and grow our municipal relationships.

Austin, Tx

Origination and underwriting of private placements bond transactions and direct loans to governments and nonprofits.

Austin, Texas

• Underwriting municipal lending transactions by working with a cross-functional team to analyze, underwrite, and help structure credit terms and covenants to produce quality credit approval documents.• Primary responsibilities include: analyzing financial position, performance, economy, tax base data and historical trends to assess risk for composing a complete internal credit approval documents. Manage existing client financial performance and existing exposure that is held with the bank. • Responsible to review and give concurrence to the underwriting and risk rating for all government related customers for the Southwest region of Wells Fargo business banking. In the past year I have underwrote/reviewed/make edits to over 180 credit approval documents related to government entities.• Created financial tables/grids used for analyzing municipal credit that is now being used across the Southwest region.