Mark Roach Email & Phone Number

San Francisco, CA, US

Oakland, CA, US

>One of four original executive team members collaborating to transform a $175million bank into a $625million institution, growing 250% over the last 7 years. Performance led to three oversubscribed capital raises totaling $26million. 37% year-over-year growth attributed to fully organic, team-driven business development efforts, no bank.

Charlotte, NC, US

• SENIOR VICE PRESIDENT CLIENT MANAGER, COMMERCIAL REAL ESTATE BANKResponsible for sourcing new loans. Prior to creation of Credit Products Officer role on the deal team, responsible for sourcing, underwriting.
• Grew loan portfolio from $250,000,000 in 2004 to $550,000,000 at peak.
• Achieved client ‘top out’, filling up maximum bank exposure to any one client of $250,000,000.
• Increased total client revenue by 140%.
• Mandated as sole lead arranger / sole bookrunner on loan syndications totaling $200,000,000, generating over $1,000,000 in investment banking revenue and enhancing bank league table status.
• Completed interest rate swaps, treasury locks and caps generating over $1,000,000 in investment banking revenues.Strategic Planning and Marketing

• SENIOR VICE PRESIDENT, REGIONAL MANAGERResponsible for supervising, coaching, and evaluating a staff of 12 handling a portfolio of $200 million of loans and deposits.Business Development Performance
• Grew office loan commitments by 60%.Strategic Planning and Marketing
• Resided on President’s Senior Management Committee setting marketing objectives for the bank.
• Appointed to ALCO, bank’s asset/liability committee overseeing deposit rate setting.Noteworthy
• Nominated by bank President to attend University of Washington’s Pacific Coast Banking School (only person from the eight bank holding company in my class).
• Served as a core member of management team that built franchise from $3 billion bank holding company at hire date to $8 billion, resulting in sale to Wells Fargo in 2007.VICE PRESIDENTResponsible for sourcing.

San Francisco, California, US

• COMMERCIAL LENDING OFFICERResponsible for sourcing and underwriting commercial loans, lines of credit, and letters of credit.Noteworthy
• Graduated from the bank’s highly regarded off-site banking school.

• Initiated a consulting practice with focus on evaluating, modeling and presenting to asset acquisition committees price recommendations in connection with acquiring or disposing of commercial loan portfolios.Noteworthy
• Retained by AMRESCO, Goldman Sachs, Cargill, and Canadian Imperial Bank. Developed and presented net discounted cash flow models for commercial real estate assets in connection with loan portfolio acquisitions.

• VICE PRESIDENT, REAL ESTATEResponsible for sourcing, underwriting, presenting credit packages to Real Estate Loan Committee for approval, writing term sheets, negotiating loan documents, and overseeing loan.
• Selected as the primary handling officer on the Lincoln Property Company relationship, the second largest client relationship in the Commercial Real Estate Group behind Trammell Crow.ASSISTANT VICE PRESIDENT, REAL.

• CREDIT ANALYSTResponsible for assisting lending officers preparing credit packages for Senior Loan Committee presentation. Performed portfolio management activities including collection and analysis of client income.
• Entered and graduated from classroom-style credit training program.
• Gained exposure to real estate, energy, and commercial lending platforms as part of Analyst rotation.

Banking

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Business Administration (B.B.A.), Finance