Matthew Middleton, Cfa Email and Phone Number

- Manage a portfolio of large loan connections up to $90 million.- Structure & negotiate debt financing that (a.) meets the financial needs of clients and (b.) satisfies the Credit Union's risk / profitability metrics. - Underwrite new loan applications for term, land, & construction debt financing. - Oversee and recommend credit reviews prepared by the Associate team on the Commercial Real Estate loan portfolio.

- Structure and underwrite new credit applications for term, land, & construction financing to fit within internal corporate guidelines. - Risk monitoring of a commercial loan portfolio conducted via credit reviews & ongoing credit monitoring. - Provide advice to junior staff on a variety of internal processes / credit underwriting / & financial analysis. - Assist in managing portfolio of syndicated loans with exposure across Canada.

- Supported team of relationship manager’s in the growth of the commercial real estate portfolio- Conducted credit reviews & on-going credit monitoring of existing loan facilities.- Generated and maintained financial models to measure risk and profitability metrics for existing and potential deals. - Actively collaborated with other internal business groups such as loan syndications, group risk management, and treasury to effectively manage the commercial… Show more - Supported team of relationship manager’s in the growth of the commercial real estate portfolio- Conducted credit reviews & on-going credit monitoring of existing loan facilities.- Generated and maintained financial models to measure risk and profitability metrics for existing and potential deals. - Actively collaborated with other internal business groups such as loan syndications, group risk management, and treasury to effectively manage the commercial portfolio. Show less