Led the business development efforts and managed relationships across various asset classes within the Financial Institutions Group. Provided credit, treasury, and access to capital markets products to wide-ranging client base.

Managed a variety of specialty finance, futures and securities clients within the bank's Financial Institutions GroupConduct annual and interim reviews to assess financial and operating performanceMonitor monthly, quarterly, and annual financial and compliance reportingWork with legal counsel on new and restructured transactionsAssist in project work at a team and enterprise level

Assisted in managing a portfolio of distressed Real Estate and Commercial and Industrial customers with a focus on minimizing loss and enhancing recovery for the bankConducted financial and disposition analysis to determine effective strategies and the most beneficial outcome for the bank and customersWorked with legal counsel to restructure loans, enhance collateral position, and commence litigation as neededMonitored a portfolio and conducted quarterly credit analysis while verifying that all regulatory requirements were compliantAssisted with special project work as needed which spanned various areas of the bank including accounting, operations, and training

Managed and coordinated workflow for a team of seven Financial Analysts and eight Relationship Managers with a close and supportive working relationshipUnderwrote credit risk for not-for-profit and tax-exempt customers and prospects focusing on Governments and Municipalities Assisted in managing a portfolio with more than 500 customers and $1,700MM of loan risk and $770MM in depositsAttended not-for-profit conferences focusing on municipalities, social service agencies, colleges and universities, and governmental funding

Underwrote credit risk for customers and prospects with revenues of $15MM-$500MMAssisted in managing a portfolio with more than 60 customers and $250MM of loan riskConducted industry research and modeled financial projections for customers and prospectsProvided advisory models for M&A, additional revenue streams, working capital needs and other business opportunities

Focused on Credit risk, Cash flow modeling, financial and business writingBuilt relationships with top executives through small interactive meetingsDeveloped an understanding of legal documentation and risk management in lending