• Responsible for reviewing, underwriting, and documenting leveraged transactions in support of acquisitions, recapitalizations, and working capital needs.• Maintained relationships with several private equity firms whose fund sizes range from $250MM to $500MM and provided secondary coverage for firms with fund sizes of $500MM and up.

• Led new business underwriting, documentation, and syndication of 5 agented cash flow transactions totaling $200MM in volume and $3.7MM in fees, 10 participations totaling $115MM in volume and $670,000 in fees, and $2MM of equity co-investments.• Examined over 80 manufacturing and service industries to understand fundamental credit risks.• Coordinated meetings with Tier I and Tier II private equity sponsors as part of secondary coverage efforts.• Mentor for Analyst Recruitment… Show more • Led new business underwriting, documentation, and syndication of 5 agented cash flow transactions totaling $200MM in volume and $3.7MM in fees, 10 participations totaling $115MM in volume and $670,000 in fees, and $2MM of equity co-investments.• Examined over 80 manufacturing and service industries to understand fundamental credit risks.• Coordinated meetings with Tier I and Tier II private equity sponsors as part of secondary coverage efforts.• Mentor for Analyst Recruitment Program and responsible for interviewing and training 20 new analysts. Show less

• Integral member of deal team involved in approval and funding of over $160MM of earning assets including structuring, underwriting, and negotiating documentation for both agented transactions and participations.• Managed a portfolio of $120MM of assets, both participations and agented transactions, by monitoring monthly financial performance, corresponding and negotiating with the senior management teams, and tracking industry trends to ensure account performance to specifications and… Show more • Integral member of deal team involved in approval and funding of over $160MM of earning assets including structuring, underwriting, and negotiating documentation for both agented transactions and participations.• Managed a portfolio of $120MM of assets, both participations and agented transactions, by monitoring monthly financial performance, corresponding and negotiating with the senior management teams, and tracking industry trends to ensure account performance to specifications and identification of investment opportunities.• Participated in risk rotation program to facilitate approvals for deal teams and improve internal processes for auction transactions.• Responsible for coaching and training new employees on financial modeling systems, portfolio management tools, and deal management processes. Show less

• Participated as integral team member in assessing the Abbey National portfolio of over 40 leveraged loans, which resulted in the acquisition of $790MM of assets.• Led team to successfully integrate over 40 portfolio accounts, $790MM of assets, from the Abbey National portfolio acquisition onto internal operations system in short time period, while maintaining credit quality.• Structured financing solutions, negotiated documentation, and prepared presentations in conjunction with… Show more • Participated as integral team member in assessing the Abbey National portfolio of over 40 leveraged loans, which resulted in the acquisition of $790MM of assets.• Led team to successfully integrate over 40 portfolio accounts, $790MM of assets, from the Abbey National portfolio acquisition onto internal operations system in short time period, while maintaining credit quality.• Structured financing solutions, negotiated documentation, and prepared presentations in conjunction with senior risk management leaders to receive approval for over $300MM of earning assets.• Managed a portfolio of $245MM of assets, both participations and agented transactions, ensuring customer retention, account performance, compliance with loan documentation, and credit approvals. Show less