Daniel Nelson Email & Phone Number

Sacramento, California, United States

Jacksonville, Florida, United States

• Responsible for approving middle market commercial loans with direct credit exposure of up to $10 million and operating products with credit exposure of up to $10 million
• Ensure accurate credit underwriting and compliance with company policies and procedures
• Monitor delinquency, loss, and risk ratings of credits within the commercial loan portfolio
• Review discounted cash flow enterprise valuations used in the underwriting of leveraged lending borrowers primarily in Bank's Mid-Corporate Banking group

Reno, Nevada Area

• Managed a large, diverse, and complex credit portfolio of middle market banking customers in commercial, agriculture, real estate, and specialty industries
• Worked closely with management, relationship managers, and product partners to originate loans, monitor portfolio risks, and grow strong & long-term relationships with clients
• Prepared credit reports and client presentations, requiring thorough quantitative & qualitative analysis and clear conclusions to support requests and recommendations
• Coached financial analysts in underwriting and risk management processes, providing constructive feedback on projects and being encouraging of their professional development
• Served as interim Relationship Manager for several key relationships with the retirement of a Senior Relationship Manager and transition of a Junior Relationship Manager to another office
• Middle Market Banking Early Talent Roundtable Program group stretch assignment 1st place winner and key presenter to Executive Management at the San Francisco, CA headquarters

Greater Los Angeles Area

• Managed customer relationships in Bank’s specialty agribusiness lending office: focused extensively on financial and risk analysis, monitoring and tracking of credit quality, and crafting innovative solutions to meet.
• Developed new business for the office by winning new credit relationships and participating in industry trade shows

Greater Los Angeles Area

• Provided credit analysis and presentations, including detailed analysis of financial statements and credit histories to assist in administration of commercial borrowing accounts
• Managed portfolio; conducted financial / risk analysis, gained credit approval, closed loans, and managed relationships

Greater Los Angeles Area

• Effectively analyzed and communicated financial results while supporting relationship managers in credit underwriting with the completion of credit reports
• Created an industry database in MS Excel for comparative financial analysis of customers and prospects
• Graduated from Bank's Risk Management Association (RMA) Credit College Program

• Took responsibility for other cost of sales controlling and the training of a newly-hired manufacturing control officer, while a control coordinator was gone on maternity leave
• Created files used to calculate standard cost of sales for vehicles using MS Excel and VBA
• Liaised between Nissan Motor's European headquarters and strategic partner, Renault, in the French language, validating and solving any inconsistencies found in shared control files

• Researched and made recommendations regarding the university’s marketing strategy
• Implemented advertising campaigns, resulting in an increase of applicants
• Personally recruited students into the MSc. of Finance program through my university network

• Attended meetings with Youth Members, organizing frequent community help projects
• Represented my city as a speaker at a televised Youth Summit

Certificate, Permaculture Design

Master Of Science (M.Sc.), Finance

Bachelor Of Arts (B.A.), International Business Administration

Bachelor Of Arts (B.A.), International Economics

Bachelor Of Science (B.S.), International Finance