Nicholas B. Email & Phone Number

United States

Chicago, Illinois, United States

• Engage in new business development of nonprofit credits from $500M to $70MM in global exposure
• Evaluate nonprofit banking loan requests with revenues typically between $5 Million to $1 Billion using a thorough knowledge of loan policy, guidelines, and procedures
• Strong client relationship management and sales skills with a high-level of self-motivation
• Develop and maintain a referral network, with internal and external COI’s for new business opportunities

Chicago, Illinois, United States

• Responsible for engaging in new business development to deliver J.P. Morgan Private Bank Services to high net worth prospects and clients and nonprofit organizations.
• Develop a perspective on specific client situations in order to proactively select and recommend solutions.
• Strong client relationship management and sales skills
• Strong leadership and management skills along with a high-level of self-motivation
• Develop and maintain a referral network, with internal and external COI’s for new business opportunities including nonprofit board members
• Coordinates alternative means of financing or counter offers for borrowers, if appropriate, when the original request cannot be accommodated.

Chicago, Illinois, United States

• Oversaw a well-established portfolio of HNW individuals, nonprofits, trusts, and businesses.
• Manage large, well-established portfolio of HNW individuals, non-profits, law firms, education, healthcare, commercial business’s and trusts.
• Originated, reviewed, and closed loan proposals centered on advanced custom lending programs including: Aircraft lending, Commercial Lending, Commercial Real Estate Lending (construction/permanent financing).
• Assisted non-profits in carrying out their fiduciary duties by reviewing financial statements, meeting with the organization quarterly, monitoring any signification changes in leadership at the organization and asking.
• Evaluated banking loan requests with revenues between $500M to $50MM+, and lending facility sizes from $250M to $30MM
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Houston, Texas

• I organized daily operational activities with focus on regulatory compliance. I analyzed accounts and mitigated risks by reviewing new and existing client assets, liabilities, cash flow, and financial objectives.Key.
• Identified procedural gaps and organized restructuring to ensure efficiency and productivity.

Houston, Texas

• As a credit analyst, I collected and analyzed credit for current and potential borrowers to determine loan eligibility for diversified loans including retail, energy, commercial, private banking, and small business.Key.
• Achieved proficiency in underwriting and financial analysis as a participant in a formal credit training program lasting 18 months.

Houston, Texas, United States

I supervised daily transactions for $1.3B portfolio and facilitated activities within Corporate Energy Services. I undertook the extensive role in supporting client goals and visions. I diligently reviewed customer concerns, navigated financial statements, and produced financial spreads for new proposals. I also evaluated and interpreted credit packages.