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), Marketable Securities Lending, Law Firm Partner Buy-In, Mortgage Lending, etc.• 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 questions. • 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 Accomplishments: • 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 Accomplishments:• 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 and coordinated loan closings between client and legal department.