Patrick Crowell Email & Phone Number

Indianapolis, Indiana, United States

• Provide leadership to Lending Officers assist with managing the daily operations of the Advance Desk
• Manage member capital stock activity and all reporting for Advances Desk activities
• Ensure all credit product transactions are executed within Bank policies and all regulations

Indianapolis, Indiana Area

• Consult with senior officers at member institutions regarding the Bank’s credit products and initiate loans (advances), lines & letters of credit, interest rate swaps to assist members with their funding needs
• Headed cross functional team in the development of a new SOFR indexed advance product
• Subject matter expert for my area in the Bank’s planning for the transition away from LIBOR

Indianapolis, Indiana Area

• Negotiate and execute complex derivatives such as interest rate swaps in order to hedge advances, debt and other balance sheet items to provide the lowest cost of funding for a $30 Billion+ portfolio
• Orchestrated the implementation of a new funding strategy
• Manages the credit risk of the derivative portfolio by monitoring exposures and implementing strategies to mitigate risks
• Provide research support, ideas and analysis for funding and investment strategies and identify market opportunities for the Bank
• Purchase Agency bonds for the Bank’s investment portfolio in amounts up to $250 Million

Indianapolis, Indiana Area

• Completed the daily operational activities related to funding, derivative, and investment trading
• Designed & moderated exercises to simulate the Bank’s ability to navigate periods of market stress
• Responsible for departmental implementation of new trade entry system

Indianapolis, Indiana Area

• Manage the nation’s largest Health Plan Survey including budget, development, and deadlines
• Validate health plan data for over 17,000 Health Plans
• Ensure accuracy of reports generated for national, state, industry and individual client reporting
• Streamlined processes utilizing macros and pivot tables
• Help create marketing pieces by providing data and identifying trends
• Create ad hoc reports for the CEO and other presentations

Indianapolis, Indiana Area

• Review customers and establish credit limits up to $125,000
• Weekly and monthly reporting on AR portfolio
• Collect on $3 Million+ portfolio

• Reviewed customers and established credit limits up to $250,000
• Reduced over 60 day past due balances by over 79% in my portfolio
• Recommended projects under $5,000 bypass credit and go to booking if for an existing customer and not on credit hold during a kaizen to improve the booking process
• Helped develop a report which aged outstanding receivables accurately
• Selected for the IR Credit and Collections Mentor Program for emerging talent
• Assisted with reporting for month end and audit purposes

• Led team meetings to update coworkers and collaborate with the factory
• Trainer for new employees and temporary workforce
• Primary contact for $21 million worth of key customers
• Helped reduce order entry errors by 17% from 2008 to 2009

Master Of Business Administration (Mba), Finance, 4.0

Activities and Societies: Delta Mu DeltaEarned a concentration in finance.

Bachelor'S Degree, Finance, General

Education record