Patrick Weimer Email & Phone Number

Patrick Weimer is a Commercial Analyst at KeyBank. He possess expertise in public speaking, leadership, microsoft office, microsoft excel, powerpoint and 9 more skills.

Listed skills include Public Speaking, Leadership, Microsoft Office, Microsoft Excel, and 10 others.

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  Commercial Analyst

  Keybank

  Jan 2023 - Present - Cincinnati, Ohio, United States

  The Commercial Analyst functions as part of a relationship team and works collaboratively to supportsales and credit functions of the bank. Core responsibilities include working with relationship managers tocreate pitch materials for prospects and managing all functions of the lending process for relationshipsless than $10 million in credit commitments. This includes sales team support, client due diligence andmanaging the credit approval process to ensure timeliness, quality and the data integrity of alldocumentation and system of record information.Responsibilities:- Lead and/or participate in due diligence meetings for in-depth understanding of clients’ business,management teams and industry sector.- Perform annual portfolio data integrity reviews to ensure systems of record (e.g., Salesforce,nCino, Hogan, LIQ) accurately reflect risk ratings, loan booking data and any other relatedborrower information- Complete related lending tasks such as requesting and reviewing financial statement spreads,preparing a Return on Equity (ROE) analysis.- Work closely with relationship managers, loan closers, and underwriters to identify and respondto client requirements as a member of the deal team for credit commitments less than $10million.

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  Xavier University

  Finance, General