Patrick F. Email & Phone Number

Hancock Whitney Center, New Orleans, La

As Hancock Whitney’s Community Reinvestment Act Analyst, I support the Manager of Fair Lending/CRA to ensure compliance with the Community Reinvestment Act (CRA) regulation. I am responsible for identifying, documenting, and reporting on the bank’s qualified community development activities, as well as updating the CRA Public File and preparing CRA related maps. I also advise bank associates on CRA eligibility and qualifications, and stays abreast of changes to the CRA regulation.I was promoted as a CRA Analyst 2 on July 1, 2024.Job Responsibilities:- Identifies and documents qualified community development loans, contributions and services for presentation to the examiners.- Updates the CRA Public File and prepare CRA related maps using mapping software.- Identifies and documents CRA qualified activities consistent with interagency Q&A’s for each activity.- Advises associates on CRA eligibility and qualifications: Assists with explaining new and existing requirements to bank personnel. Inform bank personnel concerning new developments or initiatives.- Gathers and maintains production numbers on flexible and innovative loan and deposit products.- Prepares CRA and Fair Lending maps, PE tables, and other reports as needed.- Participates in any additional special projects, training modules or other assignments, as needed, to support the Compliance Department.- Stays abreast of changes to the CRA regulation to educate internal partners and ensure compliance.

Hancock Whitney Center (Formally One Shell Square, New Orleans La)

As a financial statement specialist at Hancock Whitney, I was responsible for the following tasks:- I analyzed and prepared various financial statements and reports for banking officers using Hancock Whitney’s web-based client spreading program and Adobe Acrobat PDF.- I supported officers with additional reports on rundowns, credit and deposit summaries, and days out of debt using Microsoft Excel and Adobe Acrobat PDF.- I performed counter-party analysis for broker-dealer reports and compiled credit approval memorandums for the weekly commercial loan report using Microsoft Word and Access as part of special projects.- I verified document upload and meeting note documentation for loan agreements submissions and assisted in the training of various computer programs using Microsoft Excel.- I developed a training slide for the public finance template using Microsoft PowerPoint.- I participated in meetings on cash flow, ratios, and credit analysis topics.- I demonstrated strong due diligence and alignment with banking goals and expectations.

Metairie, La

As a teller, I was responsible for handling various financial transactions for bank customers. I received checks, money, debit and credit payments from clients and solved any issues related to the transactions. I also answered all accounts- and banking-related inquiries and informed customers about bank products and services. I followed company procedures to count and manage all the funds I received from customers and reconciled all transactions at the end of my shift. I maintained a clean, organized work area and a professional appearance. I used the provided electronics to document all transactions I conducted during my shift and generated reports as needed. I also complied with all bank financial and security regulations and procedures.