Tate Williams Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

Houston, Texas, United States

Houston, Texas, United States

• Developed and managed a portfolio of small and middle market businesses across a variety of industries.• Analyzed financial statements and assessed risk associated with diverse credit borrowers.• Communicated complex financial analyses to executive leadership who acted on the resultsand recommendations.• Coordinated loan underwriting and closing processes with clients, internal bankdepartments and attorneys. Ensured completeness and accuracy by performing duediligence… Show more • Developed and managed a portfolio of small and middle market businesses across a variety of industries.• Analyzed financial statements and assessed risk associated with diverse credit borrowers.• Communicated complex financial analyses to executive leadership who acted on the resultsand recommendations.• Coordinated loan underwriting and closing processes with clients, internal bankdepartments and attorneys. Ensured completeness and accuracy by performing duediligence on financial packages and credit profiles.• Partnered with multiple lines of business within the organization to find creative solutions forcustomers while providing personal customer service. Show less

Houston, Texas, United States

• Simultaneously performed duties of Credit Analyst while actively developing intoCommercial Banker role and training two new analysts in financial and risk modeling.

Houston, Texas

• Performed financial analysis and created financial models to assess risk, analyzeprofitability, and establish credit facility structures.• Collaborated with commercial bankers, team members, and business owners in analyzingand underwriting commercial loan requests, totaling approximately $100MM.• Simultaneously performed duties of Credit Analyst while actively developing intoCommercial Banker role and training two new analysts in financial and risk modeling.

San Antonio, Texas

• Analyzed revenue/cost structures, company efficiency markers and profitability that ultimately supported management to save about $100,000; This was a specific project-driven initiative• Joined forces with Accounts Receivables division to tackle operational productivity issues; Communicated analysis to Controller on specific problem areas within the accounting function• Collaborated with multiple departments within the company demonstrating an understanding of the company’s unique… Show more • Analyzed revenue/cost structures, company efficiency markers and profitability that ultimately supported management to save about $100,000; This was a specific project-driven initiative• Joined forces with Accounts Receivables division to tackle operational productivity issues; Communicated analysis to Controller on specific problem areas within the accounting function• Collaborated with multiple departments within the company demonstrating an understanding of the company’s unique industry and flexibility in adapting to a complicated niche business market.• Developed skill set to interpret data and make recommendations for business action steps Show less

Boerne, Tx

• Provided high quality customer service in interacting with customers• Hands-on, dirty job of operating heavy machinery and loading vehicles

Leakey, Tx

• Planned, coordinated, and executed activities and events for campers• Responsible for the care and well-being of assigned campers

Boerne, Tx

• Started and ran successful lawn service and landscaping business while in high school and college• Personally worked to build clientele and give effective, exceptional and high-quality work• Diligent work ethic created multiple work referrals from happy clients

Master Of Science - Ms

Bachelor Of Science - Bs

Education record