Peter Grob Email & Phone Number

Santa Clara, CA, US

Phoenix, Arizona, US

• Lead discovery calls with banking prospects, as a subject matter expert in the blockchain and digital asset space, and identify how to provide a solution to prospect's banking needs
• Manage the onboarding of high-risk clientele, by working as a liaison between them and internal compliance teams, until the account is opened and funded
• Maintain established client relationships by serving as the primary contact at the bank and ensuring all needs are met
• Write opportunity memos to summarize and identify strategic benefits and risks of onboarding a deposit client

Phoenix, Arizona, US

• Responsible for the covenant testing and borrowing base analysis for our leveraged, sponsor backed, and traditional C&I deals ($500MM portfolio)
• Participated in weekly sales meetings with relationship managers to understand sales pipeline, targets, and strategy
• Review borrower financials to write annual relationship reviews to track long-term performance and recommend grade changes based upon the results
• Assist in modeling prospective customers and compiling industry information used in opportunity memos presented to credit
• Write administrative action memos to make modifications to credit agreements including forbearance, waivers, release of properties, etc
• Create ad-hoc analyses to reconcile borrower financials and investigate discrepancies in reporting

Phoenix, Arizona, US

• Performed in-depth analysis of financial statements to produce spreads using Moody’s analytics software to present to loan officers for performance tracking and prospective deals from privately held and publicly traded.
• Maintained and formulated Borrowing Base Certificates to adjust borrower lines of credit based upon underwriting regulations of cross-aged accounts, account concentration, and past due accounts
• Assessed borrower’s financial position by analyzing personal tax returns utilizing Buker’s Tax Analysis software
• Trained new analysts in financial spreading, covenant testing, personal guarantor analysis, and borrowing bases
• Reviewed SBA loans and solved detailed application and hold code errors to assist WAB’s customers in receiving PPP funds.

Austin, Texas, US

• Corporate financial planning and analysis intern at a $5B publicly traded software company
• Coordinated with international colleagues to prepare and compile overall company financial performancesegmented by first and second level business unit managers to assess budget variance. Report latershown to CEO and.
• Performed payroll analysis and outputted average employee cost to assist in analyzing cost overrun
• Analyzed customer base to highlight attrition and new customer wins month over month
• Investigated $3M revenue decline by performing rate volume analysis

Bachelor Of Science - Bs, Finance, General

General Studies