Philip Sloan

Philip Sloan Email and Phone Number

Philip Sloan's Location
Chicago, Illinois, United States, United States
About Philip Sloan

Philip Sloan is a Senior Credit Analyst at Equipment Leasing Group of America, LLC. He possess expertise in finance, financial analysis, credit, banking, microsoft office and 11 more skills. Colleagues describe him as "As PPP loan money opens up again I want to take a moment to shout out Phil! He helped me navigate the process successfully when many others were being ignored by their banks. Kind and quick responses, understanding of and attention to the needs of a small nonprofit, and getting the job done effectively when we were not finding help in other directions. Highly recommend him and his team to anyone!" and "I was very fortunate to have worked with Phil for several years as we were building the commercial banking group at CoBiz Bank's Cherry Creek Office. I hired Phil in hopes of bringing a new level of energy and financial expertise to our growing team. Not only did Phil exceed my expectations in these areas, but he also became a highly trusted advisor to our clients, demonstrating a deep commitment to the needs of their companies and acting swiftly as a resource on mission critical transactions. Phil has excellent leadership capabilities, is a great team player and has a very strong work ethic. His career will continue to advance rapidly based on his professionalism and commitment to partners and clients. I greatly enjoyed working with Phil and would recommend him to any company looking for a responsive and strategic minded advisor and advocate for their business."

Philip Sloan's Current Company Details
Equipment Leasing Group of America, LLC

Equipment Leasing Group Of America, Llc

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Senior Credit Analyst
Philip Sloan Work Experience Details
  • Equipment Leasing Group Of America, Llc
    Senior Credit Analyst
    Equipment Leasing Group Of America, Llc Sep 2024 - Present
    Northfield, Il, Us
  • Old National Bank
    Vice President, Corporate Credit
    Old National Bank Jun 2022 - Oct 2023
    Evansville, In, Us
  • Bank Of Colorado
    Vice President, Business & Commercial Banking
    Bank Of Colorado Sep 2019 - Dec 2020
    Us
    Vice President at Bank of Colorado Cherry Creek location. C&I and Real Estate Banker. Works with multiple industries such as:-Healthcare, Dental & Veterinary -Manufacturing -Contracting -Consulting-Non-Profits-Hospitality
  • Bok Financial
    Vice President, Business Banking
    Bok Financial Aug 2018 - Sep 2019
    Tulsa, Ok, Us
    BOK Financial Purchased Colorado Business Bank.Vice President, Business Banking Relationship ManagerWorks with multiple industries such as:-Healthcare, Dental & Veterinary -Manufacturing -Contracting -Consulting-Non-Profits-Hospitality
  • Colorado Business Bank
    Avp, Commercial Banking Officer
    Colorado Business Bank Aug 2017 - Oct 2018
    Denver, Co, Us
    CoBiz Financial is well established regionally and is able to provide all of the "big bank" products and services while being a relationship focused community bank.*Commercial C&I Banker, dealing with multiple industries such as:-Healthcare, Dental & Veterinary -Manufacturing -Contracting -Consulting-Non-Profits
  • Colorado Business Bank
    Assistant Vice President, Portfolio Manager
    Colorado Business Bank Sep 2016 - Aug 2017
    Denver, Co, Us
    • Interviews Commercial Banking loan applicants and collects and analyzes a variety of financial and related data in order to determine the general creditworthiness of the prospect and the merits of the specific loan request• Obtains and directs the analysis of all necessary financial data• Implements the terms under which credit will be extended, including the costs, repayment method and schedule, as well as collateral requirements• Responsible for actively monitoring assigned loan portfolio and determining the proper risk grade for each credit• Follows current loans to ensure complete conformity with terms and cognizance of developing trends• Obtains and analyzes financial data and provides service on approved lines of credit, equipment financing loans, automobile loans, etc. This includes the analysis of complex credit and statistical analysis• Prepares narrative summary, presents facts, including risk assessment, and offers proposals/recommendations on credit structure of loans• Responsible for actively monitoring assigned loan portfolio for compliance to loan agreements and loan policy and determining the proper risk grade for each credit• Responsible for the generation of new deposits maximizing deposit potential and cross-sell opportunities from existing customers
  • Colorado Business Bank
    Underwriter-Commercial Analyst
    Colorado Business Bank Dec 2015 - Sep 2016
    Denver, Co, Us
    • Identify and discuss primary credit risks and structure for transactions with business banker and Senior Credit Officer• Meet with clients to discuss company performance, strategy and forecast of performance • Analyze financial statements, cash flow data, tax returns, collateral and related material • Determine and calculate financial ratios and other complex financial data as appropriate for transaction• Forecast financial information as required for transaction• Prepare credit approval documents, including credit risk assessment and observations on credit-worthiness of clients• Drafts memorandums on prospective transactions for preliminary discussions with appropriate parties• Conduct industry research and collect other pertinent information for credit analysis• Prepare renewal and review requests for existing facilities as assigned
  • Standard Bank And Trust Co.
    Healthcare Banking Officer
    Standard Bank And Trust Co. May 2015 - Dec 2015
    Hickory Hills, Il, Us
    • Managed and retained a portfolio of commercial customers focusing on a net growth in relationships• Collected financial and related data to determine creditworthiness • Analyzed, structured, and negotiated the terms of loans including rates and fees• Prepared timely and insightful credit presentations with financial analysis• Managed portfolio and deal risk through an accurate and complete credit analysis, risk rating, timely collection on loan payments, follow through on renewals and extensions, updating management reports, and ongoing risk analysis and mitigation• Participated in special projects designated by department head• Promoted Bank to the business community and enhance its reputation • Continued to expand professional development and education • Built and maintained knowledge of industry laws and banking regulations • Participated in activities that promote the Bank’s CRA activities
  • Standard Bank And Trust Co.
    Commercial Credit Analyst- Management Trainee Program
    Standard Bank And Trust Co. Jun 2013 - Apr 2015
    Hickory Hills, Il, Us
    Completed a 24 month training program at Standard Bank & Trust Co. Highlights included: • Worked as a commercial credit analyst to perform extensive credit analysis for various commercial loan requests• Exposure to different industries through working with customers in manufacturing, transportation, construction, real estate and consumer goods & services• Performed credit analysis on customer capacity, collateral, capital, character and market conditions• Joined senior officers on customer calls.• Constructed annual reviews and cash flows for customers along with identifying any mitigating factors for issues
  • Standard Bank & Trust Co.
    Credit Intern
    Standard Bank & Trust Co. May 2012 - Aug 2012
    Hickory Hills, Il, Us
    Participated in the many functions of a credit department, for example, spreading financial statements and preparing loan submissions. Along with this, was exposed to various software tools used to analyze data and trends such as Moody's Analytics.

Philip Sloan Skills

Finance Financial Analysis Credit Banking Microsoft Office Loans Customer Service Credit Analysis Microsoft Excel Commercial Lending Commercial Banking Portfolio Management Access Consumer Lending Management Retail Banking

Philip Sloan Education Details

  • Western Michigan University
    Western Michigan University
    Finance
  • Saint Xavier University
    Saint Xavier University
    Project Management- Finance
  • John Cabot University
    John Cabot University
    Finance

Frequently Asked Questions about Philip Sloan

What company does Philip Sloan work for?

Philip Sloan works for Equipment Leasing Group Of America, Llc

What is Philip Sloan's role at the current company?

Philip Sloan's current role is Senior Credit Analyst.

What is Philip Sloan's email address?

Philip Sloan's email address is ph****@****hoo.com

What is Philip Sloan's direct phone number?

Philip Sloan's direct phone number is +130331*****

What schools did Philip Sloan attend?

Philip Sloan attended Western Michigan University, Saint Xavier University, John Cabot University.

What are some of Philip Sloan's interests?

Philip Sloan has interest in Children, Arts And Culture, Education, Health.

What skills is Philip Sloan known for?

Philip Sloan has skills like Finance, Financial Analysis, Credit, Banking, Microsoft Office, Loans, Customer Service, Credit Analysis, Microsoft Excel, Commercial Lending, Commercial Banking, Portfolio Management.

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