Phil Petersen Email and Phone Number
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Phil Petersen is a Commercial Insight Strategist at Polaris I/O. He possess expertise in microsoft excel, leadership, financial analysis, microsoft word, customer service and 12 more skills.
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Commercial Insight StrategistPolaris I/OAnn Arbor, Mi, Us -
Business Development RepresentativeIfs Jun 2021 - Sep 2023Greater Chicago AreaIFS™ is a globally recognized leader in developing and delivering enterprise software for enterprise resource planning (ERP), enterprise asset management (EAM) and enterprise service management (ESM). IFS brings customers in targeted sectors closer to their business, helps them be more agile and enables them to profit from change. IFS was founded in 1983 and currently has over 2,800 employees supporting more than 1 million users worldwide from its network of local offices and through a growing ecosystem of partners. For more information visit: www.ifs.com -
Business Development ManagerConnect Search, Llc Jul 2018 - Jan 2021Greater Chicago AreaConnect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart. We have long-standing relationships with several of Illinois’ top employers. Our founding partners offer profound networks in Information Technology, Finance & Accounting, Administrative, and Executive Search. Our services include contract, contract-to-hire, and permanent placement across all divisions. Why Connect Search? We have long-standing relationships with a diverse portfolio of employers nationwide. At Connect Search, we believe nothing is more important than delivering exceptional service to our clients and candidates. The Connect Search team recruits the best and the brightest in the industry. With our proven track records of success, we are able to deliver the best quality candidates to our clientele. We align ourselves with both our candidates and clients in order to achieve their goals and to form enduring partnerships through the process. -
Portfolio Management Officer, Global Banking And MarketsBank Of America Merrill Lynch Jan 2016 - Dec 2017ChicagoResponsible for underwriting and structuring straightforward and complex credit transactions, portfolio monitoring and maintenance, and playing an active role in the documentation and loan closing process.Additional Duties:Underwriting commercial credit transactions and exposures to support other bank products (e.g. Treasury Limits, F/X, etc.)Participate in client calls as part of the due diligence/facilitation of the credit underwriting process and ongoing administration.Ensure adherence to credit policies, guidelines, and applicable regulatory requirements. Understand and apply the bank’s risk framework when making recommendations & decisions.Perform pricing (RAROC, Basel) analysis. Ensure asset quality in conjunction with risk/return.Produce Credit Approval documents (Credit Approval Memorandums and Modifications, Exposure Reviews) as well as Deal Screen Memos and Term Sheets. Actively participate in crafting and delivering credit solutions for clients and prospects.Advise on client selection and balance risk and reward while strategically planning for the portfolio in order to minimize risk to the bank. -
Credit Products Analyst, Global Commercial BankingBank Of America Merrill Lynch Jul 2015 - Jan 2016ChicagoResponsible for timely and accurate risk recognition by monitoring client's operating performance and financial condition to proactively identify issues and opportunities. Independently prepare Financial Analysis Summaries (FAS), and perform analysis resulting in actionable recommendations.Prepare technically accurate projections and repayment analysis on routine credit actions and at the direction of the credit team make recommendations that mitigate risks or remedy exceptions.Additional duties include: the regular use of discretion and independent judgment, particularly in matters of significance; assisting the credit team with the evaluation and renewal or modification of credit facilities to exceed client expectations; displaying foundational knowledge of loan documentation, specifically Loan Agreements; demonstrating and understanding credit policies, guidelines, and applicable regulatory requirements. -
Credit Products Analyst Internship, Global Commercial BankingBank Of America Merrill Lynch Jun 2014 - Aug 2014Chicago -
Operations Analyst Internship, Commercial BankingJpmorgan Chase & Co. Jun 2013 - Aug 2013Chicago
Phil Petersen Skills
Phil Petersen Education Details
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Master Of Business Administration - Mba
Frequently Asked Questions about Phil Petersen
What company does Phil Petersen work for?
Phil Petersen works for Polaris I/o
What is Phil Petersen's role at the current company?
Phil Petersen's current role is Commercial Insight Strategist.
What is Phil Petersen's email address?
Phil Petersen's email address is ph****@****llc.com
What schools did Phil Petersen attend?
Phil Petersen attended University Of Michigan - Stephen M. Ross School Of Business, University Of Illinois At Urbana-Champaign - College Of Business.
What are some of Phil Petersen's interests?
Phil Petersen has interest in Poverty Alleviation.
What skills is Phil Petersen known for?
Phil Petersen has skills like Microsoft Excel, Leadership, Financial Analysis, Microsoft Word, Customer Service, Microsoft Office, Powerpoint, Accounting, Corporate Finance, Financial Reporting, Analysis, Public Speaking.
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