Rick Lee Email & Phone Number

Nashville, TN, US

Denver, Colorado, United States

Nashville, Tennessee, United States

• Managed the credit adjudication of 18,833 contract modifications totaling $2.3B (approximately 4.5x annual payment relief volume within a 5-month period) during the height of the U.S. Covid 19 Pandemic (for reference.
• Managed the credit adjudication of 18,833 contract modifications totaling $2.3B (approximately 4.5x annual payment relief volume within a 5-month period) during the height of the U.S. Covid 19 Pandemic (for reference.
• Created and led a high performing team which either met or exceeded Key Core Process performance requirements on 90.0% of all transactions. As of the most recent Employee Insight Survey (Nov 2021), I achieved the.
• Automated Approvals for Modifications – Served as the driving force behind the implementation of automated approvals for modifications and transfer & assumptions. Collaborated with the Risk Management and Decision.
• Modification Submission through MyCATFinancial – Implemented the transformational ability for customers to submit modification requests online, providing for an enhanced customer experience.
• 4 Pillars System Conversion – Oversaw the Customer Solutions Credit Team’s transition from legacy underwriting and accounting systems (20+ years). Led change management initiatives that reduced resistance and created.

Greater Nashville Area, TN

• Served as the Senior Analyst for Caterpillar Financial’s Seattle Region, delivering significant contributions in support of the region attaining North American Region of the Year for two consecutive years. Underwrote.
• “Signature Client” Global Credit Proposal and Account Management ($250.0M) – Lead underwriter for Caterpillar… Show more
• “Signature Client” Global Credit Proposal and Account Management ($250.0M) – Lead underwriter for Caterpillar Financial’s largest Line of Credit. Expanded existing responsibilities and performed an integral role in the.
• Underwriting Standards Project – In conjunction with Risk Management, developed clear underwriting and risk tolerance standards for construction equipment financing within North America.
• Established and effectively maintained strong cross-departmental relationships and performed on-going account management for complex client relationships. Served as a trusted advisor and consistently exhibited.

• Served as the lead, large credit underwriter for the Construction and Forestry (C&F) Division’s Western Region. Delivered significant contributions in support of the Western Region attaining finance volume of $1.0B; a.
• Served as the lead, large credit underwriter for the Construction and Forestry (C&F) Division’s Western Region. Delivered significant contributions in support of the Western Region attaining finance volume of $1.0B; a.
• “Signature Client” Credit Authorization ($83.0M) – Enabled the retention of an account of strategic importance to the Deere Enterprise by assessing the firm’s historic and forecasted financial performance, proactively.

Johnston, Iowa

• Supported the eight largest John Deere dealer groups in Iowa by performing detailed financial analysis of their high credit exposure customers. Managed the 66.7% (YTD) growth of John Deere Financial’s lease portfolio.

Johnston, Iowa

Highly selective, accelerated program that develops large credit underwriting, risk analysis and asset management skills through an advanced rotational curriculum. The program features rotations in Structured, Retail and Revolving Credit, Wholesale and Credit Review.