Robert Reuter Email & Phone Number

CEIS Review is an independent consulting firm specializing in Loan Review on general and specialized portfolios, Stress Testing, Validation of Loan Loss Reserve Methodology, and other commercial loan portfolio related projects.Senior executive overseeing the loan review process including reviewing, editing and analyzing the findings of the field consultant teams and preparing reports, schedules and recommendations around portfolio performance, loan quality indicators, risk rating grade… Show more CEIS Review is an independent consulting firm specializing in Loan Review on general and specialized portfolios, Stress Testing, Validation of Loan Loss Reserve Methodology, and other commercial loan portfolio related projects.Senior executive overseeing the loan review process including reviewing, editing and analyzing the findings of the field consultant teams and preparing reports, schedules and recommendations around portfolio performance, loan quality indicators, risk rating grade variances, accuracy and migration, underwriting and structural weaknesses in transactions, and adequacy test of loan loss reserves. Reports also cover compliance and best practices with credit policy and procedures, credit underwriting standards, account monitoring, and documentation. Special projects include full credit policy and procedure reviews. Focus on commercial real estate, commercial & industrial, corporate, leveraged finance, asset based, project finance, equipment, leasing, SBA, and other infrastructure loans in portfolios; range from small and middle market borrowers to large capitalization deals. Covering 25+ industries.Shares senior executive responsibility in the areas of administration, quality control, training and development, client relationships, and business development. Presentations made to client’s Audit/Risk committee and Board of Directors. Frequent moderator/presenter at trade conferences including RMA and AIBACP events. Show less

New York, Ny

Managed and directed portfolio managers and analysts that would underwrite, execute and risk manage a corporate loan portfolio of non-agented deals, including expansion of leveraged lending business. The scope has included, at various stages, in-depth business and financial due diligence, industry and valuation analysis, risk identification, and credit memo and financial modeling preparation.Along with managing risk and executing final deal structuring, legal documentation and… Show more Managed and directed portfolio managers and analysts that would underwrite, execute and risk manage a corporate loan portfolio of non-agented deals, including expansion of leveraged lending business. The scope has included, at various stages, in-depth business and financial due diligence, industry and valuation analysis, risk identification, and credit memo and financial modeling preparation.Along with managing risk and executing final deal structuring, legal documentation and transaction closing, team and portfolio maintained a consistently clean audit record. Helped to implement and monitor Regulatory Leveraged Loan Underwriting Standards.Core team (near zero turnover) averaged 350+ deals and 150 amendments annually; a portfolio ($15B to $35B) comprised of over 25 industry sectors increasingly focused on leveraged loan transactions; target client revenues range from $100M to >$1B.Key contributor with approval authority, as either a chair or active participant, on numerous strategic committees (5,000+ meetings in role) including New Business, Credit/Corporate Lending Commitments, Loan Review Group and Watched Asset Review committees.Helped create and institute numerous best practices: new credit approval templates, portfolio monitoring tools and templates, extensive training sessions, and other initiatives bolstering overall productivity by 40% with 33% less headcount. Show less

Stamford, Ct

Started-up a new risk management platform, managing a significantly growing UBS-lead managed/administrative agented leveraged and asset-based loan portfolio, its clients and investors. Led a team and advised, negotiated and executed key amendments, waivers, consents and restructurings. Also facilitated the creation and implementation of the agency infrastructure from scratch.Led the team to achieve 100% success rate in delivering recommended amendment terms for needs of borrowers… Show more Started-up a new risk management platform, managing a significantly growing UBS-lead managed/administrative agented leveraged and asset-based loan portfolio, its clients and investors. Led a team and advised, negotiated and executed key amendments, waivers, consents and restructurings. Also facilitated the creation and implementation of the agency infrastructure from scratch.Led the team to achieve 100% success rate in delivering recommended amendment terms for needs of borrowers, financial sponsors, lender groups, and UBS. Team managed >100 amendments and restructurings in each of the final 2 years. Show less

Stamford, Ct

Assessed complex business performance issues facing underperforming accounts, quantified any potential losses and focused on maximizing recoveries. Led or participated in ten workout and creditor committees to leverage UBS influence in negotiating favorable terms of restructuring. Primary negotiator on five agented deals; mitigated principal losses on assigned deals with >90% recovery rate.Orchestrated the sale of a $2.5B non-core global project finance portfolio for 99% of… Show more Assessed complex business performance issues facing underperforming accounts, quantified any potential losses and focused on maximizing recoveries. Led or participated in ten workout and creditor committees to leverage UBS influence in negotiating favorable terms of restructuring. Primary negotiator on five agented deals; mitigated principal losses on assigned deals with >90% recovery rate.Orchestrated the sale of a $2.5B non-core global project finance portfolio for 99% of par, surpassing Board’s approved target range of 90-95%. Show less

Stamford, Ct

Led a global team (U.S., U.K., Singapore, Australia) in managing high quality project finance, asset-backed and lease finance loan portfolios; total commitments in excess of $15B.Introduced risk management techniques that helped increase risk-adjusted return on capital by 50%.Developed a new process and management infrastructure that boosted productivity by 25%; eliminated redundancies and introduced quality/best practices and training tools.

Advancement prior to 1997 with UBS/Union Bank of Switzerland:* First Vice President, America’s Head Project Finance Portfolio Management (New York) — $3.53B portfolio; 75+ accounts.* Vice President, Head of Credit and Portfolio Risk Management (Chicago Branch) — $9B portfolio; 350 clients.* Vice President and Team Leader, Corporate Finance (Chicago Branch) — origination of lending and debt capital market products to Fortune 1000 clients.