Robert Barsotti Email & Phone Number

Boston, MA, US

Greater Boston Area

Greater Boston

Team Leader for commercial loan review engagements, due diligence for financial institution acquisitions, and consulting assignments with a focus on credit risk management. Client base consists of banks, credit unions, and other financial institutions with commercial loan portfolios ranging from $50 million to over $1 billion.

Review underwriting and approve internal credit proposals for commercial loans. Manage the existing commercial portfolio through ongoing monitoring and annual reviews. Maintain credit policy and underwriting guidelines, board reporting, and manage third-party audits, credit reviews, and regulatory exams including remediation of any findings. Manage the.

Directed a team of four credit analysts. Responsible for planning, leading, and executing periodic credit reviews of the bank’s commercial lending business lines to assess the adequacy and accuracy of underwriting standards and practices, lending decisions, adherence to credit risk policy and credit procedures, and provide an overall assessment of.

Boston, MA

Responsible for underwriting commercial loans ranging from $500M to $80MM to new and existing clients by performing an in-depth review of financial statements, collateral documents, and any other relevant information.Prepare internal credit proposals and/or modifications that include underwriting analysis, loan terms and conditions, pricing models, and.

Support a team of five Senior Work-Out Managers and their respective commercial loan portfolios that are primarily comprised of criticized and classified borrowers (C&I, CRE, Business Banking, SBA).Responsible for several significant key metrics and reporting for the Group such as charge-offs, impairments, and portfolio migration.