Robert Mayer Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc

Structuring credit facilities to assist middle market companies with working capital, term financing, acquisition financing and recapitalization requests. Supporting relationship managers with expanding their portfolio of commercial customers and multinational corporations in the Carolinas and across the Southeast. Providing lead underwriting for sponsor-owned deals and private credit transactions. Serving as Leveraged Finance Subject Matter Expert ("SME") for the SouthEast region. Recruiting, interviewing, coaching, and serving as Resource Manager for the Charlotte Analyst hub.

Charlotte, Nc

Coordinated thorough, accurate and timely credit underwriting for a portfolio of commercial middle market customers with revenue levels between $20 million and 1 billion. Mastered the role of trusted advisor to the relationship managers in regards to pricing, profitability, deal structuring and cross-sell. Demonstrated leadership skills through training and mentoring of junior analysts.

Auburn Hills, Mi

Managed a portfolio of over $250 million in capital loans, revolving lines of credit, real estate loans and floorplan financing. Provided commercial credit lending decisions by accurately analyzing financial statements, determining compliance with key lending ratios and applying lending approval authority accordingly. Coordinated all stages of commercial credit analysis: underwriting, structuring, loan documentation and portfolio management (including monitoring, servicing and accounts receivable management). Built positive internal and external relationships through professional, consultative and timely communication. Effectively utilized Salesforce.com to coordinate account management and goal tracking.

Pleasant Ridge, Mi

Increased amount of assets under direct management from $20 million in 2003 to over $500 million in 2007. Generated over $1.5 million gross annual revenue. Analyzed bank funding platforms and provided more than 40 regional banks with alternative sources such as: jumbo CDs, negotiable CDs (bonds cleared through the Depository Trust Company), custodial CDs, government and institutional funds, whole loan transactions and CDARS placements. Marketed and sold fixed income products (negotiable CDs, municipal bonds, corporate bonds, US Treasury and Agency bonds, MBS, CRA eligible investments) to institutional investors. Held the General Securities License (Series 7) and the Uniform Securities Agent State Law License (Series 63).

Southgate, Mi

Utilized relationship selling techniques, leading to a strong 43% showing-to-lease ratio. Reached and maintained the level of occupancy above 95% by increasing site traffic and providing strong tenant customer service. Handled accounts receivables and cash reconciliation for a 357 unit community. Reduced rent delinquency through effective communication with the tenants, such as preparing and delivering informal notifications and legal documents.

Southgate, Mi

Conducted the hiring process for Nova merchant processing sales representatives. Developed strong sales force through coaching and field training of 15 to 25 account executives. Implemented various sales techniques, including telemarketing and business-to-business direct presentations, which lead to opening an average of 25 new customer accounts per week. Conducted business analyses for small and mid size prospective customers: analyzed merchant bank statements, presented cost comparisons to business principals and implemented new processes. Trained merchants to use new equipment and provided strong post-sale customer service.

Master'S Degree, International Business, 4.0

Bachelor'S Degree, International Business, 3.47