Sam Hanlin

Sam Hanlin Email and Phone Number

Senior Relationship Manager at TAB Bank @ TAB Bank
Sam Hanlin's Location
Ogden, Utah, United States, United States
About Sam Hanlin

Sam Hanlin is a Senior Relationship Manager at TAB Bank at TAB Bank. Colleagues describe him as "Sam Hanlin is a true asset based lending professional and a joy to work with and for. She is knowledgeable, smart and passionate about her job. I highly recommend Sam", "As a third party provider for TAB Bank, we have had the opportunity and the privilege of working with Sam for almost two years at the time this recommendation is written. Our experience has been exceptional as Sam is always very efficient and very quick in responding to requests that we have made and in providing necessary information prior to the initiation of our work engagements and in subsequent requests. We are very impressed with her professionalism. Not only is she very efficient and appears to be quite detail oriented based on the information we receive, but she is also incredibly friendly and upbeat bringing a real personal touch to our conversations and overall relationship. It is a pleasure to work with Sam both with regards to her professional approach to her job, but also because of her friendly and outgoing manner which quite simply brightens our day with every conversation or email.", and "Sam has been a tremendous help to our businesses over the last several years. We operate with many complex accounts, and Sam has always provided clear, reliable, and timely information to assist us in making sound business decisions. Would highly recommend her in any corporate banking environment - thanks Sam!"

Sam Hanlin's Current Company Details
TAB Bank

Tab Bank

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Senior Relationship Manager at TAB Bank
Sam Hanlin Work Experience Details
  • Tab Bank
    Senior Relationship Manager
    Tab Bank Apr 2024 - Present
    Ogden, Ut, Us
  • Tab Bank
    Relationship Manager
    Tab Bank Feb 2020 - Present
    Ogden, Ut, Us
    •Manage a portfolio of ABL and factoring clients, comprising of 15 accounts in total with facility sizes ranging from $1MM to $35MM. •Monitor, measure, and analyze collateral and financial performance of Portfolio Clients as well as the overall assigned portfolio.•Prepare spreads of financial statements to assist in evaluating the financial conditions and operating trends of Portfolio Clients in conjunction with testing required monthly financial statement covenants.•Prepare and present annual client credit reviews and monthly overall portfolio reviews to TAB’s Credit Committees. •Underwrite and present new credit requests for existing Portfolio Clients to TAB’s Credit Committees. •Review, negotiate, and maintain current (executed) legal agreements for existing Portfolio Clients. •Review, monitor, and maintain 3rd party reports such as field examinations and inventory appraisals. •Cross-sell bank products and services to Portfolio Clients. •Mentor and work closely with Account Managers as it relates to collateral monitoring, financial analysis, and communicating with Portfolio Clients, internal bank personnel, and external 3rd parties.
  • Tab Bank
    Asset Based Lending Account Manager
    Tab Bank Aug 2018 - Feb 2020
    Ogden, Ut, Us
    •Assisted and worked closely with Relationship Managers in monitoring the collateral and financial performance of existing Portfolio Clients as well as maintaining proper reporting and meeting compliance requirements. • Assisted with borrowing base advances, financial statement spreads, and special accommodations such as over-advances.•Reconciled accounts receivable and inventory to financial statements and other reports furnished by Portfolio Clients and calculated collateral ineligibles for Relationship Managers. •Assisted Relationship Managers in scheduling field exams or inventory appraisals. • Reconciled daily and monthly general ledgers pertaining to Portfolio Clients for TAB’s Accounting Department.•Worked closely with Senior Underwriters in the onboarding of new Clients. •Reviewed invoices and supporting documentation (i.e., bill of ladings, master service agreements, etc.) furnished by Portfolio Clients.
  • Tab Bank
    Collateral Specialist
    Tab Bank Jan 2018 - Jul 2018
    Ogden, Ut, Us
    •Reviewed entity documents such as articles of incorporation/organization and bylaws/operating agreements to understand how Prospective Clients were legally structured, managed, and domiciled. •Researched UCC liens, Federal tax liens, bankruptcies, judgments, etc., pertaining to Prospective Clients. •Filed TAB’s first priority lien position upon request by a Senior Underwriter.•Monitored existing Portfolio Clients to ensure TAB maintained first priority position on the Clients’ collateral and that no subsequent liens were filed after TAB.

Sam Hanlin Education Details

  • Weber State University
    Weber State University
    Finance And Accounting

Frequently Asked Questions about Sam Hanlin

What company does Sam Hanlin work for?

Sam Hanlin works for Tab Bank

What is Sam Hanlin's role at the current company?

Sam Hanlin's current role is Senior Relationship Manager at TAB Bank.

What schools did Sam Hanlin attend?

Sam Hanlin attended Weber State University.

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