Stephen Greer Email & Phone Number

Salt Lake City, Utah, United States

Managed and serviced a portfolio of loan relationships.Underwrote loans which included addressing industry risks and mitigants, collateral requirements, loan structuring and pricing, credit analysis including validation of various underwriting models, policy exception identification, monitoring credit performance, and completing loan presentations including new commitments, modifications, and renewals.Reported on portfolio quality related to past dues, documentation and collateral exceptions, financial performance updates, and portfolio profitability.Responsible for risk rating assessment and periodic relationship reviews.Expanded, built, and maintained client relationships, providing the highest level of customer service.

Salt Lake County, Utah, United States

Salt Lake City, Utah, United States

Analyzed financial statements, conditions, trends, and integrated analysis into loan presentations.Identified strengths, weaknesses and associated risks of commercial real estate loan relationships.Monitored financial and credit performance on all key relationships within the commercial real estate portfolio.Handled the reporting on loans, involving financial performance updates, credit checks, background checks, tax analysis, financial covenant compliance, and global cash flow analysis.Created and maintained models and templates for consistency purposes.Prepared summaries, presented facts, make recommendations and offered opinions concerning financial credit-worthiness and other duties as assigned.

Salt Lake City, Utah

Rexburg, Idaho

Performed in-depth team equity analysis in a setting similar to the CFA ChallengeAnalyzed the investment viability of Micron using DCF and Implied Value modelsConstructed and delivered a formal written report and presentation of the teams’ findingsAssisted in management of $5M BYUI endowment portfolioConducted industry analysis of S&P 500 and Short-term bondsCollaborated with team to make asset class allocation recommendations

Brigham Young University-Idaho

Documented and organized 1000’s of human resources actions by completing forms, reports, logs, and recordsMaintained human resources records by recording new hires, terminations, and changes in job classifications as well as verifications of employmentHelped students, faculty, staff, and administrators with understanding University PoliciesPrioritized and focused on high priority tasks to help the school continue to employ students

Greater Salt Lake City Area

Constructed spreadsheet models for producers and analysts for top 20 clientsAttended client and potential client meetingsResearched employment demographics for preparation meetings with clients and potential clientsUpdated and maintained client information in company proprietary systemSought opportunities to cross-sell company services