Stephen Greer Email and Phone Number
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An ambitious, detail-oriented Portfolio Manager versed in balancing priorities and meeting deadlines under pressure. Adept at cultivating lasting client relationships and adapting quickly to challenges.
Zions Bank
View- Website:
- zionsbank.com
- Employees:
- 2342
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Senior Portfolio ManagerZions Bank Nov 2023 - PresentSalt Lake City, Utah, United StatesManaged 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.
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Junior Portfolio ManagerZions Bank Mar 2023 - Nov 2023Salt Lake County, Utah, United States
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Financial Analyst- Real Estate Banking GroupZions Bank Sep 2021 - Mar 2023Salt Lake City, Utah, United StatesAnalyzed 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.
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Investment Banking Analyst- Data Resource GroupGoldman Sachs Jun 2019 - Sep 2021Salt Lake City, Utah -
AnalystByu-Idaho Investment Society Jan 2016 - Apr 2019Rexburg, IdahoPerformed 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 -
Compensation AnalystByu-Idaho Sep 2015 - Jun 2018Brigham Young University-IdahoDocumented 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
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Sales InternGallagher Jun 2018 - Aug 2018Greater Salt Lake City AreaConstructed 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
Stephen Greer Skills
Stephen Greer Education Details
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Financial Economics
Frequently Asked Questions about Stephen Greer
What company does Stephen Greer work for?
Stephen Greer works for Zions Bank
What is Stephen Greer's role at the current company?
Stephen Greer's current role is Assistant Vice President Commercial Real Estate Portfolio Manager at Zions Bank.
What is Stephen Greer's email address?
Stephen Greer's email address is stephen.greer@gs.com
What schools did Stephen Greer attend?
Stephen Greer attended Brigham Young University - Idaho.
What are some of Stephen Greer's interests?
Stephen Greer has interest in Children, Economic Empowerment, Snowboarding, Team Sports, Education, Personal Development, Reading, Disaster And Humanitarian Relief, Service Projects, Weight Lifting.
What skills is Stephen Greer known for?
Stephen Greer has skills like Customer Service, Event Planning, Arbitration, Organization, Multi Tasking, Leading Meetings, Employee Training, Research, Decisiveness, Prioritisation, Listening To Customers, Data Analysis.
Who are Stephen Greer's colleagues?
Stephen Greer's colleagues are Jacob Cowley, Ty Jensen, Jeffrey Norman, Leland Gibbs, Alice Clay, Pippo Gara, Edwin Perez.
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Stephen Greer
Mba Candidate At Vanderbilt University- Owen Graduate School Of ManagementNashville, Tn -
Stephen Greer
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Stephen Greer
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