Susan Wade Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Provide innovative treasury management solutions to governmental agencies and non profit organizations in the metro Chicago area.I manage a portfolio of over 150 public entities with deposits ranging from $700-$1.2B throughout the year. The villages, schools, park districts, and community colleges in Will, DuPage and south Cook Counties depend on me and my bank to provide top notch products and services.

Greater Chicago Area

•Completes complex analysis on municipal and revenue bonds for relationship clients or the bank’s investment portfolio.•Makes recommendation to management as to maintain or sell investments.•Presents loan reviews to senior management and concurrence. •Audits compliance within bond documents.•Provides coaching and teaching techniques to more junior analysts on an informal basis.•Attended Standard & Poors class on the Principals on Municipals.

Provided credit management and expertise to non credit manager. Provided financing and other banking products to public fund entities and for-profit corporations.Managed the line credit process from new loans to renewal. Acted as a liaison between credit officers, credit analysts and managers. Presented loans to bank loan committee comprised of senior management. Managed a portfolio of $80 Million. Products include: public finance bonds, term loans, lines of credit, letters of credit and cash management services. Created a divisional "white paper" for the line of business which was approved at the senior management level of the corporation.Self-sourced, created and implemented a major association cash management dues initiative. Client was the bank's 5th largest cash management client.Led the division in receiving a satisfactory review of credit process and management from a previous criticized rating. Rating was improved due to processes and procedures in which I implemented upon my assignment in the division.Completed call initiatives for prospective clients, manage various relationships with internal and external sources to provide the customer with a properly structured portfolio of bank products, services and market expertise.Managed the credit analysts during their rotation, and helped assimilate new associates into the group.

Provide financing and other banking products to public fund entities and for-profit corporationsProvided credit structure and monitor credit quality for over 30 client relationships with credit commitments exceeding $45 Million. Products include: public finance bonds, term loans, lines of credit, letters of credit and cash management services. Maintained $30 Million deposit portfolio.Completed call initiatives for prospective clients, manage various relationships with internal and external sources to provide the customer with a properly structured portfolio of bank products, services and market expertise.

Provided financing and other banking products to customers in the not-for-profit and municipal industryProvided credit structure and monitored credit quality for over 100 client relationships with credit commitments exceeding $25 Million. Credit products included: term loans, lines of credit, letters of credit to support bond issues, municipal bonds.Maintained $90 Million deposit portfolio.Completed call initiatives for prospective clients, managed various relationships with internal and external sources to provide the customer with a properly structured portfolio of bank products, services and market expertise.

Provided financing and other banking products to customers in the not-for-profit and municipal industryDeveloped and maintained credit and cash management relationships for non-profit, government and university entities. Primary focus was on developing new business and maintaining existing portfolio.Experienced in tax-exempt bond financing and government bond issues.Helped develop bank's product development efforts in governmental market with direct responsibility for municipal sweep and long term pooled bond fund.