Taylor Potts

Taylor Potts Email and Phone Number

Vice President at U.S. Bank @ U.S. Bank
minneapolis, minnesota, united states
Taylor Potts's Location
Greater Chicago Area, United States
Taylor Potts's Contact Details

Taylor Potts personal email

n/a

Taylor Potts phone numbers

About Taylor Potts

Taylor Potts is a Vice President at U.S. Bank at U.S. Bank. They possess expertise in banking, finance, credit, financial analysis, microsoft office and 12 more skills.

Taylor Potts's Current Company Details
U.S. Bank

U.S. Bank

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Vice President at U.S. Bank
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Taylor Potts Work Experience Details
  • U.S. Bank
    Vice President - Cdo Relationship Manager
    U.S. Bank Aug 2015 - Present
    Chicago, Il
    Manage structured finance customer relationships with a high level of expertise consistent with governing document requirements, regulatory guidelines, as well as bank policies and procedures. Support business development by providing technical knowledge in pursuing new revenue and business opportunities.Coordinate client onboarding activities including document review and know your customer procedures.Oversee and approve daily activities throughout multiple groups to ensure client activity is completed accurately and on time.
    View
  • U.S. Bank, Global Corporate Trust Services
    Officer - Cdo Analyst Lead
    U.S. Bank, Global Corporate Trust Services Oct 2012 - Aug 2015
    Chicago, Il
    Generate indenture defined monthly and quarterly deal reports ensuring compliance with the collateral manager and auditors.Effectively communicate with collateral managers, TruPS sponsors, auditors, ratings agencies, investors, and outside counsel. Relied upon to review and sign ClearPar trade documents during each syndicated loan settlement to ensure timely closing. Conducted daily cash flow reconciliation to ensure precise movement of funds within the CDO portfolio.Promoted from CDO Reporting Analyst to Senior CLO Analyst to the title and role of Officer - CDO Analyst Lead.
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  • U.S. Bank
    Cdo Portfolio Administrator
    U.S. Bank Aug 2011 - Oct 2012
    Responsible for monitoring and maintaining pools of bank loans that act as collateral for Collateralized Debt Obligations.Relied on by many departments to accurately and timely process interest payments, principal payments, fees, split/combine/rollovers and new payment information. Proactively identify problems and use individual knowledge and strategies to ensure problems are resolved.
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  • Us Bank
    Personal Banker
    Us Bank Feb 2010 - Aug 2011
    Assisted customers by recommending and providing banking products and services that fulfill their financial needs. Provided excellent customer service to ensure a positive banking relationship for all customers.Consistently meeting and exceeding sales and service goals.Utilized financial knowledge to analyze and understand individual financial situations.
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Taylor Potts Skills

Banking Finance Credit Financial Analysis Microsoft Office Credit Analysis Cdo Clo Corporate Trust Loans Financial Reporting Structured Finance Fixed Income Cfa Candidate Financial Management Account Reconciliation Trust Preferred Securities

Taylor Potts Education Details

Frequently Asked Questions about Taylor Potts

What company does Taylor Potts work for?

Taylor Potts works for U.s. Bank

What is Taylor Potts's role at the current company?

Taylor Potts's current role is Vice President at U.S. Bank.

What is Taylor Potts's email address?

Taylor Potts's email address is tc****@****.iu.edu

What is Taylor Potts's direct phone number?

Taylor Potts's direct phone number is +161230*****

What schools did Taylor Potts attend?

Taylor Potts attended Indiana University Bloomington, Marist College - Scuola Lorenzo De' Medici.

What skills is Taylor Potts known for?

Taylor Potts has skills like Banking, Finance, Credit, Financial Analysis, Microsoft Office, Credit Analysis, Cdo, Clo, Corporate Trust, Loans, Financial Reporting, Structured Finance.

Who are Taylor Potts's colleagues?

Taylor Potts's colleagues are Theresa Anderson, Scott Bagley, Jones Randy, India Taylor, Marshan Barnes, Johnny Popal, Gonzalez Elizabeth.

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