Tony Patton

Tony Patton Email and Phone Number

Top Talent in Banking Operations | Passionate About Driving Innovation and Creating Positive Impact | People Leader Dedicated to Continuous Learning and Growth @ Capital One
mclean, virginia, united states
Tony Patton's Location
Dallas, Texas, United States, United States
Tony Patton's Contact Details
About Tony Patton

Experienced Private Lending Operations Associate with a demonstrated history of working in the financial services industry. Skilled in analytical analysis, process improvement, and interpersonal soft skills. Bachelors of Business Administration with a focus in Finance and Entrepreneurial studies from The University of New Mexico - Robert O. Anderson School of Management.

Tony Patton's Current Company Details
Capital One

Capital One

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Top Talent in Banking Operations | Passionate About Driving Innovation and Creating Positive Impact | People Leader Dedicated to Continuous Learning and Growth
mclean, virginia, united states
Website:
capitalone.com
Employees:
55043
Tony Patton Work Experience Details
  • Capital One
    Principal Closing Associate - Team Lead - Corporate Bank Closing
    Capital One Sep 2021 - Present
    Dallas-Fort Worth Metroplex
    • Plan and coordinate loan closing processes for commercial loan products, including managing interactions with all stakeholders (External Counsel, Relationship Manager, Underwriter, Syndication’s desk, and Client). Ensure all “Know Your Client”, Credit Policy, Legal and Regulatory considerations are satisfied within bank requirements prior to close and booking.• Review complex credit agreements for accuracy of credit approval documents and determine loan supportability for new facilities, modifications, and extensions. Support member syndication and direct deal portfolio for various lines of business including; Energy, Dealer Services, Public Funds, Government Contracts, Not-For-Profit, Sponsor, Asset Based Lending, and Gaming.• Manage and update standard operational procedures to ensure team and organizational alignment and that processes remain in line with any changes in the legal, regulatory, or bank policies.• Assisted in the design of line of business Salesforce end-to-end deal engagement models to increase operational efficiency, leading to near-zero errors in the deal assignment, and assisted with the design of a booking assignment tool to downstream to offshore partners.• Research and resolve line of business and client escalations related to loan closing and loan booking activity, proactively remediating, and identifying operational risk gaps to address via procedural updates, coaching, or targeted training.• Led and effectively managed a team of five direct reports, fostering a collaborative and high-performing work environment, resulting in increased team productivity, and catering to the line of business priorities with a “white-glove” service attitude.• Contribute to the bank’s diversity and inclusion efforts via Leadership on the DFW OutFront BRG, organizing some of the most attended BRG events within the local DFW chapter.
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  • Goldman Sachs
    Senior Associate
    Goldman Sachs Dec 2020 - Sep 2021
    Dallas, Texas, United States
    Private Lending Services - Team Lead• Provide primary point of contact for all parties involved in UHNWI loan closing/fundings of Goldman Sachs Bank structured loans collateralized by marketable securities, private equity/hedge funds, commercial real estate, aircraft, fine art, hobby properties, private company stock, yachts, etc. • Review documentation for accuracy of key loan attributes against credit approvals, confirming complex borrower structures, certifying underlying collateral is fully secured, and that loan is compliant to all firm policies and procedures prior to closing. Ensure that comprehensive loan reviews are complete while being cognizant of tight closing and funding deadlines for UHNWI clients, wealth advisers, and lending teams. • Provide loan support throughout the lifecycle the loan, including but lot limited to; collateral account set up, covenant and collateral monitoring setup, data entry into loan systems for monitoring and bank reporting purposes, and other ad hoc items upon request. This includes loan modifications/amendments such as changes to pricing, borrower structure, loan maturity, collateral accounts and types, external or internal covenants modifications or waivers, etc. as approved and documented in the credit memorandums and updated through legal documentation. • Operational requirements include ensuring loan approvals and policy exceptions are documented properly in credit files, verifying that outside counsel and internally drafted loan documentation are consistent with the approved credit memo memorandums, assist in the controls and monitoring of assets pledged to the bank to ensure proper documentation is received prior to releasing assets, create and manage various GS Bank reports produced on a regular basis and identify and enhance operational inefficiencies or address any notable key risk items.• Community Engagement Pillar Head within the Dallas LGBTQ+ Network Steering Committee, Managing Director Reverse Mentor
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  • Goldman Sachs
    Associate
    Goldman Sachs Nov 2019 - Dec 2020
    Dallas, Texas
    Private Lending Services - Assisted with the relocation of the Private Lending Services team from Salt Lake City to Dallas.
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  • Goldman Sachs
    Associate
    Goldman Sachs Dec 2018 - Nov 2019
    Greater Salt Lake City Area
    PWM Client Onboarding Operations - Region Lead• Develop, implement, and update operational procedures relating to client data to mitigate operational risks, increase operational efficiency, and ensure adherence to changes in regulatory and Anti Money Laundering policies. • Coordinate with cross-organizational teams, including sales (client-facing), legal, compliance, other PWM Operations groups to ensure a positive client experience while applying sound business judgment to identify unusual or suspicious documentation or activity. •Support the firm's diversity and inclusion strategy through active participation within the LGBT Network to offer training and promote educational programming.
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  • Goldman Sachs
    Senior Analyst
    Goldman Sachs Dec 2017 - Dec 2018
    Greater Salt Lake City Area
    Private Wealth Management Operations
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  • Wex
    Senior Credit Analyst
    Wex Sep 2017 - Dec 2017
    Greater Salt Lake City Area
    • Underwrote new inbound credit requests, and assisted with credit limit increases upon in-depth financial and creditworthiness overview.• Completed annual reviews of existing client portfolio, interpreting commercial & consumer credit reports and data to make complex credit decisions on mid-sized to large accounts. • Analyzed commercial financial statements to accurately use predictive credit scoring models for future credit worthiness on new and existing credit lines.
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  • Wafd Bank
    Commercial Credit Analyst
    Wafd Bank Jul 2015 - Jun 2017
    Greater Salt Lake City Area
    • Individually underwrote $104 Million in new loan production in the 2016 fiscal year, doubling the existing Utah commercial portfolio, while working with 6 of the top 10 commercial real estate developers and 4 of the top 5 commercial builders in the State of Utah. Industry focus was on income properties including; multi-family, self-storage, hotel and hospitality, retail, and lines of credit. • Managed and monitored a commercial real estate loan portfolio of $289+ Million. Improved the performance metric measuring process, which reduced the information availability waiting time in half and provided more accurate information. • Trained, supported, and on boarded new commercial real estate hires including Division Manager, Loan Coordinator, Senior Credit Analyst, and Credit Analyst Trainee. Training included system processes, lending policies, and bank procedures. • Received the Washington Federal 2016 VIP Award for the work done for the Commercial Real Estate team.
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  • Wafd Bank
    Credit Analyst
    Wafd Bank Oct 2014 - Jul 2015
    Seattle, Washington
    • Completed a 6 month Commercial Real Estate and Business Banking Training Program focused on Underwriting a wide range of loans from $500,000 to upwards of $35 million+. • Underwrite loans for Commercial Real Estate and Business Banking. CRE Loans secured by income properties including; multi-family, office, warehouse, and retail. Other loans in A&D, commercial and residential development, accounts receivable, and secured / unsecured lines of credit. • Conduct financial analysis including financial statement spreading, liquidity and ratio analysis, industry comparisons, global cash flow projections, collateral and secondary repayment sources, credit investigations, personal and company tax return analysis, along with market analysis, and other aspects to credit memorandum preparation. • Understand trends in income & expense statements within home builder finance, commercial real estate office space, retail and multi-family properties to evaluate loan size based on LTC (Cost budget analysis) LTV (NOI analysis) and DSC ratios (Repayment Analysis).
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  • Fidelity Investments
    Investor Center Intern
    Fidelity Investments Apr 2013 - Aug 2013
    Albuquerque, New Mexico
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  • Target
    Executive Intern
    Target May 2012 - Sep 2012
    Albuquerque, New Mexico
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Tony Patton Skills

Public Speaking Marketing Customer Service Event Planning Team Leadership Powerpoint Management Leadership Microsoft Word Sales Team Building Training Microsoft Excel Social Media Marketing Strategic Planning Social Networking Teamwork Creative Solutions Customer Satisfaction Entrepreneurship Facebook Mobile Marketing Public Relations Finance Commercial Real Estate Editing Customer Retention Social Media Integration Mobile Technology Operations Management Banking Credit Risk Innovation Financial Analysis Credit Microsoft Powerpoint Commercial Banking Lines Of Credit Underwriting Cash Flow Cash Management Global Cash Management

Tony Patton Education Details

Frequently Asked Questions about Tony Patton

What company does Tony Patton work for?

Tony Patton works for Capital One

What is Tony Patton's role at the current company?

Tony Patton's current role is Top Talent in Banking Operations | Passionate About Driving Innovation and Creating Positive Impact | People Leader Dedicated to Continuous Learning and Growth.

What is Tony Patton's email address?

Tony Patton's email address is to****@****msn.com

What is Tony Patton's direct phone number?

Tony Patton's direct phone number is +150541*****

What schools did Tony Patton attend?

Tony Patton attended The University Of New Mexico - Robert O. Anderson School Of Management, Rio Rancho High School.

What are some of Tony Patton's interests?

Tony Patton has interest in Financial Analyst, Human Resources, B2b, Market Research Analyst, Micro Finance, Investments, Dueling Piano, Music, Business Operations, Piano.

What skills is Tony Patton known for?

Tony Patton has skills like Public Speaking, Marketing, Customer Service, Event Planning, Team Leadership, Powerpoint, Management, Leadership, Microsoft Word, Sales, Team Building, Training.

Who are Tony Patton's colleagues?

Tony Patton's colleagues are Winston Wang, Michael A. Taylor, Stefanie Sanders, Ellis Cindy, Arunika Sajith, Valeria Johnson, Terri Jackson.

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