Lisa Warner

Lisa Warner Email and Phone Number

Commercial Banking Portfolio Manager at Wells Fargo Bank @
Lisa Warner's Location
Phoenix, Arizona, United States, United States
Lisa Warner's Contact Details

Lisa Warner work email

Lisa Warner personal email

n/a
About Lisa Warner

Lisa Warner is a Commercial Banking Portfolio Manager at Wells Fargo Bank at Wells Fargo Bank, N.A.. She possess expertise in asset backed securitization, investor reporting, acquisition integration, trust management, maintaining strong client relationships and 18 more skills.

Lisa Warner's Current Company Details
Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A.

Commercial Banking Portfolio Manager at Wells Fargo Bank
Lisa Warner Work Experience Details
  • Wells Fargo Bank, N.A.
    Senior Commercial Banking Portfolio Manager
    Wells Fargo Bank, N.A. Jan 2019 - Present
    Analyze complex commercial credits including new requests, renewals, modifications, annual reviews and risk rating assessments. Ensure structures adhere to credit policy and compliance requirements. Prepare high quality credit underwriting memorandums for senior credit officers which include financial analysis, key risk factors, collateral analysis, sources of repayment, guarantor analysis and ability to service debt.
  • Wells Fargo Bank, N.A.
    Quality Assurance Analyst
    Wells Fargo Bank, N.A. Feb 2013 - Jan 2019
    Chandler, Arizona
    Evaluated financial statement spreads and financial ratio covenant calculations for accuracy and compliance with legal documents and bank policy. Prepared monthly management reports, trend analyses and observations of operational risk. Identified and developed training tips for analysts and managers. Recommended process improvements to management to mitigate risk.
  • Valustreet Llc
    Vice President
    Valustreet Llc Nov 2007 - Feb 2013
    Phoenix, Arizona
    Cash management; accounting; hire and manage contractors; office management; manage orders through bidding, acceptance, assignment, delivery and billing processes.
  • Jpmorgan Chase Bank, N.A.
    Vice President/Manager Investor Reporting & Trust Administration
    Jpmorgan Chase Bank, N.A. 1992 - 2003
    Managed the operations and investor reporting processes for six master trusts totaling more than $69 billion in asset backed securities. Successfully transitioned five master trusts acquired via portfolio acquisitions. Worked with external consultants to develop, customize and implement a master trust database and reporting system resulting in substantially increased operational efficiencies and improved report accuracy and quality control.
  • Citibank
    Commercial Loan Officer
    Citibank 1989 - 1991
    Managed an $8 million dollar commercial loan portfolio and related deposit accounts averaging $6 million. Types of loans included operating lines of credit, term financing, Industrial Revenue Bonds, and all documentation associated with such loans.
  • Wells Fargo Bank, N.A.
    Commercial Loan Analyst
    Wells Fargo Bank, N.A. 1985 - 1989
    Phoenix, Arizona
    Determined credit risk for all types of commercial loans based on analysis of the borrower's financial condition, repayment programs, collateral values and conformity with bank policy. Worked as a staff auditor prior to this position and designed and supervised audits of major bank functions.

Lisa Warner Skills

Asset Backed Securitization Investor Reporting Acquisition Integration Trust Management Maintaining Strong Client Relationships Training Employee Management Microsoft Excel Microsoft Word Compliance Analysis Finance Credit Cash Management Auditing Loans Financial Analysis Portfolio Management Accounting Banking Lines Of Credit Credit Risk Commercial Lending

Lisa Warner Education Details

Frequently Asked Questions about Lisa Warner

What company does Lisa Warner work for?

Lisa Warner works for Wells Fargo Bank, N.a.

What is Lisa Warner's role at the current company?

Lisa Warner's current role is Commercial Banking Portfolio Manager at Wells Fargo Bank.

What is Lisa Warner's email address?

Lisa Warner's email address is li****@****rgo.com

What schools did Lisa Warner attend?

Lisa Warner attended University Of Arizona.

What skills is Lisa Warner known for?

Lisa Warner has skills like Asset Backed Securitization, Investor Reporting, Acquisition Integration, Trust Management, Maintaining Strong Client Relationships, Training, Employee Management, Microsoft Excel, Microsoft Word, Compliance, Analysis, Finance.

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