Business Development/Capital Raising/Underwriting Resume Dallas/Fort Worth, TX & San Diego, CA - Hire IT People

SUMMARY:

Financial professional with comprehensive experience in the financial services industry. Corporate, commercial, and international banking experience. Background in business development, risk analysis, financial markets and products, and deal structuring. Formally credit trained. Management experience. Presentation and Negotiation skills. International training and experience. Fluent in German.

EXPERTISE AREA:

Source New Relationships
Financial Reporting and Modeling
Portfolio Management
Due Diligence and Credit Analysis
Commercial Real Estate Lending
Cash Flow and Asset Based Lending
Trade Finance and Foreign Exchange
Equipment finance and leasing

PROFESSIONAL EXPERIENCE:

Confidential, Dallas/Fort Worth, TX & San Diego, CA

Business Development/Capital Raising/Underwriting

Responsibilities:

Various short term roles including: negotiating, structuring, analyzing and underwriting credits to the health care industry (acquisitions, debt refinancing, expansions, equipment, real estate and start - up loans); underwriting of equipment finance and leasing transactions focusing on larger fleet commercial portfolios, financial analysis of lessees and collateral/equity analysis, and syndication of commercial credits via development and management of commercial banking relationships; negotiating, underwriting and coordinating several $1 million - $5 million consumer, residential, equipment, commercial building and business loans.

Confidential, Fort Worth, TX

Vice President & Senior Relationship Manager

Responsibilities:

Grew total loans outstanding under management by 38% in first full year.
Landed a $75 million steel manufacturing client with a $10 million credit facility in second year.
Recognized as a top referral source among relationship managers for booked business via cross-sales of insurance, trust and retail banking services.

Confidential, San Diego, CA

Vice President & Senior Commercial Banking Officer

Responsibilities:

Developed the unit’s first insurance premium financing deals via several prominent private clients.
Received the Bank’s best portfolio credit risk grade each year.

Confidential, San Diego, CA

Vice President & Manager

Responsibilities:

Promoted to Department Manager one year after joining the Bank (managed three-person team).
Developed a comprehensive strategic plan and a training program for international finance.
Implemented a web-based currency trading system for the Bank that cut trading costs by over 50%.
Turned department from cost to profit center in first year as manager and one year ahead of plan.
Boosted department revenue and profit by 65% and 50% respectively in second year as manager.

Confidential, Los Angeles, CA

Assistant Vice President

Responsibilities:

Developed a comprehensive study of the high-tech industry and implemented an associated marketing strategy that resulted in improving the team's portfolio return by 45% in two years.
Won the bank's first derivative and debt and equity business with major corporate clients including: Intel, Transamerica, Levi Strauss, and Pacifi Corp.
Created in-depth reports involving credit analysis, financial modeling, & management consultation.
Completed internal courses in capital markets, management, and accounting.

Confidential, Los Angeles, CA

Associate

Responsibilities:

Developed a study of several proposed natural gas pipeline projects for senior management, which was instrumental in the group winning associated financing mandates.
Constructed financial valuations of large gas pipeline companies and other energy clients.
Developed comprehensive studies of the aluminum and copper industries for senior management.

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Business Development/capital Raising/underwriting Resume

Dallas Fort Worth Tx San Diego, CA

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