Profile #417219

FL – Fort Lauderdale – Sr. Portfolio Manager/Commercial Loan Underwriter

• Years of Related Experience: 17
• Minimum Salary: $105K
• Work Area:  Within 30 miles of Fort Lauderdale, FL
• Experience:  Experience in CRE, C&I, 504s, SBA7a, and 504, average loan size of $10MM, new and existing loan underwritings for business term loans, acquisition and development loans, owner-occupied commercial real estate mortgages, revolving lines of credit, and asset-based loan facilities, Handled modifications, annual reviews, and renewals, reviewed, validated, and approved client advance requests on borrowing bases and lines of credit facilities, recording of customer financial reporting, conducting analysis and reconciliation of financial loan covenants and agreements for each applicable reporting period, client site visits, maintained constant communication with clients, and actively engaged in conversations with clients’ Certified Public Accountants (CPAs), responsible for twenty-two client relationships with joint credit exposure of approximately one hundred and sixty-eight million dollars ($168MM), portfolio comprising syndicated loan amenities with top-tier credit facilities reaching upwards of $1 billion, addressed closing conditions, including Property Condition Assessment (PCA) and Environmental Reports, further engaging in on-site visitation and client interaction, facilitated the underwriting and addition of loan facilities with values ranging from $4MM to $30MM, actively engaging in Syndicated Loan Facilities with total credit exposure upwards of $1 billion.
• Other Attributes: Utilized Encino, Moody’s, Excel, and Baker Hill
• Management Experience:  Trained and managed junior analysts
• Education: Master of Business Administration in Finance
• Reference #: 417219
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