Darien, Connecticut, United States
Senior Credit Analyst/ Risk Analyst with a Commercial Bank or Leasing Company 20+ Years of Credit experience, MBA
Analyst for Commercial Real Estate transactions
Responsible for review of portfolio of approx. 85 credits- (transactions >$1.0MM). Communicate with Senior Management - All upgrades and downgrades to Portfolio Monitor Portfolio for transfer to workout Ad hoc assignments (e.g. assignment and assumptions, consent & waivers, delinquency calls).
Senior Credit Underwriter of various Companies, deal size ranges from $350M to $3.5MM Specializing in lease finance Underwrote loan/lease transactions and made credit recommendations to senior management Reviewed collateral assumptions, loan to value ratios; Prepared Underwriting document Transportation, Healthcare, Heavy equipment, Medical Imaging and Printing technologies Coordination with inside Sales Reps. and approved vendors
Financial Advisor Training Program Financial Advisor to Individual Clients Retirement planning and portfolio investment management Series 7 license and Insurance Licensed in three states
Activities include Departmental move to Danbury location from Harrison, NY. pursuant to GE Capital acquisition. GE Capital acquired CitiCapital Healthcare and Energy in August, 2008.
Financing of large healthcare equipment transactions (Avg. size $10.0MM) New transactions- Leasing Volume per year exceeded $130MM (2007) Well-known Issuers/Clients: Duke University Health System; Nebraska Medical Center, Kaweah Delta Healthcare District, etc. Underwrote real-estate backed transactions. Analyzed remedial credits in Healthcare Portfolio- reviewed 10 accounts with exposures greater than $10MM, less than $50MM.