Loan Officer Career Research and Resources
KeyCorp
Assisted in managing $30 billion derivatives portfolio within Corporate Treasury for the purpose of balance sheet interest rate risk management using interest rate swaps, options and U.S. treasury securities; Managed interest rate and loan spread risk of $150-$300 million quarterly KeyBank Commercial Mortgage Backed Securities issuance; Worked across multiple business lines by developing interest rate and foreign curr...
Avg. Salary: $114,000 · Company Rank: Not Available
The Money Shop
Launched multi state wholesale lending division. Included multi-state sales operations. Implemented division policies and procedures. Realized annual growth. Maintained federal and state compliance. Had delegated underwritting authority to 417,000. Managed a staff of up to 30 people.
Avg. Salary: $65,000 · Company Rank: Not Available
GE Money
• Led the underwriting and approval of 273 transactions with aggregate approval limits of $129 billion. • Implemented and managed global deal review and approval process – eliminated unproductive “one-off” meetings and aligned all cross-functional constituents into a single discussion/approval forum. • Coordinated the submission of complete, concise and actionable deal presentations, including a pitch, formal deal memoran...
Avg. Salary: $200,000 · Company Rank: Not Available
GE - Genworth Financial
• Originated direct Private Placement opportunities (~ $250MM) sourced from GE/GE Capital business units - included customer interaction, due diligence, underwriting/approval and all legal documentation. • Underwrote, obtained credit approval and documented 6 agented Private Placement offerings. • Helped manage Genworth’s private equity portfolio – review of Offering Memorandums, attended investor meetings/fund conference...
Avg. Salary: $200,000 · Company Rank: Not Available
GE Card Services
• Led underwriting, approval and documentation of 9 new Private Label Credit Card ("PLCC") programs (ex: Wal-Mart, GAP, Banana Republic, Old Navy and Brooks Brothers). Also partnered with BD to prospect new PLCC opportunities. • Direct report to Chief Risk Officer, Client Risk and Underwriting group leader. • Led negotiations for the sale of 3 strategically terminated portfolios - $4.2MM net income realized. • Coordinate...
Avg. Salary: $200,000 · Company Rank: Not Available
GE Commercial Finance
• Underwrote, attained credit approval and documented secured loans. • Coordinated portfolio management responsibilities such as borrower covenant compliance, re-financings, waivers, amendments, and GE risk management reporting. • Worked on both agented and syndicated debt facilities as well as single lender transactions • Managed affiliated “problem” account, dealing with all aspects of business management, including: f...
Avg. Salary: $200,000 · Company Rank: Not Available
GE Capital - Corporate Taxes
• Resolved tax issues associated with troubled accounts and new deals. • Managed quarterly tax reporting requirements. • Provided senior level review of GE Capital tax filings. • Research/resolution of related tax issues.
Avg. Salary: $200,000 · Company Rank: Not Available
Deloitte & Touche
• 23-month assignment to dedicated M&A group in New York City. • Research and transaction planning to LBO clients on tax issues associated with M&A transactions. Research and transaction planning to LBO clients on tax issues associated with M&A transactions.
Avg. Salary: $200,000 · Company Rank: Not Available
Deloitte & Touche
• Dedicated tax professional in respective practice office. • Focused on corporate and individual tax issues, research, and compliance.
Avg. Salary: $200,000 · Company Rank: Not Available
Schnidman Barron & Co. CPAs
Staff Accountant
Avg. Salary: $200,000 · Company Rank: Not Available
