Description
* Partnered with Treasury Management * Grew a portfolio of $64MM in credit relationships and $10MM in deposits. * Worked with the credit team to expedite renewals and comply with all credit requirements and policies. * Leveraged portfolio relationships with cash management, merchant and payroll services. * Pre-qualified all new opportunities including gathering initial credit package, analyzing initial credit risk and cash flow, preparing an executive credit memo, determining loan structure, and preparing term sheets. * Produced $10MM in loans and $1.5MM in deposits for FYE 2016 Merchant Services Wealth and Asset Management Equipment Finance International Trade and Foreign Exchange to deliver to clients and produce revenue. * Produced $5MM in loans and $3MM in deposits
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