Experience

• 

  Legacy Professional Services, LLC

  • New Orleans, Louisiana, United States

  • VP, Operations

    • Aug 2023 - Present
    • New Orleans, Louisiana, United States

• 

  Hancock Whitney

  • United States
  • Banking
  • 700 & Above Employee

  • Commercial Banker

    • Oct 2015 - Jul 2023

    Cultivate and maintain strong relationships with commercial/middle-market companies, principals and other high net worth individuals worth over $1M in monthly revenues.• Manage assigned loan portfolios and associated client relationships in accordance with bank policies• Identify accounts experiencing difficulties with proactive debt management and formulate repayment strategies, loan restructures and implement strategic action plans • Prepare detailed documentation and ensure clear communication between originating, underwriting and processing departments to drive timely application processing. • Present complex credit packages for approval to credit committee and board members• Accurately forecast critical pipeline closing• Review all documents and processes to assure strict adherence to appropriate banking regulations for optimal business successLeverage extensive 10-year background in underwriting to manage larger, more complex deals and clients within the Corporate and Middle Market DepartmentClient Relations:• Evaluate creditworthiness and determine proper loan structure and terms based on an acceptable level of risk.• Provide detailed credit analysis and recommendations to loan officers and loan committees based upon various company attributes and financial statements• Review existing lines of credit including financial, collateral and risk analysis to assess client needs and deliver proper deal structure• Translate clients’ business and financial objectives into properly structured credit facilities to the mutual benefit of the client and organization.• Manage a complex loan portfolio in excess of 80 million dollars to ensure continued credit soundness through ongoing monitoring of clients’ operations.• Provide exceptional customer support by assisting high-profile clients through various crises including the COVID-19 pandemic.

  • Portfolio Manager

    • May 2012 - Oct 2015

    •Provided detailed credit analysis and recommendations to loan officers and loan committees based on financial statements and other company attributes•Underwrote new commercial & industrial and commercial real estate loans and review existing credits including financial, collateral, and risk analysis•Updated quarterly reports on Bank’s relationships and regulatory compliance•Managed banking portfolios in excess of $20 million dollars