Experience

Community Capital Technology | CCT
• United States
• Financial Services
• 1 - 100 Employee
• Managing Director, Head of Transactions

  • May 2022 - Present


IDB Bank

• United States
• Banking
• 700 & Above Employee

• First Vice President, Loan Syndications Manager

  • Jun 2020 - May 2022

  Responsible for arranging syndicated financings and selling down credit exposure for all transactions in which the market risk is either underwritten by the Loan Syndication Group or undertaken on a best efforts basis by cultivating relationships with private equity and investment banking firms as well as other commercial banking institutions. Preparation of preliminary syndication assessment and syndication opinion memos underwriting market risk. Acted as primary point of contact for all existing portfolio relationships. Show less

• First Vice President, Underwriting Manager

  • Mar 2019 - Jun 2020

  Managed a team of underwriters and analysts responsible for new money underwriting and oversight of a $3.5 billion portfolio of credit facilities consisting of more than 250 borrowers with vertical coverage including of Middle Market, Mid-Corporate, Israeli Desk, Healthcare and Not for Profit. Lead development, implementation and monitoring of organizational risk modeling, credit policies and underwriting procedures, with the goal of improving the underwriting, approval and risk monitoring functions. Show less



CIT

• Netherlands
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Vice President - Maritime Finance

  • Apr 2018 - Mar 2019

  Responsible for the quality, integrity and soundness of all financial analysis, underwriting and credit approval processes for new and existing portfolio of Asset Backed loan/lease transactions. Provided an independent review of credit quality, client risk/exposure, risk ratings, compliance with Credit Policy and compliance with terms and conditions of legal agreement for assigned portfolio through presentation to senior level credit approval, as well as lead deal teams consisting of junior underwriters and credit analysts. Show less



Citizens Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President, Corporate Banking Portfolio Manager

  • Oct 2015 - Apr 2018

  Responsible for effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support of pooled and/or individual portfolio, with delegated single signature Credit Officer lending authority up to $5.0 Million. Directly managed and facilitated the Renewal and New Money underwriting of Metropolitan New York Public Finance and Middle Market corporations with EBITDA values ranging from $10 million to $50 million. Show less



CoMetrics Partners LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Director

  • Mar 2015 - Oct 2015

  Management of work groups for on-going engagements of field examinations for clients’ borrowers and potential borrowers’ financial records, which include accounts receivable and inventory used as collateral for financing, and accessing the integrity of their accounting and record keeping practices. Performed business development to increase revenue among existing clients as well as cultivating relationships to create additional revenue streams. Management of work groups for on-going engagements of field examinations for clients’ borrowers and potential borrowers’ financial records, which include accounts receivable and inventory used as collateral for financing, and accessing the integrity of their accounting and record keeping practices. Performed business development to increase revenue among existing clients as well as cultivating relationships to create additional revenue streams.



Bank Leumi USA

• United States
• Banking
• 1 - 100 Employee

• AVP, Credit Officer

  • Dec 2013 - Jan 2015

  Responsible for managing lending policies and procedures including development, revision, insurance and tracking of periodic reviews for a portfolio of $2 Billion in Middle Market commitments. Managed credit risk limits in accordance with the risk tolerance established by the Board while acting proactively regarding analysis of the asset quality of the Bank's loan portfolio. Assisted in business development by attending industry events to effectively source new deals and provide prospects to existing Relationship Managers. Show less



PNC

• Travel Arrangements
• 1 - 100 Employee

• Asset Based Lending Field Examiner

  • Apr 2012 - Nov 2013

  Performed field audits of complex secured lending clients with exposures from $5MM to $100MM, analyzed collateral records and financial statements to determine accurate collateral values, and acted as a liaison between the relationship manager and the client in providing recommendations for implementation or improvement of collateral control or reporting procedures.Applied strong knowledge of generally accepted accounting principles (GAAP) for initial audits of prospects' records and established initial reporting methods and procedures for the submission of supporting collateral documentation, while directing the daily progress of field work on secured lending team audits. Show less

• Commercial Banking Distressed Asset Manager

  • Jun 2009 - Apr 2012

  Directly managed a portfolio of Commercial Banking relationships, specializing primarily in distressed asset workout including: cash flow management, collateral valuation and liquidation, administration of bankruptcy proceedings, litigation coordination, debt restructurings, and settlement negotiations. Worked within assigned portfolio to deliver ideas, advice and solutions designed to assist our clients in eliminating reasons for criticism.• Utilized analytical skills, experience and judgment along with knowledge of PNC's credit risk management policies and procedures to determine and gather the information necessary to evaluate the risk and financial conditions of the borrower.• Maximized economic value of managed portfolio by reducing legal balance of outstanding nonperforming assets by more than 48% and reducing loan portfolio by more than 300 loans.• Successfully improved methodology for creation of electronic document file imaging and streamlined foreclosure procedure resulting in significant cost and time savings. Show less

• Financial Sales/Services Consultant

  • Jul 2008 - Jun 2009

  Developed and utilized a substantial knowledge of retail and consumer banking policies, procedures, regulations, and products in order to effectively analyze customer accounts and build relationships, and service customer banking needs. • Generated revenue in excess of stated sales goal by an average of over 200%.• Received department-wide recognition as a result of consistent Gallup 5 star customer service.

• PNC Investments - Summer Internship

  • May 2007 - Aug 2007

  Analyzed PNC Investment customer portfolios by preparing asset allocation spreadsheets to determine enhancements to on-going portfolio strategies, while providing sales assistance and administrative support to senior level personnel. • Completed PNC Internship program. Analyzed PNC Investment customer portfolios by preparing asset allocation spreadsheets to determine enhancements to on-going portfolio strategies, while providing sales assistance and administrative support to senior level personnel. • Completed PNC Internship program.