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Heath Wilson profile image

Heath Wilson

Sr. Manager Credit Administration at Service Credit Union
Intro Book
Seasoned finance professional with expertise in credit analysis and portfolio management.
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Location
Portsmouth, New Hampshire, United States, US
Skills
  • Credit
  • Banking
  • Commercial Banking
  • Finance
  • Loans
  • Show all
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Bio

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Heath Wilson is a seasoned finance professional with extensive experience in credit analysis, commercial banking, and portfolio management. He has held leadership positions in various financial institutions, including Service Credit Union, WhereScape, and Eastern Bank. Wilson has a strong educational background in economics and finance from Virginia Military Institute and The University of Connecticut.

Experience

  • Service Credit Union
    • Portsmouth, NH
    • Sr. Manager Credit Administration
      • Sep 2020 - Present
      • Portsmouth, NH

      Providing leadership and development of a growing Credit Analyst and Underwriting team while collaborating with, and providing strategic direction to the Commercial Lending group. Entrusted with providing loan origination approval to preset levels, developing Commercial Lending Policy and best practices. Acting as a positive agent of change, taking a leadership role integrating my staff and the Commercial Lenders in the adoption of nCino and Salesfore.com into the Commercial Lending process.

  • WhereScape
    • Austin, Texas, United States (Remote)
    • Manager Sales Oper
      • Nov 2019 - Sep 2020
      • Austin, Texas, United States (Remote)

  • Eastern Bank
    • Portsmouth, NH
    • VP, Commercial Lender
      • 2018 - Nov 2019
      • Portsmouth, NH

  • ARC Consulting
    • Portsmouth, NH
    • Real Estate Valuation Analyst
      • 2017 - 2018
      • Portsmouth, NH

      Providing reliable Bank Valuation on Real Estate Property in Maine, New Hampshire and Massachusetts.

  • Optima Bank and Trust Company
    • Portsmouth, NH
    • Relationship Manager
      • Jul 2011 - Nov 2015
      • Portsmouth, NH

      Commercial Relationship Manager for C&I and CRE

  • People's United Bank
    • Lead Credit Analyst
      • Jun 2010 - Nov 2012

  • TD Bank
    • Sr. Credit Analyst
      • May 2009 - Jun 2010

  • Citizens Bank of Massachusetts
    • Commercial Lender
      • Jun 2004 - Feb 2009

      Credit Analyst 2004-2007Relationship Manager - 2007-2009

  • Fleet Bank / Bank of America
    • Sr. Financial Analyst
      • Sep 2002 - May 2004

      • Built the Annual budget and monthly forecast, was responsible for all Monthly reports, variance analysis and narrative for the month.• Checkbook Initiative: resulting in a $10Million improvement to the bottom line of the Bank.

  • The MathWorks
    • Revenue Analyst
      • Sep 2001 - Sep 2002

  • Oracle Corporation
    • Sr. Financial Analyst
      • Jun 2000 - Sep 2001

Education

  • 1993 - 1997
    Virginia Military Institute
    B.A., Economics and Finance
  • The University of Connecticut

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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