Helmut Moises Salazar
Vice President, CRE Underwriter at Poppy Bank- Claim this Profile
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Bio
Experience
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Poppy Bank
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United States
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Banking
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100 - 200 Employee
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Vice President, CRE Underwriter
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Apr 2022 - Present
Santa Rosa, California, United States
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Exchange Bank
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United States
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Banking
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300 - 400 Employee
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Senior Credit Analyst
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Dec 2018 - Apr 2022
Santa Rosa, California
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Beneficial State Bank
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United States
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Banking
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100 - 200 Employee
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Portfolio Manager
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May 2016 - Nov 2018
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Commercial Banker
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Jun 2012 - May 2016
Santa Rosa, CA
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Sterling Savings Bank
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Banking
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300 - 400 Employee
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Credit Analyst
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May 2010 - Jun 2012
Analyze individual/business income tax returns and financial statements to prepare cash flow analysis, summaries and credit recommendations for the approval of C&I loans and CRE loans that are guaranteed up to 85% by the U.S. Small Business Administration (SBA). Assists asset quality review department by working closely with borrowers and guarantors during the loan modification process and properly evaluate and recommend risk rate of performing and non performing assets.
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North Valley Bank
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United States
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Banking
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1 - 100 Employee
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Senior Credit Analyst
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Mar 2007 - Aug 2009
Prepared cash flow analysis and summaries using individual/business income tax returns and financial statements. Actively participated and gave support to commercial loan officers with the underwriting of commercial and industrial loans and commercial real estate loans. Managed a portfolio of lending and depository relationships. Worked directly with clients, accountants, insurance agents, title companies and attorneys to affectively administer and conduct day to day accounts… Show more Prepared cash flow analysis and summaries using individual/business income tax returns and financial statements. Actively participated and gave support to commercial loan officers with the underwriting of commercial and industrial loans and commercial real estate loans. Managed a portfolio of lending and depository relationships. Worked directly with clients, accountants, insurance agents, title companies and attorneys to affectively administer and conduct day to day accounts administration. Performed notarizations for bank's clients. Show less
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Bank of America
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United States
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Banking
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700 & Above Employee
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Small Business Banker
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May 2005 - Mar 2007
Worked as a branch new accounts representative, providing financial counseling and guidance, primarily to new and existing small business clients. Crossed sell bank products and services. Developed an outstanding relationship with real estate brokers to successfully achieved lending, consumer and small business banking products goals through referrals. Assisted branch manager with wire transfers requests, signature card & safe deposit audits and operations in general.
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Exchange Bank
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United States
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Banking
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300 - 400 Employee
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Customer Service Representative
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May 2003 - May 2005
Provided excellent customer service and performed numerous of bank routines transactions. Assisted operations manager preparing daily reports and internal audits. Crossed sell and offered bank products and services to existing clients. Translated for Spanish speaking clients.
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Education
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Jackson Hewitt Tax School
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Santa Rosa Junior College
Business Administration and Management, General