Experience

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  Bank of New England

  • United States
  • Financial Services
  • 1 - 100 Employee

  • VP Portfolio Manager

    • Dec 2020 - Present

  • VP Credit Manager

    • Mar 2018 - Dec 2020

    As the Credit Manager I am responsible for overseeing a team of 6 analysts. My day to day duties include reviewing the analyst's work to ensure accuracy and sound recommendations, and evaluating new loan submissions for completeness and protective structuring. Ongoing projects include developing department wide and one on one training across all levels of analysis (from the basics to advanced analysis), documenting procedures and best practices, and working with senior management to compile special reports (including ALLL).

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  People's United Bank

  • Concord, NH

  • AVP - Commercial Portfolio Manager

    • Dec 2015 - Mar 2018
    • Concord, NH

    As portfolio manager for the Central NH C&I team, I work with a team of three high-volume lenders with an aggregate portfolio in excess of $100 million in exposure (including syndicated credits). My primary objective is to keep the portfolio properly maintained, performing annual and quarterly reviews, monitoring credit lines and reconciling those that are formula-based. I provide support to my lenders as an underwriter for new customers when needed. I am a point of contact that is available to existing customers, and may assist in identifying cross selling opportunities.In this position, I primarily work with Loan Vantage (designated "Super User") and Salesforce.

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  Bank of New Hampshire

  • United States
  • Financial Services
  • 200 - 300 Employee

  • Senior Credit Analyst

    • Dec 2013 - Dec 2015

    As a senior analyst, I was responsible for analyzing large, complex credits for both for new money and annual reviews, training junior analysts, and performing periodic reporting duties quarterly and monthly. Additionally, I participated in the compilation of special reports, including industry and portfolio stratification reports and ALLL calculations. While working as the primary trainer, I had compiled and documented a comprehensive training system for new junior analysts. I was also the primary credit analyst for municipalities financing requests (cities and counties, mainly).

  • Credit Analyst

    • Dec 2007 - Dec 2013

    Commercial Credit Analyst at the Bank of New Hampshire (formerly Laconia Savings Bank) specializing in the analysis and interpretation of federal tax forms. I was promoted from Credit Analyst to Senior Credit Analyst in December 2013.

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  American General Finance

  • Concord, NH

  • Financial Representative

    • May 2007 - Dec 2007
    • Concord, NH

    Originated consumer loans and mortgages, as well as managed relationships with local business that were enrolled in the dealer financing plan for their customers. During the course of employment, passed state exam to become certified to sell credit-based insurances (i.e. credit-life, credit-disability and auto club).

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  Plymouth State University

  • Plymouth, NH

  • Financial Aid Undergraduate Fellowship

    • May 2005 - May 2007
    • Plymouth, NH

    Filing and other general office duties, as well as providing information and support to students and their families. Compiled a database of scholarships for the website that continues to be used and updated to this date.