PROFESSIONAL SUMMARY

Experienced commercial and industrial (C&I) syndicated loan portfolio manager, originator, and underwriter with deep expertise in managing bank relationships, analyzing complex credits, and structuring transactions aligned with market expectations. Known for strong credit acumen, relationship development, and consistent top performance in high-volume environments.

KEY SKILLS & EXPERTISE

• Syndicated Loan Origination & Underwriting

• Complex Financial & Credit Analysis

• Credit Memo & CIM Writing

• Partner Bank & Derivatives Relationship Management

• Interest Rate Hedging & Risk Mitigation

• Team Leadership & Mentorship

• Financial Communication

• B1-Level French Proficiency

CERTIFICATIONS & AFFILIATIONS

• CFA Charterholder – CFA Institute (since 2015)

• Full Member – CAIA Association (since 2019)

• Graduate – Pacific Coast Banking School, with honors (2014–2016)

PROFESSIONAL EXPERIENCE

Senior Vice President – Correspondent Banking
Washington | 2022 – Present

• Manage a $350M nationally syndicated C&I loan portfolio

• Lead end-to-end transaction cycle for syndicated loans ($10M–$30M commitments)

• Gain senior loan committee buy-in (CEO, CCO, and senior executives)

• Foster and manage relationships with regional and national partner banks

• Co-manage third-party derivatives partnership

• Recognized in the top 1% of employees (Circle of Excellence, 2024) and top 3% (President’s Club, 2023)

SVP – Syndications
Washington | 2011–2017, 2018–2022

• Originated syndicated loans and prepared CIMs for complex C&I clients

• Managed a $250M syndicated loan portfolio including TLA, TLB, prorata, structured, and project finance

• Led transition and management of third-party derivatives partner

Director of Capital Markets
2017 – 2018

• Oversaw interest rate hedge portfolio and protected IHFA’s mortgage pipeline

• Maximized gains from secondary market loan sales

EDUCATION

Boise State University
BBA in Finance, 2004