Executive Summary
Well-qualified, veteran senior-level commercial banker. Skilled analyst with strong organizational and communication abilities with proven leadership qualities. Unique combination of business development, line lending, credit administration, and unit manager. Background in diverse environments ranging from major regional West Coast institution to community banks in Midwest. Specific skills and accomplishments include:
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Credit/portfolio administration |
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Credit review |
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Loan documentation |
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Asset structuring/restructuring |
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Financial analysis |
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Risk assessment/underwriting |
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Troubled asset resolution |
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Credit education/training |
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Life member of RMA, the Risk Management Association |
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National Director and Division Chair – RMA, The Risk Management Association |
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Faculty for Annual Leadership Conference – RMA, the Risk Management Association |
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Stonier Graduate School of Banking |
Professional Experience Summary
City National Bank, Beverly Hills, CA
Senior Vice President
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Business lender/client relationship manager (loans and deposits) followed by credit administration and loan review. |
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Demonstrated success in attracting and retaining numerous bank clients. |
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Assistant manager (professional and staff level including loan operations section) – Head Office-Loans, this bank's largest lending division (revenues and volume) and consistently its most profitable operating unit. |
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Staff of over 100 including loan officers, administrative support, and loan operations. Strengthened staff recruitment, education, and development. Developed and facilitated in-house credit training workshop. |
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Fostered move to lending teams to improve client effectiveness. Member of task force for major rewrite of bank-wide credit policy. |
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Appointed to recruiting/selection team for credit management training program. Served on bank management committee. |
All American Bank of Chicago, Chicago, IL
Vice President/Senior Lending Officer
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Senior Credit Officer and Compliance Officer. |
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Client relationship manager (business loans and deposits). |
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#2 in overall management hierarchy of this institution. |
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Instrumental in successful resolution of troubled credits (recruited by President to assist in turn-around of this one-time "problem" institution). |
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Totally revamped lending bank's lending practices and procedures. |
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Developed close working relationships with Board of Directors, bank regulators, and bank counsel. |
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Responsibilities also included real estate lending plus supervision of retail lending. |
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In 1981, this institution was acquired by a major regional banking group and absorbed into that organization. |
Education
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Certificate in Executive Management (post-graduate) — the Drucker School of Claremont Graduate University (Claremont, CA) |
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MBA — Loyola University (Chicago, IL) |
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