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Lead and execute capital markets and M&A transactions for energy clients (IPP and thermal generation). Produce strategic industry and product analyses, present complex analyses, coordinate internal product partners, manage project workflows, mentor junior staff, and ensure required FINRA registrations and compliance.

Lead underwriting of complex commercial lending relationships for law firms within the Legal Specialty Group. Analyze financial and credit information, structure loans, review legal documents, negotiate with outside counsel, monitor and service a portfolio, ensure regulatory and credit-policy compliance, and communicate recommendations to management and Private Bank partners.

Lead underwriting secured lending transactions including KAP, supplier finance, factoring, ABL, and AR securitizations. Manage credit analysis, structuring, legal negotiation, collateral diligence, risk ratings, and stakeholder coordination. Mentor junior staff and collaborate with originations and portfolio teams to support deal lifecycle and approvals.

Lead credit underwriting for secured lending products (KAP, Supplier Finance, factoring, ABL, AR securitizations). Manage deal lifecycle, coordinate stakeholders, structure and negotiate documentation with legal, oversee diligence and collateral examinations, ensure compliance and risk ratings, prepare ARS servicer models per S&P criteria, mentor junior team members, and collaborate with originations and portfolio teams.

Lead a retail bank branch team to drive sales, deepen customer relationships across deposit, lending, and investment products, coach and develop staff, manage operational risk and compliance, and coordinate with internal partners to deliver a consistent customer experience.

Manage a complex commercial credit portfolio (C&I, Commercial Real Estate, Investor Real Estate). Lead credit underwriting, financial research, modeling, risk analysis, portfolio monitoring, and client relationship management. Mentor junior staff, lead projects, ensure compliance with banking policies and achieve portfolio growth objectives.

Lead credit underwriting for secured lending products (KAP, Supplier Finance, factoring, ABL, ARS). Manage deal lifecycle, present credit recommendations, coordinate stakeholders, oversee diligence and collateral examinations, negotiate documentation with legal, produce securitization servicer models, mentor junior staff, and collaborate with originations and portfolio teams.

Serve as primary servicing contact for asset-based and syndicated commercial loans, executing end-to-end life-of-loan activities including account maintenance, reconciliations, settlements, accruals, fee management, and participation settlements while partnering with RM, Legal, Risk, and Ops and supporting system enhancements and quality controls.

Manage end-to-end servicing for asset-based and syndicated commercial loans, including account maintenance, reconciliations, settlements, accruals, fee management, and participation settlements. Serve as primary servicing contact, partner with RM, Legal, Risk, and Ops, perform quality reviews, support system enhancements, and train junior staff.

Underwrite and structure complex commercial banking relationships for law firms, analyze financial and credit information, document credit risk, review legal documents and lead negotiations, monitor and service a credit portfolio, and partner with private bankers to deliver compliant, custom credit solutions.