Senior Commercial Resume Sample

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Jamie Daniel
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Work Experience


Senior Commercial Financial Analyst
01/2016 - PRESENT
Dallas, TX
  • Ensure the complete documentation of screenings, scoping and cost estimates with regards to Patheon’s standards and requirements
  • Keep up-to-date on knowledge of HSBC’s international strategy, capabilities and policies and keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements
  • Work in partnership with colleagues across the HSBC Group to improve connectivity, deliver exceptional standards and quality of service across all interactions with (prospective) customer or other professionals
  • Ensure RMs work with Product partners and assist in the delivery of solutions, services and products that are appropriate to meet customer needs and improve customer engagement
  • Be an ambassador for HSBC and develop the bank’s profile in the local business community
  • Take personal ownership of the customer experience, and ensure all team members take personal responsibility for managing their customers’ total relationship with HSBC
  • Ensure fairness in all aspects of strategy, product design and delivery, sales processes, customer literature and correspondence, financial promotions, administration and complaint handling
Senior Commercial Loan Closer
09/2009 - 07/2015
Los Angeles, CA
  • Build a strong relationship with the Risk Management teams in order to achieve a sustainable asset growth
  • Provide appropriate strategic business ideas based on awareness of market, industry initiatives and customer feedback
  • Deeply understand CNNI’s global portfolio and suite of digital marketing solutions
  • Maintain strong professional relationships and act as a key leader of CNNI’s commercial strategy with agencies and direct clients around the world
  • Willingness to travel to international markets to educate cross-platform sales teams, align/manage Digital Directors and be in market with clients and agencies selling CNNI’s digital and cross-platform solutions at the highest level
  • Work with CNN’s media buying function to build and sell content distribution solutions
  • Proven exposure in digital advertising with a record of exceeding revenue goals
  • Deep experience working with the world’s biggest brands on complex multi-million dollar campaigns
Senior Commercial Proposals Manager
09/2003 - 04/2009
Houston, TX
  • Manager of people with proven experience of motivating, developing and coaching employees across multiple locations and regions
  • Understands the digital landscape – its innovators, its disruptors and its future
  • Can creatively drive revenue using digital multiplatform sales techniques
  • Extensive experience with digital business development
  • Active in industry trade and networking events as a speaker and attendee
  • Thorough understanding of data driven ad sales and ad technology
  • Great relationships \ contacts at leading agency networks around the world
  • Strong attention to detail and ability to QA team’s work and own work
  • Deliver a high quality service by owning customer engagement, striving for excellence in all interactions with (prospective) customer or other professionals, and always acting according to the highest professional standards

Education


Argosy University - Nashville Campus
1998 - 2003
Bachelor's Degree in Business

Professional Skills


  • Work experience demonstrating strong analytical and interpersonal skills is required
  • Strong organizational skills, attention to detail, ability to manage multiple priorities and contribute to the team as a whole
  • Excellent organizational skills required. Contributes to development of new procedures and services existing procedures for updates of changes
  • Excellent written and presentation skills are necessary for preparing proposals, contracts and management presentations
  • Excellent collaboration, consensus building and negotiation skills
  • Results oriented, self-starter with strong analytical and conceptual thinking skills
  • Very strong analytical and modeling skills

How to write Senior Commercial Resume

Senior Commercial role is responsible for analytical, business, presentation, intermediate, modeling, finance, computer, english, leadership, excel.
To write great resume for senior commercial job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Senior Commercial Resume

The section contact information is important in your senior commercial resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Senior Commercial Resume

The section work experience is an essential part of your senior commercial resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous senior commercial responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior commercial position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Senior Commercial resume experience can include:

  • Ensure that modeling captures all value and risk components, and further group goal of insuring that all valuation methodologies consistently and accurately capture value and streamline all deal analyses from RFP to accounting reporting
  • Detail oriented with strong analytical skills (both qualitative and quantitative)
  • Fluent Oral and written English skills
  • Keeping the customer experience at the heart of everything we do, ensuring adherence at all times to the principles of TCF
  • Accounting, finance and capital markets knowledge and commercial banking experience
  • Coordinates weekly meeting with the Lending Team and Loan Operations to prioritize workflow and workload

Education on a Senior Commercial Resume

Make sure to make education a priority on your senior commercial resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior commercial experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Senior Commercial Resume

When listing skills on your senior commercial resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical senior commercial skills:

  • Strong leadership skills with deep business acumen
  • Effective relationship management, leadership and communication skills
  • Apply strategic and critical thinking skills for long range analysis & planning
  • + Proven experience in establishing guidelines for budget and forecast preparation, reporting actuals and variance analysis
  • + Excellent analytical and proven problem solving capabilities
  • Exceptional communication skills and the ability to influence senior-level, external and internal stakeholders

List of Typical Experience For a Senior Commercial Resume

1

Experience For Senior Commercial Financial Analyst Resume

  • Experience utilizing design tools including: Pro Engineer or equivalent CAD System, Matlab, Simulink, Microsoft Office
  • Robust control of indemnity spend and reserving, through effective negotiation
  • Partner to provide expertise in the development and execution of Civil and Military proposals; driving the inclusion of key GE priorities e.g. Cash
  • Experience in the closing and administration of lead agent syndicated transactions require
  • Supporting technical development of colleagues within the department
2

Experience For Senior Commercial Loan Closer Resume

  • Undertaking monthly internal audits/reviews for compliance and departmental development
  • Varying business units throughout the company, other departments/colleagues within WMR as well as internal/external auditors and the like
  • Handle litigated cases requiring legal intervention, utilising in-house and panel lawyers
  • Adherence to Non-Reportable Complaint process, minimising risk of becoming Reportable
  • Provide guidance to a team of 5 to 7 developers with either planning and execution and/or design architecture using agile methodologies such as SCRUM
  • Organize annual business planning meetings and quarterly business reviews with distribution partners with the appropriate planning and follow up communication
  • Support regular reporting requirements for business unit including Weekly Reports, Pipeline/Gas Plant Summary Reports, and Budget Analysis reports
  • Familiarity with energy/ commodity marketing, understanding of the North American energy markets an asset
  • Improve process of modeling and evaluation of all aspects of Sequent business activity
3

Experience For Senior Commercial Title Assistant Resume

  • Triage of new technical and/or large claims including Property, Subsidence, Environmental, Liability Claims; Injury and Motor
  • End-to-end claims handling of retained technical claims
  • Identify own and manage risk(s) involved in running our business appropriate to my role, in line with the DLG risk framework
  • End-to-end handling of own caseload of technical and large claims up-to a value of £100,000.00
  • Modify credit policy and/or procedures to ensure loans and other credit exposures are properly controlled and monitored within prudent banking principles
4

Experience For Senior Commercial Proposals Manager Resume

  • Ensure the highest level data quality, including all financial data, for assigned portfolio
  • Work cross-functionally throughout the organization, serving as commercial financial contact for Water line of business
  • Prepare monthly financial forecasts on a weekly basis providing explanations of key performance drivers and budget variances
  • Work across internal organizations to instill core knowledge / competency of Inquiry to Order process and tools, including SFDC and analytics
  • Lead all proposal activities ensuring compliance with 650.10 policy, ITO and associated procedures
  • Expertise with networking and/or knowledge of Converged Plantwide Ethernet guidelines
5

Experience For Senior Commercial Installer Resume

  • Knowledge of Unconventionals Upstream business activities, operating locations, pipeline operations, gas plant operations knowledge
  • + Mission Values: Consciously works to bring the Mission alive
  • + Clear Thinking: Translates complexity into simplicity, articulates crisply and clearly
  • + Sound working knowledge of Code of Conduct and Business Conduct Standards
  • Develop policy, procedures, data sources and reporting to ensure risk is identified, measured, monitored and controlled as required by new products or markets
  • Provide fundamental supply and demand analysis in support of transactional analysis and corporate strategic initiatives
  • Investigate/negotiate indemnity and liability and identify potential recovery opportunities
6

Experience For Senior Commercial Banking Manager Resume

  • Maximise revenue generation/cost control/recovery opportunities to negotiate the optimum claim settlement
  • Technical mentor/referral point to enhance capability development
  • Remain within the agreed risk and regulatory constraints ensuring awareness of policy and procedure (DLG Code of Conduct, Absence, Health & Safety, i-learn etc)
  • To contribute to Continuous Improvement for your team, department and customers
  • Develop policy, procedures, data sources and reporting to ensure risk is identified, measured, monitored and controlled as required by new mandates, products or markets
  • Perform internal credit reviews for the Bank’s commercial businesses to ensure that the business units are properly identifying the asset quality of their portfolios on a timely basis
  • Monitor the commercial businesses on an ongoing basis via industry trends, economic news, business specific information, and review the Business Units’ quarterly review updates to assist in early problem recognition
  • Support the Director of Commercial Credit Review in responding and communicating with internal and external auditors during exams performed on Emigrant’s Commercial Credit Review function
  • Over 4-year solid FP&A experience, primarily in commercial finance with MNC companies
7

Experience For Senior Commercial Engineer Resume

  • Proficiency in MS Office with advanced Excel/PPT working knowledge
  • Secures new and maintains existing commercial internet, video, and voice services. Generates new leads with targeted businesses through
  • Develops business development strategy in unison with the appropriate affiliate(s) to generate
  • Drive change and influence business results; provide an independent view to the business
  • Installs appropriate devices; dismantles and reconstructs equipment as required by customer or Tyco Simplex Grinnell
  • Responsible for all aspects of contract/RFQ review, including proposal development, risk management and mitigation, specification compliance, scope development, transactional pricing, customer negotiations, customer communications and issue resolution
  • Schedule deal reviews with relevant approvers process to ensure that all technical risk points, risk mitigation, and business risk acceptance levels are properly incorporated in the development of the scope, cost and proposal wording
  • Ensure timely and comprehensive hand-over of won projects to the Order to Remission teams
8

Experience For Senior Commercial Representative Resume

  • Technical background and ability to analyze and process complex information
  • Teach distributors all aspects of clinical business, procedures and capital sales process
  • Ensure distributors develop a business plan which includes (quarterly) system and procedure targets to achieve or exceed goals set by senior management
  • Conduct regular “field visits” in coordination with distributor representatives to understand market dynamics, provide coaching and bring value to customers to support the adoption of da Vinci surgery
  • Provide distributors’ representatives with new and existing product information, and assist them during initial launch and utilization of new products
  • Supervise and assist distributor personnel with their operational activities including procedure coverage at hospitals, weekly reporting accuracy, and weekly forecasting
  • Provide training to the Commercial Banking staff, support areas and others as required
  • These responsibilities can be achieved through exhibiting the following attributes
  • The Commercial/Pricing Analyst is a key member of the Global Deal Desk Team
9

Experience For Senior Commercial Product Account Executive Resume

  • Develop National and Regional Key Opinion Leaders (KOL’s), reference and epicenters
  • Ensure all required approvals are in place, and that the process leads to timely submission of the bid
  • Ensures compliance with TCF Lending Policy, terms of Offer to Lend and underwriting criteria. Reviews all standard and attorney prepared loan documents for completeness and accuracy. Ensures all documents are reviewed by Loan Officer and supervisor for validity and compliance to loan proposal
  • Provides support to relationship managers (RMs) and portfolio managers (PMs) with marketing and sales by setting appointments, sending prospect letters, cross selling, Excel tracking, updating ECM, attending and/or coordinating bank sponsored events for customers
  • Assists the PMs with on-going financial and covenant collection and tracking. Be a resource for the following: Virtual Strategy, T- Value, Credit Reports, Loan Pricing Models, and Financial Tracking System,
  • + Having in-depth knowledge of the GE Suite of Products, including New Products Introduction and leveraging the product line group knowledge & product catalog information
10

Experience For Senior Commercial Credit Associate Resume

  • + Understanding competitive products & key product differentiators, leveraging the marketing team and external resources
  • Coaches all UZ750 project personnel in the implementation of claims avoidance related work practices and strategies required to successfully implement a proactive claims avoidance environment
  • Additionally, selects and prepares tendering and contracting strategy that ensures the best value for ZADCO’s expenditure following the best practice and innovative ideas Ensures Tender Board and Shareholders approvals
  • Prepares and compiles Tender / Contract documentation, in consultation with legal and other stakeholders to ensure viability, legality, clear interpretation and ease of administration
  • Participates in the technical and un-priced commercial evaluation of tenders and then leads the subsequent priced commercial evaluation of technically acceptable offers that includes professional adjustment factors depending on the nature of the job and tender Prepares a comprehensive techno-commercial evaluation report and recommendations
  • Processes award recommendations, ensure necessary approvals and finalize with successful bidder and the contract documentation

List of Typical Skills For a Senior Commercial Resume

1

Skills For Senior Commercial Financial Analyst Resume

  • + Strong analytical and management accounting experience
  • Demonstrated business development, strategy and negotiations experience
  • Intermediate computer operational skills required
  • Prioritise and effective communication is crucial
  • Completes consolidation of all accounting, financial reporting, and other finance related operations (incl. P&L reporting and Balance Sheet)
2

Skills For Senior Commercial Loan Closer Resume

  • Experience with procuring and contracting Drilling, Completion, Production, HES, and Land products and services
  • Develop and execute effective commercial and negotiation strategies related to Upstream gathering, processing and transportation
  • Handle day to day work challenges confidently, willing and able to adjust to multiple demands, shifting priorities, ambiguity and rapid change
  • Strong working relationships and key contacts within Commercial
  • Experience in business development, strategic sales or strategic marketing
  • Business experience with an emphasis in loan servicing
  • Strong technical expertise with an understanding of loan documentation (preferably commercial
  • Strong working knowledge of commercial loan system and policies and procedures
  • Previous experience with preparing loan documents through the use of an automated documentation system
3

Skills For Senior Commercial Title Assistant Resume

  • Strong writing/communication, and
  • + Experience in project management, business information and reporting systems would be an advantage
  • Strong expertise in data mining tools and the creation of data visualizations
  • Demonstrated ability to adapt sales approach based on client’s needs
  • Relevant industry experience
  • Experience within the financial, auto, insurance, industrial sectors, or within data and analytics
  • Mobile Communications Industry experience
4

Skills For Senior Commercial Proposals Manager Resume

  • Demonstrated ability to understand and administer complex loan portfolio
  • Strong knowledge of CMB’s international proposition / product capabilities
  • Demonstrates ability to work well under pressure and to meet strict deadlines. Ability to independently resolve complex problems
  • Commercial loan experience
  • Strong knowledge in complex permanent and construction commercial real estate loans
5

Skills For Senior Commercial Installer Resume

  • Experience with AFSvision, Commercial Loan Origination system required
  • Strong product knowledge of Syndication and Participation clients
  • Supports effective treasury management, optimized capital financing structure and tax compliance management
  • Experience with SAP and posting journal vouchers preferable
  • Experience in teamwork and dealing with commercial aspects of projects
  • Processing, analyzing and solving complex Syndicated loans including Commercial and Industrial and Commercial Real Estate
  • Understanding of OREO process, accounting for and managing bank owned OREO properties
  • Working knowledge of the following programs
6

Skills For Senior Commercial Banking Manager Resume

  • Communicating the recommendations of analysis to senior stakeholders to maximise performance
  • Working Conditions/Physical Requirements
  • Understanding of Motion and Automation Systems
  • Applying data mining, statistical analysis and reporting in marketing and sales related quantitative studies
  • Responsible for UCC monitoring, negotiable collateral monitoring and Collateral release preparation and recording
  • Commercial closing, funding or similar homebuilder finance / commercial real estate banking background
  • Assist in documenting policies and procedures using best practices for internal system (Quorum Forecasting)
  • E2E Contract Management including analysis & reporting of contract performance, firm service commitments and utilization
7

Skills For Senior Commercial Engineer Resume

  • Homebuilder construction and development loan closing training is required
  • Intermediate to advanced knowledge of lending regulations and closing procedures, title and insurance policies required
  • Accomplishes financial analysis, planning and controlling activities, and all related business administration activities
  • Monitor product category performance including new product introductions and pricing
  • Organize annual business planning meetings and quarterly business reviews with distributors with the appropriate planning and follow up communication
  • Assist in formulating multi-year market strategies and understanding their financial impacts
  • Book, fund and manage assignment distribution of assigned transactions within the Bank's loan accounting and/or loan trading systems
8

Skills For Senior Commercial Representative Resume

  • Participate in the planning, development, and implementation of analyses to support a rapidly growing business
  • + Knowledge of marketing, strategy concepts, financial modeling negotiation
  • + Developed understanding of sales, marketing and product attributes
  • Membership Advisor is equally comfortable and capable of closing either a Corporate product sale or a OPEN product sale depending on prospect need
  • Make independent decisions regarding the processing of high-impact, multi- million dollar Syndicated transactions
  • Significant knowledge and understanding within the commercial vertical
  • Be a strategic thinker who takes initiative and a proactive approach to problem solving
9

Skills For Senior Commercial Product Account Executive Resume

  • Modify credit policy and procedures to ensure Company loans and other credit exposures are properly controlled and monitored within prudent banking principles
  • Capable of producing high quality senior management level correspondence, presentations and reports
  • Deep understanding of the culture, customs and traditions of the country under responsibility
  • Manage the Supplier Relationship Management process for suppliers using Key Performance Indicators to drive increased performance
  • Prepare monthly sales forecast by region / country working with the sales teams
  • Follow up on sales performance and prepare daily/weekly sales dashboards showing this performance
  • Monitor KPI’s such as core growth, net to list, cost to list, standard margin, operating margin expansion
  • Analyse Distributor Sales Out Reporting to understand and follow up on trends
  • Accountable for delivery against prescribed targets, budgets and resourcing and responsible for volume, quality, and timeliness of end results
10

Skills For Senior Commercial Credit Associate Resume

  • Assist in building the North American commercial finance team
  • Reviews existing data and reports and highlights potential areas of exploration for new revenue opportunities
  • Monitors and analyzes data trends pertaining to commercial reports
  • Translates data into immediately interpretable formats (including dashboards, management reports, or full presentations) that can influence leadership
  • Three or more years of Business Analysis and Problem Solving

List of Typical Responsibilities For a Senior Commercial Resume

1

Responsibilities For Senior Commercial Financial Analyst Resume

  • Validates the development and implementation of all contractor procedures for conformity with the Contract Checks conformity of all documentation called for, including guarantees, performance bonds, insurance and the like with agreed formats and processes as required
  • Assists in evaluating contractor’s request for approval of vendors and sub-contractors Monitors performance of contractor’s procurement activities in terms of timely delivery and quality
  • Reviews, revised terms, variation order requests, change orders, claims submitted by Contractors, establishes a Negotiations Strategy and negotiate ,as part of constituted team, for their settlement
  • Assists project controls group in obtaining and assessing cost and progress data performance Provides relevant data and assist to the Contract Administration System
  • Coordinates the final ‘close-out’ of completed contract(s) by ensuring proper resolution of all outstanding issues Provides input and reviews for Contractors Performance Evaluation
  • Extensive experience of defining and delivering customer segmentation and behaviour models, and delivering customer targeting through a campaign management tool
  • + Strong inter-personal skills and demonstrated ability to collaborate and gain credibility with other functions across various levels of management
2

Responsibilities For Senior Commercial Loan Closer Resume

  • + Excellent computer and systems skills – Excel, MS office, Business Objects and ERP (eg: SAP)
  • + Strong finance skills, especially in the areas of analytics and business case evaluations
  • Excellent computer and systems skills – Excel, MS office, Business Objects and ERP (eg: SAP)
  • Collaborate with Accounting, Distribution and Marketing departments to validate profitability forecast for assets
  • Directly influence the operational effectiveness of the functional/functional unit
3

Responsibilities For Senior Commercial Title Assistant Resume

  • Provide explanations for variances vs. prior year, forecast and budget
  • Customer service experience in financial services company
  • Solid ability to multi-task and function efficiently in a high volume, fast paced deadline oriented environment
  • Strong professional customer service orientation
  • Experience with Microsoft Office Suite (Word, Excel , Outlook)
  • + Global: Culturally agile, strives to understand diverse market needs and responds with creative and effective solutions
  • Understanding of natural gas processing and NGL production knowledge is required
  • Knowledge and understanding of homebuilder and developer / commercial real estate loan documentation and structure
  • Knowledge and understanding of legal language included in Commercial Real Estate Construction Loan Agreements, Notes, Guaranty Agreements, Deeds of Trust / Mortgages, Assignment Agreements, Subordination Agreements, Syndication Agreements, and Corporate Entity documents including Operating Agreements and entity structure
4

Responsibilities For Senior Commercial Proposals Manager Resume

  • Detail knowledge of Title Insurance, including Endorsements, Schedule B-1 Requirements, and Schedule B-2 Exceptions
  • Multi-task while still maintaining careful attention to detail
  • Supports accountable Unit or BA Management, provides advice and proposes measures regarding Finance / Business Administration
  • Analyzes and provides recommendation regarding capital expenditure proposals
  • Prepare dynamic financial valuation models using NPV and IRR calculations to measure anticipated returns, compare alternatives and select market opportunities
  • Support Asset team in optimizing overall asset value
  • Learn and develop an understanding of the assets we have in place to maximize value
5

Responsibilities For Senior Commercial Installer Resume

  • Knowledge of current bank regulatory compliance
  • Evaluate documentation and make decisions
  • Supports implementation of financial and business administration policies, standards and procedures, for the assigned organization unit
  • Checks content and analyzes supplier and/ customer contracts, to ensure compliant and standardized contract management
  • Supports in the preparation of complex bids or tenders for project business
  • Develop or expand mechanism to track and report historical and current volume and revenue
  • Support all aspects of monthly Profit/Loss review including the ability to drill down on every cost and revenue element to determine the source detail. Interface with other operational and support groups that impact the overall profitability of the business unit
  • Support development of customer profile database to include: historical flows, product positioning, and movement types, physical assets owned by customers, connections, and contract and revenue history
6

Responsibilities For Senior Commercial Banking Manager Resume

  • Primary trusted business partner of Big Bets 2.0 Account team and from account planning, customer proposal through accelerate E2E end-to-end opportunity execution
  • Business partnering the sales and marketing teams and be involved in all decisions that have an impact on the profit & loss, both long term and short term
  • Champion/coordinate bid specific T&Cs/pricing internally (approvers, Finance, Legal, Deal Desk, DCT, Renewal, IB Services, etc.)
  • Work in partnership with Deal Management Team to Ddevelop and deliver ELA training and workshops for in-region sales representatives
  • Provide Account Profiling package including internal bookings analysis, historical spending, customer IT spending, competitive landscape, growth potential assessment, etc., working with Big Bets 2.0 Program Management team and Regional Operations team
  • Support and drive the business in the preparation of the Annual Budget and Monthly Forecast
  • Monitor and drive rebate programs
  • Support decisions through advice, counsel or services in area of specialisation
  • Adhere to and actively support established policies and procedures in own team
7

Responsibilities For Senior Commercial Engineer Resume

  • Support change initiatives and embed change initiatives within own team
  • Partner with the North American sales team to create weekly sales analyses
  • Assist in creation of monthly analysis to explain key growth drivers and business mix impact
  • Assist in the development of the annual sales budget and quarterly reforecasts
  • Works with the commercial manager to provide recommendations based upon trend analysis and performance vs plan
  • Actively understands, manipulates, and synthesizes data across multiple sources to identify macro-level themes and insights through hands-on analysis
  • Designs and prepares analysis projects to investigate business challenges and potential revenue opportunities
8

Responsibilities For Senior Commercial Representative Resume

  • Deliver key insights and recommendations to management team to shape strategic direction
  • Collaborate with other teams and brands to ensure data and insights are shared for appropriate projects
  • Continuously monitor reporting effectiveness, evolve existing reports, develop new reports as needed, and identify opportunities to automate and gain efficiencies in data collection and reporting where possible
  • Explores and understands new research and analytical techniques
  • Work is very detailed and requires a high level of accuracy
  • Perform a qualitative review of syndicated loan agreement (including CRE and Construction Loans Agreement) and related documents for compliance with the loan approval, adherence to policies and regulations and to mitigate operational and reputation risk
  • Effectively manage, as Administrative Agent, the investors by ensuring timely, proper and effective communicating utilizing market standard processes (Syndtrak, etc.)
  • Interact with All Business Lines to provide seamless execution of closings
9

Responsibilities For Senior Commercial Product Account Executive Resume

  • Achieve revenue targets by building, maintaining, and up-selling Commercial book of business for our top commercial clients by developing an understanding of the client’s industry, business issues and short/long range needs
  • Develop proposals which respond to client problems and benefit all parties, supported by sound cost accounting principles and maintain acceptable profit margins
  • Develop well defined and clearly documented action plans through TAS (Target Account Selling) process for both existing clients and new clients that are sales and activity driven with defined strategies to achieve sales quotas
  • Technical Knowledge: Strong understanding of corporate finance and accounting
  • Liaise with the various sales teams that Commercial Consultants support to understand requirements in achieving growth and revenue targets
  • Establish and provide routine reports for management with a focus on the development of self-service dashboards
  • Analyze data to identify and better understand business opportunities and market situations
  • Conduct analysis and provide business decision support and insight
10

Responsibilities For Senior Commercial Credit Associate Resume

  • Identify and implement processes and improvements in planning, analysis, reporting and monitoring both financial and non-financial measures. This includes leveraging information technology to automate, streamline, and integrate processes
  • Understanding of settlement process, purchase accounting and SBA lliquidation procedures
  • Work with multiple systems including SAP, SAP BPC and Birst for use in information retrieval and analyses
  • Perform ad hoc financial analysis and modeling as required
  • Advanced knowledge of related state and federal loan regulations and Bank lending policies
  • Correct or resolve issues or problems in existing systems and processes

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