• Managed a portfolio of 16 companies and underwrote their loan modifications/upsizes in support of capital needs (M&A, working capital, etc)
• Mined and analyzed large sets of data to provide regional credit manager concise reports on the trends of her portfolio
• Monitored risk ratings, asset values, industry trends, and financial performance of portfolio companies
• Coordinated with contract lawyers, compliance consultants, and financial spreading teams to ensure seamless portfolio management
• Completed the 2-year Wells Fargo Wholesale Banking Training Program and upon graduation promoted to Relationship Manager
TRANSACTION EXPERIENCE
• $1.1Bn Extension | Provided detailed analysis of a company’s global rental equipment including graphical representation of utilization rates, unit composition, and physical location
• $340MM Proposal | Created a presentation deck for a leading golf company illustrating terms and projected liquidity
• $10MM Commitment Increase | Modeled financial performance of a metal’s manufacturer given multiple market scenarios