Alfred Mansoor
Peoria,AZ
Summary
Results-driven commercial banking professional with 11 years of experience across sales, relationship management, and credit support. Background supporting business and Middle Market clients across Healthcare and General Industries with revenues of $50M–$2B+. Experienced across the full credit lifecycle including loan origination, underwriting support, portfolio management, and client onboarding, with a focus on operational efficiency and strong client service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
AVP – Credit Support Associate III
Bank of America
01.2026 - Current
- Manage a diverse For‑Profit Healthcare portfolio ($50MM–$2B+) including syndicated and bilateral credit facilities, treasury solutions, and trade products.
- Partner directly with credit, underwriting, treasury, relationship, and executive teams to deliver precise, timely, and high‑quality credit execution.
- Lead review of complex transactions, financials, covenants, legal documents, and closing requirements to ensure accuracy, disciplined risk management, and proactive financial monitoring.
- Lead strategist for high‑stakes, complex challenges, delivering timely solutions through strategic insight and decisive action.
- Serve as the team's subject matter expert on Credit Center, Global Underwriting System, policies, and operational changes, providing guidance and driving adoption.
- Mentor new hires and strengthen team performance through structured training, coaching, and hands‑on support.
- Drive cross‑functional initiatives that streamline processes, enhance execution, and improve client outcomes.
- Selected as an Al Ambassador, partnering with the AI strategy team to develop and scale prompts across the business to streamline workflows and improve output quality
Officer – Credit Support Associate II
Bank Of America
06.2022 - 01.2026
- Managed 200+ multi-product Middle Market credit relationships — owning credit, treasury, and documentation needs across a high-volume portfolio.
- Served as central coordination point across Relationship Managers, Underwriters, Treasury, and Operations to advance transactions and resolve issues.
- Monitored portfolio exposure, data integrity, and regulatory compliance; drove treasury product enrollment and client retention.
- Contributed to team meetings by sharing best practices on systems, policies, and procedures, strengthening adoption and elevating overall team performance
Mortgage Consumer Direct Sales Consultant
Wells Fargo
07.2021 - 04.2022
- Completed loan applications, priced loans, locked rates, and managed borrower communication throughout the loan process in full compliance with Wells Fargo policies and procedures.
- Built strong client relationships and guided borrowers toward personal financial goals through homeownership and refinancing, consistently exceeding monthly sales goals, while maintaining 98% client satisfaction survey results and 100% Quality Assurance (QA) scores.
Senior Mortgage Banker
Quicken Loans
11.2020 - 04.2021
- Originate and process VA loans, FHA loans, and Conventional loans for home refinancing
- Conduct interviews with prospective borrowers in order to analyze financial and credit data, to determine clients financing objectives, advise clients of product/pricing, and gather any additional required information.
- Achieved production goals as established by QL
Business Relationship Support Specialist
Wells Fargo
03.2019 - 11.2020
- Supported 9–10 Business Relationship Managers growing portfolios of 150–250 clients ($2M–5M revenue), coordinating across Merchant Services, SBA, Treasury Management, and other lines of business to ensure seamless client onboarding and servicing.
- Reviewed purchase agreements, tax returns, and financial statements prior to underwriter submission; compiled credit histories and corporate financials for loan applicants.
- Built and deployed a survey for Operations teams to identify process gaps, strengthen credit execution, and improve quality‑control outcomes.
- Ensured compliance with Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
Relationship Manager- Rising Star
Wells Fargo
05.2015 - 03.2019
- Managed high-volume inbound and outbound client calls focused on identifying product needs, building
relationships, and delivering exceptional service. - Earned Rising Star designation in recognition of performance, client satisfaction, and contribution to team goals.
- Mentor team members by offering coaching, guidance, and support to resolve workplace challenges effectively
Skills
- Critical Thinking
- Cross‑Functional Collaboration
- Decision-Oriented
- Project Planning & Execution
- Microsoft Applications
- Excellent verbal and written communication
Certification
Cortez High School – High School Diploma
Bank of America – College Credit 101 | Analyst Development Program
Timeline
AVP – Credit Support Associate III
Bank of America
01.2026 - Current
Officer – Credit Support Associate II
Bank Of America
06.2022 - 01.2026
Mortgage Consumer Direct Sales Consultant
Wells Fargo
07.2021 - 04.2022
Senior Mortgage Banker
Quicken Loans
11.2020 - 04.2021
Business Relationship Support Specialist
Wells Fargo
03.2019 - 11.2020
Relationship Manager- Rising Star
Wells Fargo
05.2015 - 03.2019