Bill Davis
New York
Summary
Strong leadership experience, with the ability to work collaboratively on a team and effectively with people at all levels in an organization. Seasoned financial professional with extensive experience in commercial banking and loan originations. History of exceptional performance in a number of JPMorgan Chase roles and disciplines. Known for analytical skills, attention to detail, problem solving, and ability to multi-task, I'm a quick learner capable of adapting to different work environments.
Overview
10
10
years of professional experience
Work History
Vice President, Commercial Banker
JPMorgan Chase
New York
03.2022 - Current
- Managed portfolio exceeding 60 client relationships as Primary Banker and Relationship Manager.
- Coordinated RFP submissions with stakeholders, detailing customized banking solutions.
- Solicited new business through cold calling strategies and leveraging industry-specific centers of influence.
- Served as East Region Associate Expert on complex debt proposals, including direct purchase bonds, term loans, and revolving lines of credit.
Syndicated Loan Originations Associate
JPMorgan Chase
New York
02.2019 - 03.2022
- Coordinate syndicated loan closings for Leveraged Finance and Investment Grade Debt Capital Markets (DCM) clients.
- Opine on loan documentation (Credit Agreements, Term Sheets, Commitment Letters, etc.) and Funds Flow models to determine operational feasibility.
- Manage document distribution between internal business groups, external counsel, bank syndicate, clients & institutional investors.
- Maintain loan closing pipelines and update outstanding unfunded credit commitments.
AML Investigations Associate
JPMorgan Chase
New York
02.2016 - 02.2019
- Review, amend and approve Suspicious Activity Reports (SAR) in accordance with FinCEN procedures.
- Reviewed JPMC accounts to mitigate or document potential money laundering or fraudulent activity.
- Led training sessions for new hires and senior employees.
- Selected as one of the high-performing analysts to spearhead 'One Touch' project, which successfully pioneered a new investigations process, subsequently implemented across the department.
Education
Master of Business Administration - Finance, Corporate Finance, Strategy
NEW YORK UNIVERSITY (NYU), Leonard N. Stern School of Business
New York, NY09.2021
Bachelor of Science - Business Economics, Computer Applications
STATE UNIVERSITY OF NEW YORK (SUNY) AT CORTLAND
Cortland, NY05.2015
Skills
- Relationship management
- Loan documentation
- Financial analysis
- Problem solving
- Critical thinking
- Effective communication
Proficiencies
Microsoft Office; Google Suite; DBC Finance; Salesforce; JPMC Internal Systems; Windows & Apple Operating Systems
Timeline
Vice President, Commercial Banker
JPMorgan Chase
03.2022 - Current
Syndicated Loan Originations Associate
JPMorgan Chase
02.2019 - 03.2022
AML Investigations Associate
JPMorgan Chase
02.2016 - 02.2019
Master of Business Administration - Finance, Corporate Finance, Strategy
NEW YORK UNIVERSITY (NYU), Leonard N. Stern School of Business
Bachelor of Science - Business Economics, Computer Applications
STATE UNIVERSITY OF NEW YORK (SUNY) AT CORTLAND
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