Carlos Guerra
Los Angeles,CA
Summary
Detail-oriented professional with 5+ years in private banking and commercial loan operations, specializing in structuring and managing syndicated credit facilities. Achieved over $500 million in secured loans across commercial real estate, private equity, and single-stock transactions. Expertise in credit risk assessments, loan documentation, and financial modeling for complex multi-party deals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lending Professional - Analyst
JPMorgan Private Wealth Management
Los Angeles, CA
04.2022 - Current
- Evaluated risk exceptions within the loan portfolio, including covenants, payment delinquencies, and absent legal documents.
- Assisted in funding over $500 million in commercial real estate loans within the calendar year.
- Manage a diverse portfolio of loans across Southern California, and negotiate repayment plans to reduce delinquency and optimize revenue.
- Maintain a quality credit book, with active client dialogue, and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.).
Lead Loan Operation Specialist
SBA Complete
El Segundo, CA
10.2019 - 11.2021
- Developed reports detailing operational performance, trends, costs, productivity.
- Coordinated closing activities with title companies, lenders, appraisers.
- Processed and disbursed over 500 PPP loans. Assisted in selling $50 million in loans to third-party vendors.
- Resolved discrepancies between borrower's information and lender’s requirements.
- Reviewed loan applications and supporting documentation to determine completeness, accuracy and compliance with company policies.
Education
Bachelor of Arts - Economics
California State University, Northridge
Northridge, CA05-2020
Skills
- Risk assessment
- Data analysis
- Portfolio management
- Compliance review
- Loan portfolio management
- Budgeting and financial planning
Certification
- CFP Candidate
Timeline
Lending Professional - Analyst
JPMorgan Private Wealth Management
04.2022 - Current
Lead Loan Operation Specialist
SBA Complete
10.2019 - 11.2021
Bachelor of Arts - Economics
California State University, Northridge
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