Summary
Overview
Work History
Education
Skills
Timeline
Generic
Ecliff Jackman

Ecliff Jackman

Summary

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

20
20
years of professional experience

Work History

Vice President-Senior Transaction Relationship Manager

Citibank, N.A
03.2022 - Current
  • Manage relationship with several high profile clients to grow partnerships and opportunities.
  • Worked with clients to address and respond to client and partnership management issues.
  • Main relationship and escalation point, providing the key connection between the bank and the client.
  • Negotiate and execute new deals and relationships.

Vice President-Trust Officer/Trust Department Manager

Sumitomo Mitsui Trust Bank
01.2017 - 01.2022
  • Start, Manage, Run and Grow Trustee Business
  • Establish a predetermined course of action, including setting both short-term and long-term objectives and establishing policies, procedures and programs to reach those objectives and establishes an organizational structure to meet those objectives.
  • Choose, Negotiate and Implement the systems, software and hardware necessary to run Trust Business.
  • Hire, Train and Coach the staff of the Trust Business
  • Providing ongoing guidance and supervision of the Department's personnel to achieve the objectives set.
  • Start, Manage and Grow Client Relationships
  • Oversees administration of all Trust Department Activities
  • Negotiate, execute, and set-up new deals.

Vice President-Transaction Manager

HSBC Bank USA NA
01.2010 - 01.2017
  • Corporate Trust Loan Agency
  • Negotiate new deal documents to ensure transactions are feasible and compliant to Bank's policy
  • Coordinate closings with underwriter, operations department, issuer, DTC, and law firms
  • Create and Implement controls around transaction specific parameters
  • Maintain and strengthen client relationships through regular contact and site visits
  • Extensive experience in the securities and banking industry with an emphasis on Project Finance, Export Finance, Leveraged Acquisition Finance, capital market issues, Structured Finance, Repacks, Complex High Yield Collateralized Debt Obligations, and Mortgage Backed Securities
  • Undertake independent document review in lieu of legal counsel
  • Liaise with Sales, Credit & Risk Management, Operations and Business Lines departments

AVP-Transaction Manager / Analyst

HSBC Bank USA NA
01.2003 - 01.2010
  • Corporate Trust Loan Agency
  • CDO/CLO transaction documentation review
  • Reverse engineering CDO/CLO cash flow and compliance modeling (VBA and SQL)
  • CDL/CLO report development, Crystal Reports
  • Review testing and implementation of CDO Suite to replace proprietary infrastructure
  • Supervised 2 Analysts.

Education

COMPUTER Strong Access, Excel, VBA and SQL. -

Bachelor of Science - Business

City University of New York
2003

Skills

  • MS Office (Word, PowerPoint, etc) Quick Books, Visio, etc…
  • Legal Documentation Negotiation

Timeline

Vice President-Senior Transaction Relationship Manager

Citibank, N.A
03.2022 - Current

Vice President-Trust Officer/Trust Department Manager

Sumitomo Mitsui Trust Bank
01.2017 - 01.2022

Vice President-Transaction Manager

HSBC Bank USA NA
01.2010 - 01.2017

AVP-Transaction Manager / Analyst

HSBC Bank USA NA
01.2003 - 01.2010

COMPUTER Strong Access, Excel, VBA and SQL. -

Bachelor of Science - Business

City University of New York
Ecliff Jackman