Jackson Weaver
The Colony,TX
Overview
4
4
years of professional experience
Work History
Portfolio Manager/Underwriter
Dallas Capital Bank
11.2023 - Current
- Complete underwriting for the C&I, Private Banking, and CRE portfolio with deal size typically ranging from $250M to $10MM.
- Premium Financing and Private Banking portfolio monitoring, with responsibilities consisting of tracking each facilities collateral position, analysis of In-Force Illustrations/Low-Point Letters, correspondence with advisors, quarterly matrix submissions to a formal loan committee, and annual BOLI review for submission to board of directors.
- Manage existing relationships, with responsibilities consisting of collection & submission of reporting requirements, Borrowing Base review, Compliance Certificate review, and covenant testing.
- Assist RM's with vetting prospective clients by running cash flow models based on historical or pro forma financial statements and analyzing asset/liability composition. With more complex credit facilities, collaboration on product tailoring is required resulting in the PM assisting in structuring the deal.
- Consistently ranked as the top producer amongst peers, having underwritten 56% of all requests year to date. Ongoing work flow consists of C&I (renewals & new money), sole management of the Private Banking portfolio, assistance with CRE overflow, annual reviews, and tickler monitoring.
Credit Analyst II
Independent Financial
08.2023 - 11.2023
- Provide underwriting services for numerous lenders primarily located in the DFW metroplex and the Greater Houston area, with deal sizes ranging from $1MM - $10MM+. Types of credit's typically completed include C&I, CRE, & Middle Market.
- Personal production when compared to the Credit Department as a whole is consistently ranked in the top 15%. The production matrix factors in the number of packages completed, accuracy, complexity, and turn-around time (measured quarterly & annually).
- Started in the Credit Training Program and have since been promoted to Credit Analyst II, placed on the highest producing team in the department.
- Completed Annual Reviews in addition to the creation and implementation of the CRE Scorecard while maintaining day-to-day production.
Credit Analyst I
Independent Financial
06.2022 - 08.2023
- Completed a formal credit training program through RMA in tandem with the Bank's Credit Training Program.
- Training on credit concepts and applying the material into credit packages.
Credit & Finance Intern
Independent Financial
05.2021 - 08.2021
Education
Bachelor of Business Administration - Finance
Texas Tech University
Lubbock, TX05.2022
Skills
Technical: LoanVantage, 2016 MS Excel Certified (2019), Bankpoint, Xperience, Adobe, RMA (2021 & 2023), FCM, Horizon, Credit Lens
Timeline
Portfolio Manager/Underwriter
Dallas Capital Bank
11.2023 - Current
Credit Analyst II
Independent Financial
08.2023 - 11.2023
Credit Analyst I
Independent Financial
06.2022 - 08.2023
Credit & Finance Intern
Independent Financial
05.2021 - 08.2021
Bachelor of Business Administration - Finance
Texas Tech University