Jamie Keeling
Richardson,TX
Summary
Seasoned commercial banker with an effective background in portfolio management, and a proven track record in developing long-term financing strategies. Demonstrated success in fostering client relationships, structuring new business opportunities, and maximizing non-interest revenue.
Overview
24
24
years of professional experience
Work History
Senior Portfolio Manager
Texas Capital Bank
03.2014 - Current
- Managing commercial loan portfolio of approximately $500 million in credit commitments within bank's Financial Institutions Group. Areas of focus includes asset managers, consumer finance companies and Fin-Tech loan origination platforms.
- Structure, underwrite, and close complex credit transactions ranging from $10 million to $100+ million to meet bank credit policy and ROE objectives.
- Transaction and portfolio management experience as lead agent in syndicated credit credits.
- Facilitate new client due diligence and financing proposals. Coordinated $100 million of new loan originations during 2022 by leveraging strong client relationships and strategic market insights.
- Coaching and overseeing credit analysts in preparation of annual reviews, loan modifications and underwriting activities.
- Create financial dashboards to provide insights into key performance indicators with monthly trend and risk grade monitoring.
- Significantly enhanced portfolio profitability by cross-selling treasury, foreign exchange, and investment banking solutions, achieving 50% increase in portfolio non-interest revenue during past twenty-four months.
- Participate in industry events and trade shows to promote FIG line of business.
Portfolio Manager/Underwriter
Vision Bank - Texas
08.2011 - 02.2014
- Performed underwriting and new loan due diligence across a broad industry scope, including real estate, security, O&G services, and general commercial & industrial.
- Facilitated portfolio performance review and implemented new strategies to streamline credit approval process.
- Supported bank's President and Chief Risk Officer with special projects and additional job duties.
Relationship Manager
Silicon Valley Bank
10.2003 - 08.2011
- Successfully developed and deepened relationships with technology companies, resulting in sustained business growth through strategic cross-selling of financial products and services.
- Underwriting, due diligence and preparation of credit recommendations for new and existing credit relationships.
- Correlation of borrower performance with likelihood of ongoing venture capital support to identify and mitigate potential losses.
- Communicated regularly with clients to understand needs, evaluate current product use, and cross-sell new products.
Credit Analyst
Comerica Bank
09.1999 - 01.2003
- Commercial credit training
- Underwriting, due diligence, and portfolio monitoring in a rotation format with experience in Middle Market, Small Business, Private Banking, and Technology Lending.
Education
BBA - Finance
University of Oklahoma
Norman, OK05.1999
Skills
- Client Relationship Management
- Business Development
- Cross-Functional Collaboration
- Networking and Industry Engagement
- Bank Portfolio Management
- Legal Document Negotiation
- Due Diligence
Timeline
Senior Portfolio Manager
Texas Capital Bank
03.2014 - Current
Portfolio Manager/Underwriter
Vision Bank - Texas
08.2011 - 02.2014
Relationship Manager
Silicon Valley Bank
10.2003 - 08.2011
Credit Analyst
Comerica Bank
09.1999 - 01.2003
BBA - Finance
University of Oklahoma