Work Preference
Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic
Open To Work

Jeff Lemond

McKinney,TX

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Project ManagerChief Operating OfficerDirector of OperationsDirector of Acquisitions

Work Type

Full TimePart TimeConsultingContract WorkGig Work

Location Preference

HybridRemote
Location: McKinney, TX, US
Open to relocation: Yes

Salary Range

$150000/yr - $200000/yr

Important To Me

Company CultureWork from home optionTeam Building / Company RetreatsStock Options / Equity / Profit Sharing

Summary

Visionary leader with proven track record in steering organizations toward success through strategic planning and effective management. Skilled in building cohesive teams, driving innovation, and enhancing operational efficiency to achieve business objectives. Demonstrated ability to transform challenges into opportunities, resulting in significant impact on company growth and profitability.

Overview

28
28
years of professional experience

Work History

Founder and Former Co-Owner

Lemond Nutrition
Plano, Texas
12.2008 - 01.2026
  • Oversaw all aspects of operations including product development, marketing, sales, technology, customer service and finance.
  • Identified and negotiated an international partnership to expand the reach of the business.
  • Created and managed the company's financial budgeting, forecasting, and reporting systems, and maintained a net profit for every year since inception.
  • Provided leadership support during times of organizational change and unexpected challenges, ensuring minimal impact on business continuity.
  • Crafted and monitored performance metrics to ensure the maximization of profitability, in conjunction with upholding high patient quality standards.
  • Developed and continuously refined policies, procedures, and processes aimed at increasing efficiency and job satisfaction while reducing costs.
  • Evaluated and implemented new technologies to eliminate bottlenecks, enhance security and maintain HIPAA compliance.
  • Fostered a positive and creative company culture that encourages leadership, teamwork, innovation, and excellence.
  • Implemented scalable processes and systems to support business operations and facilitate efficient growth.

Project Manager

Beal Bank
Plano, TX
10.2023 - 11.2023
  • Reprised a previous role to train and lead a diverse team to evaluate the potential acquisition of a financial institution.

Vice President, Senior Credit Officer

Santander Bank Us
Dallas, TX
06.2013 - 02.2022
  • Lead and coordinated the lending process from origination through underwriting, approval and closing on most commercial real estate transactions (includes both construction and permanent as well as owner-occupied and investment financing)
  • Achieved and maintained a 100% approval rate for domestic and international credit committee-submitted transactions by understanding, negotiating and mitigating key risks with business owners and C-level executives
  • As Senior Underwriter and the group’s Commercial Real Estate Lead, oversaw the underwriting of more than $3B of commercial transactions
  • Created and maintained commercial real estate underwriting and closing policies, processes and procedures for the business unit
  • Responded to OCC and internal audit requests and resolved open issues
  • Regularly trained departmental staff across the life-cycle of commercial real estate loans for owner-occupied and investment properties
  • Acted as the liaison between Santander Bank’s Auto Finance Group and other affiliated departments including Santander Group’s Madrid-based commercial risk team, the North American based Commercial Real Estate Group, as well as internal and external legal counsel and third-party vendors
  • Facilitated due diligence and closing process in support of multiple loan portfolio acquisitions from an affiliate and syndications to/from other financial institutions

Team Lead - Acquisitions

Beal Bank
Plano, Texas
10.2008 - 03.2013
  • Lead, managed and reviewed the processes and workflow of an acquisition and due diligence team of up to 12 persons.
  • Oversaw the daily operations of a commercial and retail banking center with more than 60 employees through its acquisition and transition
  • Performed detailed due diligence and supported the acquisition of commercial and consumer loan portfolios, insolvent banking institutions and international loan portfolios with a focus on commercial real estate loan transactions with regular presentations to owner D. Andrew Beal.
  • Worked-out non-performing loan portfolios and associated financial derivative products to maximize profitability
  • Analyzed bank financial statements and assets (loan portfolios) in order to identify bank and loan acquisition opportunities
  • Worked with compliance, monitoring and IT to improve the bank’s OCC and CCAR audits.
  • Provided business assistance in the development of Beal Bank’s proprietary due diligence software tool

Senior Underwriter

Principal Financial Group Inc
Irving, Texas
09.2006 - 03.2008
  • Underwrote and closed over 80 transactions, comprising 45% of the total departmental loan pool
  • Performed preliminary analysis on new potential transactions to support the sales staff with an average cycle time of less than 36 hours from new loan submission to the issuance of a full commitment letter
  • Facilitated the creation of an entirely new lending platform focused on securitizing small balance commercial real estate loans by developing new processes, guidelines and controls
  • Increased business unit volume by demonstrating autonomous decision-making and interaction with a wide variety of peers, bankers, borrowers and external clients
  • Lead a team responding to credit rating agencies’ inquiries prior to securitization
  • Designed, implemented and tested a first-generation transactional management software program which streamlined the loan origination, closing and securitization process
  • Trained and coached credit and closing employees, and managed their daily workflows to ensure quality of credit submission, timely completion, and proper assessment of credit risk

Credit Manager

CitiCapital
Irving, Texas
04.2003 - 03.2008
  • Lead a staff of underwriters, closers and portfolio managers
  • Held responsibility for the performance of a $250+ million commercial marine loan portfolio; closed more than $150 million in new business to grow the total portfolio size by 40% while improving the portfolio risk rating and achieving top audit ratings
  • Managed credit process from origination risk analysis to closing as well as ongoing loan servicing requirements for construction and permanent loans
  • Presented results of lending platform renewal, new line-of-business products, portfolio risk analysis, market research and large relationship transactions to global-level credit committee
  • Developed strategic partnerships, new business and customer relationships through internal business development panels, cold calls, on-site visits and daily telephone interaction
  • Improved efficiency of internal operation by collaborating with IT project managers to create new customer service products resulting in improved customer retention and efficiency of staff workflow

Analyst

Merrill Lynch
Dallas, TX
09.2001 - 04.2003

Analyst

CitiCapital
Irving, Texas
07.2000 - 09.2001

Analyst

ORIX Real Estate Capital Markets
Dallas, Texas
02.1998 - 07.2000

Education

MBA - Finance

The University of Texas At Arlington
Arlington, Texas, TX
12-1997

Master of Arts - Economics

The University of Texas At Arlington
Arlington, Texas, TX
12-1997

Bachelor of Science - Economics

The University of Texas At Arlington
Arlington, Texas, TX
12-1993

Skills

  • Operations management and efficiencies
  • Process improvements
  • Entrepreneurial and innovative
  • Strategic planning and execution
  • Relationship and team building
  • Decision-making

Affiliations

  • Enjoys spending time traveling, particularly hiking and mountaineering.
  • Leads, trains and inspires other volunteers and volunteer leaders at local church.
  • Top 10% of contributors on Unsplash, a free photo-sharing site.
  • Currently relearning how to play the guitar.

Timeline

Project Manager

Beal Bank
10.2023 - 11.2023

Vice President, Senior Credit Officer

Santander Bank Us
06.2013 - 02.2022

Founder and Former Co-Owner

Lemond Nutrition
12.2008 - 01.2026

Team Lead - Acquisitions

Beal Bank
10.2008 - 03.2013

Senior Underwriter

Principal Financial Group Inc
09.2006 - 03.2008

Credit Manager

CitiCapital
04.2003 - 03.2008

Analyst

Merrill Lynch
09.2001 - 04.2003

Analyst

CitiCapital
07.2000 - 09.2001

Analyst

ORIX Real Estate Capital Markets
02.1998 - 07.2000

MBA - Finance

The University of Texas At Arlington

Master of Arts - Economics

The University of Texas At Arlington

Bachelor of Science - Economics

The University of Texas At Arlington

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Jeff Lemond