Joel Steiner
Worthington ,O
Summary
Analytical commercial real estate banker with expertise in in building internal and external relationships. When managing a portfolio I am constantly evaluating risk and developing strategies for clients and projects loans. Team-oriented with successful relationships across commercial real estate teams within the organization.
Overview
20
20
years of professional experience
Work History
Commercial Real Estate Relationship Manager
U.S. Bank National Association
07.2014 - Current
- Communicated regularly with clients to understand capital, deposit and treasury management needs.
- Built and maintained relationships with new and existing clients providing them with timely financing proposals so they could execute on their investment objectives.
- Actively managed a portfolio of relationships to ensure loan performance was meeting the standards of the bank.
- Collaborated with upper management and relationship manager's on special projects.
Assistant Relationship Manager
U.S. Bank National Association
11.2006 - 06.2014
- Assisted in preparation of presentations, underwriting and other documents for credit decision meetings.
- Reviewed and analyzed loans for commercial real estate projects throughout the life of the loan.
- Monitored market trends and news to identify emerging opportunities.
Credit Approval Officer
J.P. Morgan Chase
06.2003 - 11.2006
- Underwrote and approved credit structures for mid-sized C & I companies.
- Recommended appropriate risk rating and post closing due diligence for approved loans.
Education
No Degree -
Pacific Coast Banking School
Seattle, WA09.2022
Master of Business Administration - Finance
The Ohio State University
Columbus, OH06.2008
Bachelor of Arts - Finance
Mount Union University
Alliance05.2002
Skills
- Business Development
- Risk Management
- Critical Thinking
- Loan Recommendations
- Client Relationships
- Strategic Planning
Timeline
Commercial Real Estate Relationship Manager
U.S. Bank National Association
07.2014 - Current
Assistant Relationship Manager
U.S. Bank National Association
11.2006 - 06.2014
Credit Approval Officer
J.P. Morgan Chase
06.2003 - 11.2006
No Degree -
Pacific Coast Banking School
Master of Business Administration - Finance
The Ohio State University
Bachelor of Arts - Finance
Mount Union University
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