Jonathan Terrell, CFA
Chicago,IL
Summary
Accomplished Portfolio Manager with a proven track record at BMO Bank N.A., adept in loan structuring and financial analysis. Successfully manage over $2.0 billion in credit exposure including several syndicated relationships including private equity/sponsored clients.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Portfolio Manager
BMO Bank N.A.
06.2015 - Current
- Currently monitor the risk and return and serve as a customer contact for a Dealer Finance portfolio that consists of 15 relationships and $2.0 billion of credit exposure
- Manage 11 syndicated relationships (2 agented; 9 participated), 4 publicly traded companies and 3 private equity funded companies
- In depth experience with underwriting leveraged acquisitions consisting of evaluation, projection analysis and structuring
- Wrote the Strategy & Guideline Paper for the Recreational Vehicle Industry receiving approval of a hard limit for $450 million
- Managed the automation of the BMO Dealer Finance Group’s financial spreading system with the assistance of Crowe
- Presented, underwrote, and closed over $1.5 billion in exposure for 20 new relationships
- Recognized for success under the BMO Beam program for new employees
- Continually mentor analysts that are assigned to manage the underwriting and monitoring of companies within my portfolio
Portfolio Manager - Assistant Vice President
Fifth Third Bank
10.2006 - 06.2015
- Worked in Commercial Credit and Upper Middle Market
- Managed over 40 companies (public and private companies) and $800 million of credit exposure with two Middle Market teams
- 2014 to 2015 - Closed over $300 million in new exposure within the financial services, franchise, asset management, foreign exchange, credit collections, manufacturing and other various industries
Senior Credit Analyst
Comerica Bank
06.2004 - 09.2006
- Worked in U.S. Banking, Small Business, and Special Assets Group
- Graduated from Comerica’s Credit College and completed Comerica’s Accounting Training Class
- Completed three 9-month credit rotations in U.S. Banking - National Healthcare, Small Business, and Special Assets Group
Education
MBA - Financial Analysis And Banking
DePaul University
Chicago, IL03.2015
Bachelor of Arts - Finance
Michigan State University
East Lansing, MI08.2023
Bachelor of Science - Kinesiology
Michigan State University
East Lansing, MI05.2002
Skills
- Loan Structuring
- Financial and Cash Flow Analysis
- Leveraged Lending
- Enterprise Valuation
- Collateral Valuation
- Real Estate
- Projection Analysis and Sensitization
- Committee Presentation
- Syndications Management
- Legal Document Negotiation
- Interest Rate Swaps and Options
- Team Mentoring
Affiliations
- Junior Achievement of Chicago
Certification
CFA (Certified Financial Analyst) Charterholder
Timeline
Portfolio Manager
BMO Bank N.A.
06.2015 - Current
Portfolio Manager - Assistant Vice President
Fifth Third Bank
10.2006 - 06.2015
Senior Credit Analyst
Comerica Bank
06.2004 - 09.2006
MBA - Financial Analysis And Banking
DePaul University
Bachelor of Arts - Finance
Michigan State University
Bachelor of Science - Kinesiology
Michigan State University
CFA (Certified Financial Analyst) Charterholder
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