Marshall Jennings
Meridian
Summary
Dynamic finance professional with extensive experience at Northwest Bank, specializing in commercial real estate lending. Proven track record of exceeding goals through effective credit analysis and relationship management. Skilled in Baker Hill software and known for exceptional communication and attention to detail, driving portfolio growth and client satisfaction.
Overview
17
17
years of professional experience
Work History
Assistant Relationship Manager
Northwest Bank
08.2023 - Current
- In this role I work with the CRE RM who had the largest portfolio in the bank
- I have worked with RM on the entire lending cycle which includes meeting with existing and potential clients, underwriting and doing spreads for CRE projects
- During 2024 our team exceeded our goals by x
Commercial Credit Analyst III
Washington Trust Bank
07.2021 - 08.2023
- Assists Relationship Managers in the credit analysis and evaluation process of existing and potential commercial clients
- Responsibilities include underwriting all types of credit accounts, from moderate to complex credits
- Including underwriting Ag deals, C&I credits, as well as CRE clients
- In the role I have proactively investigated opportunities for expanding market share for WTB, attempting, and often succeeding to bring over business to the bank, as well as going on calls to assist the RMs to get better understanding of the needs of current or prospective clients
Assistant Relationship Manager
First Interstate Bank
02.2020 - 07.2021
- In this position I partnered with a team of Relationship Managers to successfully manage and expand select Commercial Banking credit account relationships
- I helped grow revenue by underwriting all types of credit accounts with a wide variety of aggregate exposure, managing an assigned credit portfolio, closing new business relationships, while expanding existing relationships
- In this role I managed credit risk and responded to prospects or customer credit questions and made independent calls on my assigned portfolio and relationships
- I identified customer needs, completed spreads, pulled credit, submitted appraisals, and did whatever was necessary to maintain and grow the portfolio
Commercial Credit Analyst
U.S. Bank
03.2018 - 02.2020
- In this position I partnered with Relationship Managers to successfully manage Commercial Banking credit account relationships
- My responsibilities included spreading and underwriting all types of credit account exposure outlined in the writing of U.S
- Bank’s commercial loan narratives
Relationship Banker
Wells Fargo
09.2015 - 02.2018
- In the position I went above and beyond to create relationships with customers by helping them optimize and manage their accounts in the hopes of helping them succeed financially
Airborne Infantryman
U.S. Army
08.2008 - 02.2012
- Served as a paratrooper in the 82nd Airborne Division, 1st Battalion, 504th Parachute Infantry Regiment
- Went through rigorous physical and mental training, deployed during Operation Iraqi Freedom, conducting countless missions as well as various airborne operations at Fort Bragg, North Carolina
- Honorably Discharged
Education
Master of Science - Applied Economics
Southern New Hampshire University
05.2016
Bachelor of Arts - History
American Military University
05.2014
Skills
- Experience with software such as Baker Hill
- Experience with software such as Moody’s
- Experience with various statistical systems
- Knowledge of bank lending procedures
- Specialized experience with CRE lending
- Great communication skills
- Knowledge of credit bureau attributes
- Knowledge of commercial lending
- Comprehension of business cash flow
- Understanding of differing legal business structures
- Ability to work in a fast-paced environment
- Ability to meet deadlines
- Teamwork skills
- Ability to work individually
- Highly driven
- Attention to detail
- Efficient in loan systems Xperience
- Efficient in loan systems AFS
Timeline
Assistant Relationship Manager
Northwest Bank
08.2023 - Current
Commercial Credit Analyst III
Washington Trust Bank
07.2021 - 08.2023
Assistant Relationship Manager
First Interstate Bank
02.2020 - 07.2021
Commercial Credit Analyst
U.S. Bank
03.2018 - 02.2020
Relationship Banker
Wells Fargo
09.2015 - 02.2018
Airborne Infantryman
U.S. Army
08.2008 - 02.2012
Master of Science - Applied Economics
Southern New Hampshire University
Bachelor of Arts - History
American Military University
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