Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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NILO NEMATI

Walnut Creek,CA

Summary

Results-driven sales professional with over 20 years of experience in relationship management, specializing in delivering innovative financial solutions to businesses with revenues up to $20 million. Recognized for consistently achieving top 5% status among the bank's producers by driving sales success and exceeding performance targets. Adept at navigating fast-paced, evolving environments with a focus on exceptional customer service, efficiency, and integrity. A self-motivated leader with a detail-oriented approach, skilled in identifying and resolving complex financial issues, and excelling in collaboration and influencing outcomes.

Overview

21
21
years of professional experience

Work History

Sr Healthcare Relationship Manager- Vice President

PNC Bank, NA
San Francisco, CA
08.2021 - 03.2024
  • Managed a portfolio of healthcare clients, achieving 130% of set sales goals over the past ten years and driving revenue growth through a 20% year-over-year increase in new client acquisitions.
  • Specialized in providing financial solutions to private medical practices seeking funding for practice acquisitions or expansions, demonstrating expertise in banking within the healthcare sector.
  • Managed risk and return for new and existing clients, actively identifying and mitigating various types of risk, including regulatory, reputational, operational, and credit risks.
  • Developed a robust network of internal and external relationships, including community and industry connections, resulting in a 25% increase in new clients through targeted outreach at medical association events and leveraging COI contacts within the healthcare segment.

Business Relationship Manager/ Vice President

BBVA Compass
Bay Area, CA
03.2013 - 08.2021
  • Analyzed applicants' financial status and cash flow to assess loan structuring, while demonstrating success in driving new business, managing deposits, and loan referral targets, ultimately ranking in the top 3% of the bank's relationship managers.
  • Consistently maintained a high level of production, achieving 145% of quarterly sales goals and driving significant revenue growth by leveraging an existing book of business, generating new opportunities.
  • Successfully structured and managed commercial loans up to $4 million while overseeing a portfolio of business clients, enhancing relationships through commercial lending and cash management services.
  • Partnered with centers of influence, branch managers, and team members to deliver the bank's financial solutions, demonstrating the ability to manage multiple tasks, make decisions in a fast-paced environment, and work autonomously.

Business Banker/ Vice President

Chase Bank
Pleasanton, CA
05.2010 - 03.2013
  • Business Development: Focused on acquiring new clients and growing the business, resulting in multiple awards for top producer status in deposits and cross-bank referrals.
  • Successfully acquired and deepened relationships with prospects, both within and outside assigned branches, to bring in new clients and develop centers of influence.
  • Acted as a subject matter expert for the business banking team, providing guidance and support to internal employees. Assisted with business growth by understanding cross-selling of deposits, credit, and personal products.
  • Handled and oversaw all business credit application requests, up to $250,000, within the branch.

Business Wholesaler / Assistant Vice President

Chase Bank
Bay Area, CA
09.2008 - 05.2010
  • Business Strategy Development: Contributed to business strategy by refining strategic plans in collaboration with various growth areas within banking, delivering live and virtual workshops, and coaching and mentoring branch managers and business bankers.
  • Collaboration: Worked with 5 District Managers to analyze business performance across branches, driving immediate impact to increase revenue.
  • Performance Improvement: Focused on low-performing branches, coaching teams in the business sales process, resulting in a 30% improvement in business banking sales within one year.
  • Training and Coaching: Trained and coached business specialists across 32 branches in the Bay Area to drive growth in business banking and lending services, while facilitating cross-functional collaboration and encouraging adherence to established procedures and policies.

Equipment Finance Manager /Assistant Vice President

Wells Fargo Bank
San Leandro, CA
03.2007 - 09.2008
  • Responsible for an assigned portfolio of fifty States of non-complex loans in an assigned territory.
  • Managed client pricing of the product within the target rate of return and compliance with company policy and regulatory requirements.
  • Analyzed risks prior to lending.
  • Good understanding and implementation of the business loan documentation.

Business Specialist

Wells Fargo Bank
Pleasant Hill, CA
08.2003 - 03.2007
  • Developed and maintained relationships with partners to maximize sales opportunities.
  • Effectively expanded prospects by focusing on internal and external referral sources and building new contact networks.
  • Developed and grew a book of business by selling a full range of Bank products with an emphasis on loans.
  • Responsibilities included servicing relationships, managing customer portfolios that include consumer loans, and new accounts.

Education

Associate of Science -

Sierra College
01.2003

Associate of Science - Dental Hygiene

American River College
01.2001

Skills

  • Leadership: Proven ability to lead teams and drive performance
  • Training & Development: Skilled in mentoring and developing team members
  • Sales and Marketing: Strong background in driving sales growth and market expansion
  • Business Development: Successful track record in identifying and pursuing new business opportunities
  • Portfolio Management: Proficient in managing diverse client portfolios to optimize performance
  • Deal Structuring: Experienced in structuring complex financial transactions

Affiliations

  • 2024 -2025 Volunteering as Trustee Member for Washington Hospital Healthcare Foundation- Fremont CA

Timeline

Sr Healthcare Relationship Manager- Vice President

PNC Bank, NA
08.2021 - 03.2024

Business Relationship Manager/ Vice President

BBVA Compass
03.2013 - 08.2021

Business Banker/ Vice President

Chase Bank
05.2010 - 03.2013

Business Wholesaler / Assistant Vice President

Chase Bank
09.2008 - 05.2010

Equipment Finance Manager /Assistant Vice President

Wells Fargo Bank
03.2007 - 09.2008

Business Specialist

Wells Fargo Bank
08.2003 - 03.2007

Associate of Science -

Sierra College

Associate of Science - Dental Hygiene

American River College

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