Rodney Winters
Newport,KY
Summary
Experienced Corporate and Commercial Banking Portfolio Manager. Well-rounded credit background includes experience in underwriting Large Corporate syndications and Middle Market C&I relationships.
Overview
17
17
years of professional experience
Work History
Corporate Banking Portfolio Manager
US Bank
10.2017 - Current
- Actively manage a complex credit portfolio of 20 Corporate Banking clients with total loan commitments of approximately $1.6Bn in varied industries. Client breakdown includes publicly traded and large private companies with total revenue over $1Bn in mostly syndicated transactions.
- Perform full range of Portfolio Management duties which includes completing Annual Reviews, underwriting new loan requests and renewals, loan structuring, quarterly trend analysis, covenant compliance reviews, problem credits, and risk rating confirmations.
- Active in both in-person client calls as well as virtual calls.
- Lead ongoing training efforts of new credit analysts. Training includes credit policy, spreading financial statements, introduction to underwriting, quarterly trend analysis, risk rating, and other training topics that analysts and PM's are involved in their daily job requirements.
Commercial Banking Portfolio Manager and Team Leader
US Bank
01.2011 - 10.2017
- From 2016-2017 managed a team of four Commercial Banking Portfolio Managers in a specialty commercial lending group that managed customers with total Bank commitments of $5 million or less and up to $50 million in revenue.
- During that time period was final approver on over 150 credit actions that included Annual Reviews, loan renewals, and new loan requests.
- Between 2011 and 2016 managed a middle market portfolio within the Cincinnati market area covering various industries.
Portfolio Monitoring Analyst
US Bank
01.2009 - 01.2011
- Worked within Corporate and Commercial Bank to provide accurate Moody's RiskAnalyst financial reports for various Portfolio Management teams to assist in their underwriting efforts.
Teller
US Bank
01.2008 - 01.2009
- Assisted branch customers with their personal banking needs that included loan applications, opening deposit accounts, and account maintenance
Education
Finance -
Marshall University
Huntington, WV05.2005
Skills
Credit Risk Management
Loan Structuring and Underwriting
Client Relationship Management
Proficient in Microsoft Word and Excel
Team Building Leadership
Timeline
Corporate Banking Portfolio Manager
US Bank
10.2017 - Current
Commercial Banking Portfolio Manager and Team Leader
US Bank
01.2011 - 10.2017
Portfolio Monitoring Analyst
US Bank
01.2009 - 01.2011
Teller
US Bank
01.2008 - 01.2009
Finance -
Marshall University
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