Shan Vengadasubramaniyam

• Originated and structured commercial loans exceeding $25 million, effectively facilitating client financing needs.

• Developed a robust lender network, ensuring access to competitive financing options for clients.

• Successfully restructured distressed loans, safeguarding client equity, and preventing defaults.

• Completed over 30 broker opinions of value (BOVs) within the first 90 days.
• Secured two multifamily listings in the first quarter.
• Closed two transactions totaling over $10 million in the second quarter through targeted prospecting and market analysis.

• Managed a diverse client portfolio exceeding $20M, focusing on comprehensive financial solutions.

• Successfully originated and closed over $10M in business lending and credit products within the first quarter.

• Expanded the deposit base to over $20M and built an SBA/commercial loan portfolio exceeding $21M within a year.

• Engaged with local chambers to strengthen business ties and promote community engagement.

• Created and optimized Salesforce reporting systems to improve sales team performance and tracking.

• Increased deposit base by $45M, while referring over $25M in CRE and SBA loans to support small business growth.

• Organized and led quarterly financial literacy workshops and networking events to engage local businesses, and strengthen community ties.

• Grew the branch deposit base by 166%, reaching $32M, while actively referring $3-7M in commercial real estate loans annually.
• Managed customer lifecycle, and ensured compliance with regulatory standards, enhancing member satisfaction and trust.