Global Commercial Banking- South Florida Middle Market Team

- Maintain and grow client relationships consisting of Florida based Corporate and Middle Market size companies generating revenues ranging from $50 million to $2 billion operating in a variety of industries - Maintain close liaison with key decision makers (e.g. CEO, CFO, Treasurer, Controller, etc.) in order to provide input on the strategic direction of client's business - Undertake the appropriate analysis and preparation of proposals and pitches to prospective customers including preparation of term sheets, security, covenants, and pricing of commercial credit and trade facilities - Coordinate client meetings and work closely with applicable product partners in Asset Based Lending, Global Trade & Receivables Finance, Global Liquidity Cash Management, Global Markets (e.g. FX, Metals, Commodities, etc.), International Subsidiary Banking, and Leverage Asset Finance to prepare proposals and drive commercial banking opportunities - Generate referrals for other HSBC segments to drive cross border commercial banking opportunities, private banking, business banking, insurance, commercial real estate, and wealth management - Maintain close liaison with intra country, intra region and cross regional colleagues/stakeholders to keep aware of external factors influencing domestic and international business (e.g. economies, cultural, geographical, procedural, regulatory, etc.)

- Coordinated with key decision makers and intermediaries to develop bilateral and indirect lending opportunities with Middle Market and Corporate size clients generating revenues in excess of $200 million operating in a multitude of industries - Responsible for management of $200 million Trade Finance Credit Portfolio, which included the origination and monitoring of Supply-Chain (Trade Payables) and Receivables Finance (Factoring) transactions - Managed the bank’s Corporate Syndicated Loan Program, which consisted of approximately $500 million in funded loan exposure across 40 relationships - Duties encompassed both origination and portfolio management of loan participations to Middle Market and Corporate sized US based corporations - Origination involved deal sourcing via primary and secondary markets, evaluation, presentation for approval, coordinating closings as well as structuring of credit proposals and term sheets to existing and prospective clients - Portfolio management included executing amendments and waivers, monitoring credit quality, periodic reporting, and updating program guidelines to adapt to changes in evolving market conditions - Tracked and monitored portfolio risk concentrations, asset quality, industry exposure, and capital adequacy metrics - Prepared credit risk management presentations for the Board and Credit Risk Committee, along with other portfolio limits reports required by the business units and regulators - Prepared presentations to board of directors and investment committee

- Financial analyst at Banyan Mezzanine Partners, a private equity firm with over $250MM of committed capital under management - Participated in the underwriting, negotiation, and structuring of subordinated debt and preferred equity transactions ranging from $5 to $50MM to finance buyout, recapitalization, and expansion capital transactions - Intimately involved in quantitative and fundamental analysis, research, financial modeling, valuation, underwriting, structuring and legal documentation - Evaluated credit worthiness of target companies through fundamental, quantitative, and valuation analysis - Developed proprietary credit pricing models to determine optimal structure and pricing of credit facilities - Assisted in monitoring credit facilities across 40 portfolio companies in various industries with sales between $50 and $500MM; monitoring included amendments, waivers, semi-annual reviews and valuations for SBA - Managed portfolio risk concentrations by customer, industry, geography and/or asset characteristics