Regis University

Responsible for recruiting top performing banking teams
Managing the banking process for Commercial and Specialty Banking teams
Manage credit quality, drive growth, enable top talent to be successful

Fortis Bank

Chief Lending Officer

● Co-founded $1B wholesale banking group, grew team from 4 to 24, and oversaw teams for Capital Finance, ABL, Restaurant Franchise, Liquidity Management, Capital Equipment, Institutional Loan Program, Health Care and Food & Agribusiness lines. 
● Oversee leadership and strategic direction for specialty banking teams responsible for managing growing $1B funded portfolio with a focus on senior secured investments in 100+ middle-market businesses.
● Increased annual profitability from $0 to $20M+ in less than 6 years by identifying niche business lines, creating and presenting business case to executive team, identifying personnel needs, and executing plan within 3 months to achieve profitability.
● Executed overall vision for Capital Finance, Equipment Finance, Franchise Finance, and Health Care lines. 
● Ensured niche Capital Finance, Transport, RFF, Health Care, and ILP lines were profitable before projected date by hiring, training, and managing teams, establishing policy and sales calling objectives, and overseeing budget.
● Responsible for direct sourcing, underwriting and executing on middle-market leveraged buyouts, management buyouts, recapitalizations, and growth financings.
● Mentor 12 junior associates on underwriting, analysis, portfolio management, and origination strategy.
● Cultivate junior and senior bankers and improve performance levels by creating training and mentorship processes and supporting promotions to senior portfolio manager and regional manager positions.
● Motivate sales teams in sourcing, structuring, and closing of credits from $5M - $50M. 
● Develop annual marketing plan for all offices and implemented thorough monthly review of third-party referral services including private equity groups, hedge funds, regional investment banks, and restructuring advisors.

NBH Specialty Banking

Managing Director

● Oversaw day-to-day operations for growing leveraged lending business including sourcing, underwriting, presenting to credit committee, and closing deals.
● Added $1M+ in annual profitability by sourcing 20+ deals from origination to closing, managing accounts across portfolio, and spearheading new division startups.
● Co-founded Structured Finance division to provide structured cash flow financing for private equity and institutional investors looking to complete or refinance M&A transactions in Western US.
● Established national name for bank and $500M+ in loans by launching Structured Finance team.
● Created credit policy and developed and executed marketing strategy for leveraged lending team startup.
● Developed processes and procedure for highly complex structures to ensure regulatory compliance reporting, and reviewed credits with regulators to ensure bank compliance.
● Ensured team cohesion and proper risk mitigation by motivating 4 junior team members from analysts to portfolio managers to exceed annual forecasts.
● Created marketing literature for business line while expanding the bank brand.

CoBiz Financial Inc.

Vice President Structured Finance

● Drove new business and grew portfolio to $100M during great recession by fostering strong sales culture, developing outreach and marketing plans, and establishing expertise in municipal finance and leverage lending.
● Expanded brand and outreach for BOKF in Denver market by heading daily calling efforts focused on commercial, leveraged, and municipal banking.
● Oversaw team of 3 junior analysts and PMs in marketing strategy and execution by increasing community involvement and direct calling efforts, implemented trainings, and developed customer service and sales best practices, resulting in $300M institutional profit increase.
● Collaborated with peers to guide commercial team to success, create tools and calling plans to develop new business, monitor financial performance, and support big picture objectives. 
● Spearheaded cross-functional sales efforts with trust and institutional teams to increase overall penetration.

Colorado State Bank and Trust

Vice President

● Oversaw complex transactions ranging from $5M - $100M, obtained credit analysis training, and established documentation process across teams as underwriter and analyst to commercial and corporate training teams.
● Originated more than $125M in senior secured transactions to privately held businesses.
● Prospected and completed sales cycle through outside calling efforts to Denver-based businesses. 
● Closed 10+ transactions in 2 years by supporting sponsor calling efforts in corporate banking.
● Developed new portfolio of $30M in first year after promotion to vice president by developing and executing marketing plans in niche vertical markets to expand brand and market penetration.
● Built and managed $75M+ portfolio of middle-market with $0 loss by creating reliable brand reputation among local businesses and fostering long term relationships through communication and transparent methodology.

Vectra Bank Colorado

Vice President - Commercial Banking

● Developed and implemented policies and procedures for finance and billing operations in a startup environment.
● Supported operations and financials for sale and configuration of SAP, Oracle, and additional ERP/CRM systems. 
● Provided valued dashboard, finance, and operational data for senior management by configuring internal SAP.

Josh Peters