Citibank N.ASenior Banker
Jul. 2007 - Apr. 2013Manhasset, New YorkManaged depository and lending deals of the Financial Center. Key positional functions: account opening, credit origination, due diligence, branch operation, and training. Strategically advised on special account titles such as, estate, trust, UTMA, UGMA, IOLA, IOLTA, C & S-Corp, and Partnership. Led 30 lateral bankers through a pilot training program to optimize client experience. Delivered value-based strategies ranging from wealth preservation and credit structuring through 2008 credit crisis. High level of credit production through the credit crisis. Credit Analysis: analyzed business financials, measure possible risk (leverage, credit and market), prepared loan documents, and write-ups. Excellent consistent production results vs. goals. Maintained strong relationships with external and Citi channels for a seamless client experience.
Worked in various roles, including as a teller for multiple branches in Nassau North.