Group X Instructor
University of California San Francisco
Total years of experience :17 years, 0 Months
First Republic Bank is a publicly traded company holding $76.5 Billion in assets, providing private banking, private business banking
and private wealth management to individuals, families, businesses, nonprofits and foundations.
* Produce and distribute 80+ month end, 10-Q/10-K, board, and regulatory reporting during regular business cycles.
* Proactively identify opportunities for efficiencies improving reporting efficiencies by 90% to date.
* Build and utilize internal models for business planning, including budgeting and forecasting for business lines.
* Participate in the Bank's Capital Stress Test in the capacity of model building, data analytics, and reporting.
* Assist in data collection, extraction, scrubbing, validity and sanity checks, transformation, and validation for a variety of projects.
* Challenge and validate models, processes, and procedures created by other members of the Finance team or other departments
throughout the bank.
* Successfully funded and closed $297MM in residential and commercial loans in the past 5 years.
* Managed prospect pipeline with active loan closings of $5MM - $30MM at any given time.
* Successfully grew Preferred Banking Deposits by 77% over a 5 year period.
* Underwrite and analyze complex financial statements and other company information to determine financial trends, and able to
make recommendations based on analysis.
* Developed, proposed, and approved credit structures to minimize risk, while providing mitigating factors.
* Assisted Relationship Manager in the underwriting of credits through independent projects.
* Developed, maintain, and expand private client, professional, and business banking relationships.
* Supervised a team of mentees and processors and provide ongoing training.
* Knowledgeable of bank operations and products and demonstrate the ability to cross-sell.
Concentration: Finance GPA: 3.8 Certifications: Wall Street Training Financial Modeling, Bloomberg Honors: Beta Gamma Sigma International Honor Society
GPA: 3.5
GPA: 3.5
