Banking Talent Report

Talent Strategy is a professional recruiting firm that specializes in the commercial banking industry. I am well connected with top banking candidates in your area and would like to be a resource for you. If you are interested in any of these candidates or are in need of a different type of baking professional, please reach out to me with your phone number and a good time to talk.

Commercial Credit Analyst

• 3 years of commercial credit experience
  • Underwriting, covenant testing, risk analysis, nCino, and financial analysis 
  • CRE Experience; Deal sizes between $100M-2.5MM
  • Manages a portfolio of 120 credits
  • Formally Credit trained
• Education; B.A. Accounting – University
• Compensation; $70-75k target
  • Currently around $60k

Sr. Workout Officer 

• Led the Special Assets division at Bank
  • Manages $10MM portfolio at Bank; Managed around $80MM at Bank
  • CRE and C&I experience
• 15+ years of commercial credit; 10 years of special assets experience
  • Avg deal size $3MM; up to $25MM
  • Financial/legal risk evaluation, underwriting, annual reviews, etc
  • Formed the litigation strategy for Bank
• Education; B.S. – University
• Compensation; currently at $145k and 9.5% bonus
  • Targeting $160K+

Cash Management Officer 

• Certified Treasury Professional
  • Sold cash management in multiple states
  • 15+ years in treasury/cash management sales
  • Experience in cross selling cash management products to small business to Middle Market size businesses
• Education; M.B.A. Finance – University
• Compensation: currently at $135k Base + 25% bonus

• Experienced with CRE, C&I, Construction, and SBA deals
• Experienced with deals up to $35Million, sweet spot around $1-5Million
  • They also previously had signing authority up to $1Million
• Recent C&I experience was working with clients in the $2-$10Million annual revenue range
• Formally credit trained through RMA
• Experienced with credit analysis, underwriting, putting together packages, presenting deals, loan structuring, loan origination, annual reviews, covenant testing, financial reporting, etc.
• Education: Bachelor’s Degree from University
• Target Compensation: would be comfortable at $100k, but could negotiate some too

Portfolio Manager 

• Experience in Underwriting, credit analysis, syndications, risk, structured finance, relationship management, lending, and cash flow analysis
  • Mainly C&I underwriting background
  • Understands lending from recent experience
• Up to $50MM Underwriting Experience
  • Managed $100MM Portfolios
  • Averaged $20MM in loan production over last 3 years; $3-5MM average deal size
• Education; M.S.F. Finance –University
• Compensation; $120k Target

CRE Loan Officer

• • Deal types; CRE, C&I, SBA
  • Deal sizes; $250K-7MM
  • Annual goal is $11MM, meets or exceeds annually
  • Education; Bachelor’s Degree
  • Compensation; $125-130k base desired

C&I Loan Officer

• 15+ years of commercial banking experience
  • C&I and CRE experience
  • Deal size experience up to $70MM
  • Company revenues around $60MM  
  • President of the Risk Management Association
  • Formally credit trained
• Averaging $25MM-$40MM in loan production
  • $120MM Portfolio  
  • $6MM average deal sizes recently at Bank
• Education; M.S. Organizational & Strategic Leadership – University
• Compensation; Currently at $165k starting base and targeting around $175k

Thank you,
Matt Chapman
617.221.8857
matt.chapman@t-strategy.com