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 

• Up to $20MM Deal Size Experience; $5MM Average Deal Size
  • 50-60 assignments a year
  • Underwriting, annual reviews, mostly new money, and covenant testing
  • CRE; Multi family, investment properties, and lease home improvement
  • C&I; Capital call equipment financing, MMR lines, and Solar
• Education; B.A. Finance – University
• Compensation; $90k base salary target

Sr. Commercial Credit Analyst 

• 5+ Years of commercial credit experience
  • C&I and CRE
  • Up to $20MM deal size
  • Underwriting, looks at broker packages, and new money requests
  • SBA 504 & 7A Experience
• Education; B.A. Finance – University
• Compensation Target: $100K Base

Portfolio Manager 

• Underwrote $410MM across 78 deals
  • Works on CRE; Multi family, retail, and large complexes 
  • $500M-80MM Deal sizes
  • Manages a portfolio of 30 loans
  • Underwriting, appraisals, modifications, extensions, and some pre/post loan closing functions
• Education; MS Finance – Graduate School of Business
• Compensation Target: $110k base salary

Sr. Portfolio Manager 

• 5+ years of Commercial Banking XP
  • CRE and C&I
  • Underwriting, covenant testing, collateral leases, annual reviews, and works closely with loan officer for modifications
  • Up to $45MM deal sizes
• Manages 500 Loans (Mostly CRE)
  • Supports two loan officers
• Education; MS: Finance – College of Business and Finance
  • Law degree from University School of law; familiar with legal loan documentation
• Compensation; targeting $125k+ base salary

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