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
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