BOA Middle Market Underwriting & Compliance

BOA Middle Market Underwriting & Compliance

Description: I had a chance to learn about bank financing standards that I want to pass along to you. Although at a different scale the core principles are the same.

Client: Bank of America

Services: Financial Analysis, Portfolio Management

Commission Structure: Flat fee


Instrumental in cash flow underwriting activities involving the analysis of financial statements of mid-sized companies, evaluating legal documents, and preparation of complex financial models for credit requests ranging from $5 million to $1 billion.

Coordinated with internal partners and legal counsel in fast-paced commercial banking environment to facilitate transaction closing in under 2 weeks.

Implemented loan structuring and strategy for complex syndications to assess and mitigate financial risks and create value.

Led peers to market goalsthrough ongoingtechnical support, financial training, andloan performance analysis.