Sheila Shaffer

Experience

• 

  Wells Fargo Securities

  Jun 2008 - Jul 2008

  Summer Analyst, High Grade Loan Syndications

  • Gained an in depth understanding of the loan syndication process• Analyzed credit agreements and financial filings for pertinent information

• 

  Wells Fargo

  Jun 2009 - now

  • Supported senior portfolio managers on 10+ relationships, served as the primary portfolio manager on 4 clients, and led the screening process for several new clients• Aided senior relationship manager in identifying cross sell opportunities and collaborated with product partners across including loan syndications, debt capital markets, derivatives, and treasury management services• Performed underwriting and modeling on several complex M&A transactions• Mentored several analysts and interns to develop and retain talent Show less • Provided support to multiple senior relationship managers via financial analysis on distressed companies to aid in credit facility restructuring decisions including liquidity and debt coverage covenant modeling• Prepared problem loan reports for executive management to aid in determining potential loan losses• Reviewed field exams, real estate and inventory appraisals and company prepared financials as part of the due diligence process to identify potential lending risks• Communicated with controllers and CFOs of clients weekly to ensure compliance with credit facility provisions Show less

  • Managing Director | Credit Officer | Energy Corporate & Investment Banking

    Jul 2019 - now

  • Director, Energy Corporate Banking

    Apr 2018 - Jul 2019

  • Vice President, Energy Corporate Banking

    Feb 2015 - Apr 2018

  • Associate/AVP, Energy Corporate Banking

    Mar 2011 - Feb 2015

  • Analyst, Credit Resolution Group

    Oct 2009 - Mar 2011

  • Analyst, Healthcare Investment Banking

    Jun 2009 - Oct 2009