Williams R.

Experience

• 

  Banorte

  Jul 2012 - Jul 2014

  Junior Manager, Corporate Banking

  • Managed a portfolio of 10+ corporate clients, overseeing contract performance, financial covenants, and project operations.• Conducted financial analysis for annual loan reviews, providing strategic insights to management.• Administered credit loan and compliance documentation, ensuring regulatory standards.• Prepared monthly reports summarizing financial information for management.

• 

  Grupo Financiero Banorte

  Oct 2017 - Sept 2021

  • Managed a USD $500 million client portfolio, leading a team of 4 and focusing on corporate clients, infrastructure, and energy projects.• Developed and executed financing schemes for major projects, enhancing client-bank relationships with over 15 key clients.• Led project development, transaction execution, and diverse financing instruments (debt, mezzanine, derivatives, etc.).• Fostered internal collaboration across departments, ensuring efficient lending and credit analysis processes.• Delivered presentations and negotiated contracts, specializing in corporate and structured financing, financial modeling, and project reporting Show less • Managed a USD $300 million portfolio, leading a team of 3 analysts and focusing on corporate clients and energy projects.• Strengthened client-bank relationships with over 10 key clients, aligning their financial needs with the bank's strategy.• Conducted credit loan analysis and reviewed project finance documents, financial models, and risk allocations.• Performed comprehensive financial and business analysis, ensuring rigorous performance control and alignment with budgeted results. Show less

  • Deputy Director, Corporate Banking

    Sept 2020 - Sept 2021

  • Senior Manager, Corporate Banking

    Oct 2017 - Sept 2020
• 

  Grupo Financiero Banorte

  Jul 2022 - now

  Deputy Director, Corporate Banking

  • Managed a USD $500 million client portfolio, leading a team of 4 and focusing on corporate clients, infrastructure, and energy projects.• Developed and executed financing schemes for major projects, enhancing client-bank relationships with over 15 key clients.• Led project development, transaction execution, and diverse financing instruments (debt, mezzanine, derivatives, etc.).• Fostered internal collaboration across departments, ensuring efficient lending and credit analysis processes.• Delivered presentations and negotiated contracts, specializing in corporate and structured financing, financial modeling, and project reporting Show less