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Jordan Smith

Jordan Smith

Teller (Summer Intern)

Followers of Jordan Smith882 followers
location of Jordan SmithGreen Bay, Wisconsin, United States

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  • Timeline

  • About me

    VP Commercial Lending at Fox Communities Credit Union

  • Education

    • University of Wisconsin-La Crosse

      -
      Bachelor of Science Finance/Economics

      Activities and Societies: Chartered Financial Analyst (CFA) Scholarship, Financial Management Association, Economics Club, Intramural Sports. Deans List

  • Experience

    • BMO Harris Bank

      May 2008 - Aug 2008
      Teller (Summer Intern)

    • UMB Financial Corp

      Aug 2010 - Oct 2012
      Broker Dealer Specialist

      - Transacted mutual fund and hedge fund transactions with 99% accuracy. - Answered 20-60 calls per day from both retail and professional clients inquiring on mutual fund and hedge fund investment product objectives and performance.

    • UMB Bank

      Oct 2012 - Jul 2015

      • Underwrote numerous types of C&I & OOCRE transactions including syndicated credit facilities, mergers and acquisitions, public bond financing, letters of credit, term debt, and revolving credit lines. • Assisted the Regional Credit Officer through the loan approval process by preparing detailed financial reports and forming my own opinion on the creditworthiness of both new and existing clients.

      • Senior Commercial Credit Analyst

        Oct 2013 - Jul 2015

      • Commercial Credit Analyst

        Oct 2012 - Sept 2013

    • Bank of the West

      Jul 2015 - Feb 2020

      - Responsible for new business development and management of $250M loan portfolio across 18 state region, targeting investmentfunds, private developers, and publicly traded REITs. - Deal sizes range from $10M-$100M+ ($25MM average). - Supports unit's growth and profitability through underwriting new deals and proactively monitoring credit portfolio. - Together with Relationship Manager, takes primary responsibility for managing credit needs of an assigned portfolio of corporate and commercial banking relationships, providing consultative underwriting advice. - Assigned $1M Credit Approval Authority. - Underwrote an average of 14 transactions per month, with loan sizes up to $35M. - Sample of C&I Industries: Manufacturing, Supply Chain, Logistics, General Contractors, Retail, Beverage, Resort/Leisure. - Sample of Credit Products: Working Capital Revolvers, Asset Based Lending (AR & Inv), Equipment Loans, OOCRE, Swaps. - Utilized data driven models to determine relationship ROE.

      • VP - Relationship Manager - Real Estate Vertical

        Oct 2018 - Feb 2020

      • VP - Credit Products Officer - Real Estate Vertical

        Apr 2018 - Oct 2018

      • VP - Sr SME Underwriter

        Jul 2016 - Mar 2018

      • AVP - SME Underwriter

        Jul 2015 - Jul 2016

    • Independent Financial

      Feb 2020 - Aug 2021
      VP - Commercial Real Estate Lender II

      - Focus on new business development with local development firms to grow $180MM loan portfolio.

    • Fox Communities Credit Union

      Oct 2021 - now
      VP Commercial Lending

  • Licenses & Certifications

    • Credit Risk Certification

      The Risk Management Association
      Sept 2016

  • Honors & Awards

    • Awarded to Jordan Smith
      Bear Award Bank of the West Jun 2017 Awarded to top SME Underwriter
    • Awarded to Jordan Smith
      Sales Support Award - Colorado, Arizona, Texas Region UMB Bank Jan 2015 Awarded to the individual or team, in a sales support role, whose work had the greatest positive impact on sales results in 2014. This individual or team consistently demonstrates passion and commitment to work which significantly contributes to the UMB sales organization. The individual or team is submitted by each Regional President and selected by UMB Executive Management Team.
    • Awarded to Jordan Smith
      E3C Award UMB Bank Sep 2013 This award recognized individuals who have shown a desire to excel in their career. It provided the opportunity to improve performance, teamwork and leadership by networking with the executive team and other colleagues in locations across the country.
    • Awarded to Jordan Smith
      Q4 Client Service Award Southeastern Asset Management Jan 2012 Awarded for outstanding client service.
    • Awarded to Jordan Smith
      Q3 Client Service Award Payden Funds Oct 2011 Awarded for outstanding client service
    • Awarded to Jordan Smith
      April Client Service Award Wasatch Funds Apr 2011 Awarded for outstanding client service.
    • Awarded to Jordan Smith
      Big Dog Award Menards 2009 Awarded for outstanding customer service.

  • Volunteer Experience

    • Volunteer

      Issued by Junior Achievement on Apr 2013
      Junior AchievementAssociated with Jordan Smith

    • Co Chair

      Issued by Millenial Employee Resource Group - Bank of the West on May 2016
      Millenial Employee Resource Group - Bank of the WestAssociated with Jordan Smith