Brian Walsh

Portfolio Manager

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Encinitas, California, United States

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Timeline
About me
Vice President | Senior Relationship Manager at U.S. Bank
Education
- California State University San Marcos
  -
  Bachelors of Science Business Administration, emphasis: Finance
Experience
- First Horizon Bank
  Jan 2004 - Jan 2005
  Portfolio Manager
  First Horizon Construction LendingContributed towards the credit underwriting and portfolio monitoring of $50 million in construction loan requests for new home developments and condominium conversion construction projects.
- Wells Fargo
  Jan 2005 - Jan 2020
  Wells Fargo Business Banking GroupUnderwriter of new C&I and D&I commercial real estate loans, operating lines of credit and equipment loans for companies whose annual sales range from $2 million - $25 million. Collaborated with Senior Regional Credit Officer on structuring and underwriting new credit requests for customers with aggregate credit commitments between $1 million - $10 million. Portfolio management responsibilities included completing annual reviews for aggregate credit relationships > $1 million, monitoring compliance with loan covenant requirements and loan maturities, regularly evaluating and assigning borrower risk ratings. Contributions resulted in growth of $400 million commercial loan portfolio. Show less Placer Sierra Bank (Retained by Wells Fargo Bank after acquisition in 2007)Underwriter of new C&I and D&I commercial real estate loans and operating lines of credit. Reviewed and processed commercial construction loan disbursements. Collaborated with Chief Credit Officer on work-out of commercial construction loan portfolio including negotiating with borrowers and underwriting requests for increased loan commitments, maturity date extensions, modified repayment schedules, partial collateral releases, etc. Efforts resulted in reduction of construction loan portfolio balance from $60 million to $10 million before acquisition by Wells Fargo Bank. Show less
  - Vice President / Principal Business Banking Relationship Manager
    Jan 2010 - Jan 2020
  - Assistant Vice President / Credit Analyst III
    Jan 2007 - Jan 2010
  - Assistant Vice President / Credit Underwriter
    Jan 2006 - Jan 2007
  - Credit Underwriter
    Jan 2005 - Jan 2006
- U.S. Bank
  Jan 2021 - now
  VP / Sr. Business Banking Relationship Manager
Licenses & Certifications
- Omega Performance Credit Skills Training Courses
  Omega Performance
  Jan 2016
- Credit Risk Certificate (RMA CRC)
  Risk Management Association (RMA)
  Jan 2015
- Commercial Real Estate Training Courses
  Risk Management Association
  Jan 2005
- Moody's Expertise Commercial Credit Program
  Moody's Analytics
  Jan 2008
Volunteer Experience
- Member Board of Directors
  Issued by The Elizabeth Hospice on Jan 2018
  Associated with Brian Walsh