Mark N. Moultrie Jr.

Experience

• 

  Northern Trust

  Aug 2011 - Jan 2014

  As an credit analyst, I underwrote credit facilities for commercial entities with revenues up to $50MM, personal loans up to $15MM, and commercial real estate loans up to $13.5MM. Additionally, I delivered completed credit memoranda that was submitted for the credit commitee approval process of which I was an active participant. I was hired into the GOLD Program (now: Rotational Development Program), where I completed four months of intensive commercial and personal credit training. Over the course of a 12 month period I completed rotations in: Lease Financing, Credit Analysis & Underwriting for various Wealth Management banking teams, and Commercial/Private Banking at Logan Square Office (now closed).

  • Credit Analyst

    Oct 2012 - Jan 2014

  • Northern Trust GOLD Rotational Program - Credit Track

    Aug 2011 - Oct 2012
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  Northern Trust Wealth Management

  Jan 2014 - Sept 2018

  Commercial/Private Banking Relationship Manager

  As Commercial/Private Banker, I managed and grew a portfolio that was primarily commercial focused. I provided banking and advisory services for lower middle market closely held companies (Revenues $10MM - $50MM). These companies were primarily focused in the manufacturing, construction and electrical, and industrial equipment spaces. For clients that viewed commercial real estate as an investment or looked to acquire to house their company’s operations, I provided real estate financing. Lastly, I served as the Private Banker for the high net worth individuals that owned these companies and the commercial real estate. Show less

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  BMO Wealth Management - U.S.

  Sept 2018 - now

  • Director, Private Equity Credit

    Sept 2021 - now

  • Private Banker

    Sept 2018 - Sept 2021