Benjamin Lewis

Benjamin Lewis

Followers of Benjamin Lewis445 followers
location of Benjamin LewisIdaho Falls, Idaho, United States

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  • Timeline

  • About me

    Senior Portfolio Manager | Real Estate Investment Expert

  • Education

    • Idaho State University

      2003 - 2005
      General Studies
    • Boise State University

      2008 - 2012
      Master of Business Administration (M.B.A.) Finance, General
    • Boise State University

      2005 - 2007
      Bachelor of Business Administration (B.B.A.) Finance and Accounting
  • Experience

    • Zions Bank

      Apr 2008 - Jun 2014

      • Responsible for managing and servicing Idaho’s core portfolio of commercial real estate term loans and construction loans exceeding $125 million in commitments. • Responsible for spreading and analyzing financial statements, risk grading, addressing industry risks, collateral requirements, loan structuring, credit analysis, preparation of loan presentations for new requests and renewals, and monitoring individual loan performance. • Assist Real Estate Portfolio Managers with their daily responsibilities managing and servicing Idaho’s portfolio of commercial real estate term loans and construction loans exceeding $200 million in commitments.• Draft loan presentations, collect loan monitoring information, and clear loan exceptions. Prepare and maintain loan files, documents, and notes, and verify completeness and accuracy of files. • Process debit and credit transactions, address customer needs by providing a wide variety of services, resolve customer issues, and quarterly compliance duties.o Star Employee Award, Customer Service Excellence Category, February 2009

      • Portfolio Relationship Manager - Commercial Real Estate Department

        Apr 2013 - Jun 2014
      • Loan Specialist - Commercial Real Estate Department

        Aug 2011 - Mar 2013
      • Teller

        Apr 2008 - Jul 2011
    • Ball Ventures

      Jul 2015 - Jan 2025

      Ball Ventures is a respected real estate investment, lending and development company. The experienced team is dedicated, focused and capable of processing complex transactions and maintains a capital structure that allows for quick response to acquisition opportunities. Through the development and management of retail centers, hotels, office buildings, and residential communities, the team displays expertise and professionalism.

      • Senior Portfolio Manager

        Mar 2024 - Jan 2025
      • Portfolio Manager

        Jul 2015 - Mar 2024
  • Licenses & Certifications

    • REFM Certification in Excel for Real Estate - Levels 1, 2, and 3, With Distinction

      Real Estate Financial Modeling
      Jan 2019
    • ARGUS Software Certification (ASC) - Enterprise

      ARGUS Software Solutions
      Apr 2020