Brandy Buttram

Experience

• 

  AT&T

  Jun 2003 - Aug 2005

  Customer Service Specialist

  Provided customer service, billing, and troubleshooting support to AT&T Wireless customers at an inbound call center.

• 

  Wells Fargo

  Aug 2005 - Nov 2017

  Middle Market Banking Financial Analyst - Mt. Diablo Regional Commercial Banking Office (RCBO), Walnut Creek, CAResponsibilities Included: Financial, market and industry analysis, relationship due diligence, credit underwriting, basic loan structuring, execution of credit transactions, day to day Portfolio monitoring, and compliance review. Supported Deal Team with a portfolio size of $237MM in various industry verticals.- Conducted financial analysis focusing on cash flow based lending, underwriting a variety of products which included traditional commercial products, real estate lending, and treasury management services- Assisted Regional Business Development Officer with prospecting activities and developing new customer leadsAdditionally, completed six months of credit underwriting training in Wells Fargo’s San Francisco Credit Services Hub. Responsibilities included the following:- Completion of annual relationship reviews and interim credit reports for a small portfolio of companies across multiple sectors including technology, real estate, and industrial- Conducted deal presentations for credit reviewers highlighting key risks and potential opportunities with existing relationships Show less • Strategic planning and coordination of activities around the Middle Market Banking Financial Analyst Program development• Site Administrator for three Commercial Banking SharePoint Sites • Successfully led and coordinated onboarding activities for 100+ Financial Analysts for seven locations across the United States, including large-scale system access and equipment implementation projects• Compiled documentation for regulatory reporting for the Centralized Underwriting group to meet industry standards • Handled scheduling, project status updates, labor tracking, and meeting minutes for project managers and upper management• Planned and arranged offsite meetings and events, including arrangement of activities, meeting space decisions, budgeting, and contract negotiations • Facility and System Access Coordinator for seven locations with 100+ team members• Created presentations for senior-level management meetings and events• Led the 2014 Community Support Campaign activities for the Centralized Underwriting group, raising over $50,000 in pledges and fundraising donations• Schedules all quarterly guest Risk Asset Review (RAR) examinations for the Commercial Banking unit and administers Credit Policy testing for all Commercial Banking Loan Team Managers• Q4 2014 Pinnacle Award winner• 2014 Annual Pinnacle Award winner Show less • Managed advertising campaign to promote a charity event that raised over $10k and reinforced Wells Fargo’s philanthropic brand image• Worked as part of implementation team for event mobile application utilized for executive-level client facing events to promote brand recognition• Led the successful execution of four biography book projects from concept to delivery to be utilized for internal and external meetings and conferences• Composed a featured interview article promoting an event which reached an internal audience of 1500+ team members• Planned and organized photo-shoots in multiple cities, handled distribution and billing of completed shoots Show less • Provided Administrative Support and managed an office suite for Wells Fargo’s Healthcare and Gaming Investment Banking groups.• Wide ranging responsibilities include: implementation of office procedures and processes, customer liaison, resource and supply procurement, general accounting functions, international and domestic travel arrangements, and management of daily operations• Scheduled and coordinated internal and external client meetings and events. Duties included: procurement of event space, price negotiations, agenda production, and payment authorizations• Utilized Salesforce Customer Relationship Management tool in an administrative capacity for user training, meeting tracking, call reporting, and entering company and client information Show less • Managed calendars for an executive vice president and four managing directors, as well as a team of 20+ Financial Marketers and Analysts• Executed travel arrangements and managed itineraries for several traveling marketers (nationwide)• Answered phones and selectively routed calls for 20+ lines, including CIS Toll Free lines• Generated Excel reports to track transaction details and provide ad-hoc reports• Participated as a member of the Wells Fargo Securities Administrative Team, which involved back-up responsibilities and training of other administrative team members Show less • Broad experience and exposure to several departments within the National Business Banking Center (NBBC) including but not limited to: Call Center Customer Service and Reception, Human Resources and Recruiting, Learning & Development, Resource Management, Finance, Event Coordination, Marketing, Accounts Payable, and Project Management• Provided meeting agendas and drafted minutes for high-level business meetings• Managed calendars for several managers, recruiters, and departments, and assisted with reporting and tracking of business line documentation• Assisted the Recruiting Department with interview coordination, background and business reference check processing, audits and completion of job files, offer letters, new hire attrition reports, and managed new hire paperwork• Worked as the Learning Center Administrative Liaison for the Learning & Development Team. 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  • Program Financial Analyst

    Jan 2016 - Nov 2017

  • Project Coordinator

    Jul 2014 - Jan 2016

  • Marketing Associate

    Aug 2013 - Jul 2014

  • Administrative Assistant

    Jul 2011 - Jul 2014

  • Administrative Support Specialist

    Apr 2010 - Jul 2011

  • Administrative Assistant

    Aug 2005 - Apr 2010
• 

  Bank of America Merrill Lynch

  Nov 2017 - Mar 2022

  • Assistant Vice President, Underwriter, Commercial Real Estate Banking

    Mar 2019 - Mar 2022

  • Assistant Vice President, Commercial Associate

    Nov 2017 - Mar 2019
• 

  Northmarq

  Mar 2022 - now

  Vice President