Build and lead global lending business group with a team of 23 professionals having responsibility for managing and coordinating the end-to-end lending process (from loan origination/inception through its lifecycle), with an annual transaction volume of 750 loans and $120 billion. Provide critical execution support for large, underwritten acquisition financings.

Selected Achievements:

• Designed Group’s Business Plan / Revenue Optimization / Expense Reduction - Consolidated the firm’s lending activities and responsibilities that were previously performed across multiple origination groups (100+ Analysts, Associates, VPs & Directors in the Industry Coverage, Leveraged Finance, and Debt Capital Markets teams) into one new, smaller product expert team of 23 professionals. This led to the following:

• Provided one point of contact and responsibility for the lending business.

• Allowed origination bankers to dedicate more time to originating new deals / generating revenues vs. managing the internal & external loan process for clients.

• Overall savings was $5+ million annually.

• Managed Loans and Amendments & Waivers

If you would like to speak with this candidate, reach out to me at klubin@zrgpartners.com