RPeckresume
Resume:
Robert S. Peck
New York, NY 10017
l9b2x4@r.postjobfree.com
NAI Global, New York, NY May 2010-Jan 2011
Director, Business Development & Originations – Special Assets Solutions
Client Management
Developed business relationships with major banks and hedge funds.
Mitigated the lenders or borrowers exposure and restructured their debt.
Created a comprehensive strategy addressing the immediate issues affecting the encumbered property and the borrower.
Evaluated bank portfolios and recommended the best means to recover maximum value and limit losses.
Worked with individual borrowers to restructure their mortgage notes.
Develop a long term business plan that results in a exit strategy for the borrower and lender.
New Business Development
Contact Bank CEO’s & Dept. Heads to evaluate their Commercial Portfolio and Distressed Loans.
Organized note pools for auctions.
Team Management
Organized an executive team to perform presentation for JP Morgan.
Trained and managed internal group to originate note sale business.
JP MORGAN CHASE, NEW YORK, NY 2007 – 2010
Senior Loan Consultant – Commercial Term Lending
Client Management
• Managed a $200 million portfolio of Multi-Family, C&I, owner occupied and single tenant properties.
• Cultivated relationship with over 1,400 existing and prospective clients, business owners and Real Estate professionals by performing solutions and problem solving to meet the clients needs.
• Cross-sold multiple products to meet client needs and aggressive sales goals while analyzing exposure and minimizing risk.
• Maintained relationships by providing superior customer consultation, advice, counseling and service.
New Business Development
• Identified opportunities to expand client relationships by leveraging cross-selling opportunities.
• Demonstrated results from prospecting in a highly competitive market by developing rapport and offering products which met clients needs.
Team Management
• Trained personal Sales Associates and educated and trained new and existing members on sales team to effectively prospect to increase revenue and profits.
ROCKEFELLER CAPITAL CORP, NEW YORK, NY 2003-2007
President/Managing Director – Commercial Lending
Client Management
• Built a solid company with an outstanding reputation from the ground-up in a highly competitive market.
• Aligned operations with corporate policies/procedures and state and federal regulations.
• Built relationships and Business Agreements with Institutional Investors, REITs, Private Investors and Securitization Companies.
• Earned a reputation for expert financial advice and superior customer service, resulting in strong referral business.
• Maintained relationships by providing superior customer consultation, advice, counseling and service.
New Business Development
• Identified opportunities in a fast changing market to increase revenue and profits.
• Demonstrated results from prospecting in a highly competitive market by developing rapport and offering products which met clients needs.
• Instructed effective prospecting techniques, including cold calling, to sales force to increase revenue.
Team Management
• Trained all Loan Consultants.
• Managed all employees to help achieve their sales goals and maintain compliance with the up most ethics.
• Skilled at educating employees on financial products to recommend to clients.
TCRM COMMERCIAL GROUP, NEW YORK, NY 2002-2003
Vice President - Commercial Lending
Client Management
• Developed and marketed commercial mortgage products to clients and prospects on a national level.
• Exceeded production goals for new loans.
• Regarded as an effective negotiator generating the highest level of income in the sales force as the top producer.
• Coordinated all aspects of the mortgage application process.
• Skilled at educating customers on financial products and recommending best options that meet their short-term and long-term needs.
New Business Development
• Marketed and promoted financial products.
• Performed group presentations for marketing the firm products and services.
• Provided loan and financial counseling to businesses, corporations and individuals.
• Exceeded sales goals and customer expectations.
• Ranked as top-producer.
Team Management
• Trained new employees and played key role during several banking conversions.
INVESTEC INVESTMENT BANKING GROUP, NEW YORK, NY 1987-2002
Vice President - Asset Management
Client Management
• Created, developed and executed short and long term financial strategies customized to meet client needs in profit-driven, customer-focused environments.
• Established consensus across cross-functional lines and divergent levels of risk tolerance, with keen instincts to quickly affect change or improvement.
• Oversaw geographically dispersed clientele.
New Business Development
• Participated in raising capital for over 50 Initial Public Offerings (IPO’s) for emerging and established companies geographically based world-wide.
• Consistently meet or exceeded sales goals as a top producer.
• Grew customer base consistently year over year.
• Earned a reputation for expert financial advice and superior customer service, resulting in strong referral business.
• Performed hedging, financial modeling, financial analysis, and risk-tolerance assessment to advise high-net worth clients on best-option investment strategies meeting their specific needs.
Team Management
• Respected leader with a team-player mindset and a “roll-up-your-sleeves” work ethic.
EDUCATION
CENTRAL CONNECTICUT STATE UNIVERSITY New Britain, CT
Bachelor of Science, Computer Science/Finance 1987
LICENSES & AFFILIATIONS
Series 7, 63
C&I Credit Training
FNMA DUS Underwriting
Member NY Bankers Association
Member Mortgage Bankers Association of New York
Member Hedge Fund Group of NY
Member Business Advisory Council
Member of the Princeton Club
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