K. Lee Dunn
** ******** **** *-****: *********@*****.*** Home: 203-***-****
Redding, CT 06896 Cell: 203-***-****
SUMMARY
Finance professional with extensive experience in the credit analysis,
sales and portfolio management aspects of the finance and banking
industries. Employs strong communication, leadership and organizational
skills. Works well independently as well as in a team concept.
PROFESSIONAL EXPERIENCE
Webster Capital Finance 2004-Present
Formerly known as Center Capital Corporation
A Webster Financial Company, Farmington, CT
Vice President/Credit Manager
. Manage a team of four Credit Analysts and one Credit Associate.
. Authorized to approve transactions up to $2.0 million.
. Underwrite larger, more complex transactions and present to Management
for approval.
. Collaborate with Division Sales Managers and 10 Sales Representatives to
achieve yearly volume targets.
. Instrumental in helping grow portfolio from $550 million in 2004 to over
$1.0 billion by 2008.
. Perform customer visits on larger dollar, high profile customers.
. Attend industry trade shows with Sales Representatives to help market
Webster Capital capabilities.
Citicorp Vendor Finance, Inc. 2003-2004
Business Technology Finance Division, Mahwah, NJ
Credit Manager
. Underwrote vendor lease transactions within the newly formed large ticket
group for deals in the
$250,000 to $5 million range.
. Performed the due diligence and credit approval write up on an $8 million
transaction, which was the
second largest credit approval in division history.
. Implemented a new vendor program agreement with a nationally known
equipment manufacturer
which was expected to result in yearly finance volume in excess of $20
million.
General Electric Capital Corporation 1996-2002
Commercial Equipment Finance Division, Norwalk, CT
Via acquisition of Phoenixcor, Inc. in April, 1999
Vice President/Sr. Transaction Manager, Third Party Originations, 2000-2002
. Prospected new relationships and closed transactions with banks, finance
companies, and brokers that resulted in yearly booked lease volume of $25
million, with an average deal size of $2.0 million.
. Expanded database by 50% within my territory and maximized revenue
through daily telephone calls, regular on-site visits, trade show
participation and direct mailings.
. Managed the credit approval, documentation, booking, and funding of
transactions through direct contact with third party sources, customers
and internal operations departments.
Director of Credit, 1996-2000
. Presented concisely written credit recommendations to senior management
for approval. This resulted in excess of $50 million per year in new
business volume.
. Authorized to approve transactions up to $1 million.
. Performed due diligence and utilized cash flow modeling and sensitivity
analysis techniques for pricing decisions on three loan portfolio
acquisitions resulting in $130 million in booked volume.
. Supervised and trained junior credit analysts and assisted sales
representatives in pricing and structuring complex transactions.
Nationscredit Commercial Corporation 1990-1996
Formerly known as Greyrock Capital and US West Financial Services
Commercial Real Estate Division, Stamford, CT
Associate, 1994-1996
. Managed a 120 loan, $850 million real estate portfolio consisting of golf
courses, hotels, apartments, retail strip centers, marinas, and bowling
centers. Accountable for monthly financial analysis on the portfolio to
determine adherence to underwriting criteria.
. Coordinated with borrowers, construction companies and engineers on
monthly construction and capital improvement requisitions.
. Performed site inspections and collateral analyses in order to minimize
losses.
Portfolio Analyst, 1993-1994
. Developed niche for small commercial mortgage investments (to $2 million)
such as multi-family housing, owner operated businesses, and multi-use
properties. This program resulted in $24 million of new business in its
first year.
. Instrumental in the sale of a $45 million portfolio of specialized
commercial real estate loans in a market the company was exiting.
Senior Contract Administrator, 1990-1993
. Accountable for all aspects of credit, collection, customer service,
bankruptcy, restructure and litigation
for a $125 million lease portfolio.
. Managed the daily work flow of four Customer Account Representatives and
completed annual reviews.
. Negotiated residuals and supervised all areas of asset management.
Recorded a gain on sale of nearly
$700,000 on one commercial crane lease transaction.
General Electric Capital Corporation 1989-1990
Vendor Financial Services Division, Danbury, CT
Senior Customer Account Representative
. Responsible for the maintenance, collection and liquidation of 200-300
accounts per month.
. Resolved upwards of $5 million of non-earning asset accounts each month.
. Supervised Customer Account Representatives and completed quarterly
performance evaluations.
Investors Center Incorporated, Tarrytown, NY 1988-1989
Account Executive
. Passed Series 7 and 63 exams on first attempt to become a stockbroker.
. Researched and developed new accounts and market trends.
. Managed existing accounts of customers in excess of $100M.
EDUCATION
Syracuse University, Syracuse, NY
B.S., Finance, 1988