Microsoft Office Manager

W. Gregory Schmid

ac20hl@r.postjobfree.com C 216-***-**** http://www.linkedin.com/in/GregSchmid

EXPERIENCED FINANCIAL LEADER

Financial leader with background in arranging financing solutions for clients, as well as budgeting, strategic planning, M&A analysis, and accounting. Experienced with Microsoft Office and QuickBooks. Strong team builder, with ability to work with management and outside vendors and professionals to save costs and maximize revenues.

WORK EXPERIENCE

Self-employed Financial Consultant –2015-2017. Prepared financial analysis and acquisition criteria for a client. Set up accounting systems, processed payroll, and prepared financial statements and tax documents for a client. Successfully negotiated a financing package for a client.

JPMorgan Chase Bank (fka Bank One), Cleveland, OH 2002 -2014.

Underwriter III – 2007 - 2014. Grew portfolio of 30 Middle Market credit and 10 operating relationships from $250 million in exposure to $400 million in exposure. Clients ranged from companies with sales of $10 million to one company with sales of $1 billion, in industries including service, logistics, construction, food service, and auto and aviation parts. Managed and expanded several client relationships. Helped design over $100 million multi-bank syndication for one client who was growing rapidly. Developed credit structure for another client, which allowed it to grow by acquisition and increase its market capitalization by 300% in 18 months. Exercised $5 million in credit authority with no write-offs. Job was eliminated in a corporate restructuring.

Senior Underwriter – 2002 – 2007.

Supervised four to five underwriters, and trained four credit analysts who were promoted within the bank. Classified credits fell from over 22% of the portfolio to less than 6% while portfolio grew 25%.

US Bank (fka Star Bank, Firstar), Cleveland, OH 1992 – 2002.

Portfolio Manager 1998 – 2002. Grew portfolio of upper Middle Market credits from $100 million to $250 million. Clients ranged from manufacturers to service businesses to construction firms. Sourced, underwrote, and booked credit in rent-to-own industry.

Regional Credit Administrator, 1992 – 1998. Reduced problem loans from 20% of portfolio to 5%. Supervised and trained ten Credit Analysts in three markets. Developed training regimen and portfolio tracking systems. Reviewed portfolio credits within the state of Ohio.

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Huntington National Bank, 1985-1992.

Credit Department Manager, 1991 – 1992. Trained four new relationship banker candidates who were successfully placed.

Banker, 1989 – 1991. Reduced classified credits in portfolio from 70% to less than 10% while growing the portfolio by 3 relationships in less than 18 months.

Relationship Banker Candidate, 1987 - 1989. Developed automated loan tracking system which recovered $100K in previously charged-off loans.

Investor Relations and Strategic Planning Analyst, 1985 – 1987. Designed and edited Nicholson Award winning 1985 corporate Annual Report. Developed modeling techniques for corporate multi-state acquisition program.

EDUCATION

Certificate in Non-Profit Management, Cleveland State University. Classes included Nonprofit Financial Management, and Program Design and Proposal Writing, 4.0 GPA.

Masters of Business Administration, Colgate Darden Graduate School of Business, University of Virginia. Developed case studies for Center for International Banking Studies.

B.S. Summa Cum Laude - Accounting B.A. Summa Cum Laude – Journalism, Point Park College, Pittsburgh, PA. Accounting Graduate of the Year. Editor of Award-Winning Student Newspaper.

OUTSIDE INTERESTS

Tutor and Vice President, Project Learn. Developed the Group School Concept, which has been used since 1999. Secretary –Friends of Project Learn /United Way Spotlight Volunteer of the Year 2009. Chaired successful fundraiser for Project Learn.

President, Cleveland Metro Ski Council, 2015-current, Treasurer, 2013-2016. Umbrella organization of 23 ski clubs with over 2,500 members and annual budget of over $200K. Organization has run a surplus in all operating years.

President, Hi Rise Ski Club, 2010 – 2012. Chairman, 2012 – 2013. Treasurer, 2013 – 2015. Increased membership 10% and ran surpluses during all years above.

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