Commerical Banking Senior Executive

Brian S. Boilek

**** ********** ***** ************, ** 46375 219-***-**** *********@*******.***

Professional Summary

Results driven, senior banking executive and MBA bringing over 25 years of demonstrated success in business development, managing C-level client relationships, financial analysis, underwriting and structuring credit, risk management, building teams and driving profitability. Proactive leader experienced in middle market, large-corporate, treasury management, asset-based lending, mergers and acquisitions, international banking, capital markets, wealth management, and syndications. Areas of expertise include sourcing and managing new client relationships, building internal and external networks, performing transaction due diligence, underwriting and analysis, cross-selling, developing, and executing growth strategies while driving top-line revenue growth and profitability. Top-rated sales performer repeatedly recognized for exceeding goals.

Skills

Portfolio Management

Business Development

Commercial Lending

Private Equity

Transaction Due Diligence

Family Offices

Mergers and Acquisitions

Capital Markets

Credit Analysis & Underwriting

Structured Finance / Asset Based

Risk Management

Strategic Development

Middle Market

Commercial Real Estate

Restructuring

Work History

MIDLAND STATES BANK – Chicago, IL

Commercial Relationship Manager, 10/2020 – Present

Marketed Bank’s credit, deposit, and treasury services to Midwest based middle market companies.

Targeted family-owned businesses, family offices and private equity.

Handled all duties from origination, underwriting, credit presentations, approval, closing and post-close portfolio management.

Originated over $370 million in new credit opportunities since joining the Bank in late 2020.

Closed over $60 million in new credit, collected over $300,000 in fees and $6 million in deposits.

Grew commercial banking portfolio over 158% by adding 11 new customer names in 7 months.

Exceeded first year’s goals in 2 months.

Current pipeline includes over $150 million in new credit opportunities.

NOTRE DAME FEDERAL CREDIT UNION – Schererville, IN

Senior Commercial Lender, 9/2019 to 10/2020

Temporary position created to assist the Credit Union develop a commercial banking presence in Northwest Indiana and Suburban Chicago markets, responsible for developing new commercial banking relationships by leveraging Notre Dame brand.

Originated over $64 million in new commercial loan opportunities, $12 million closed and $18, million in the pipeline.

Established network that includes over 1,100 Notre Dame Alumni and additional 4,000 former clients, prospects, and centers of influence.

Additional responsibilities include community involvement, cross-selling investment and retail banking services, building out local banking team and identifying potential new branch locations in Lake County, Indiana.

PARKWAY BANK & TRUST – Chicago, IL

Senior Vice President - Middle Market Banking, 6/2017 to 9/2019

Middle Market Banker responsible for worked with companies with annual sales of $5 million to $500 million, credit relationships up to $80 million as well as offering deposit and treasury services.

Managed entire business development process, including transaction due diligence, credit analysis, approval presentations, closing and ongoing credit monitoring.

Top producer during (2+) year tenure with Bank, (2) Exceeds Expectations in annual reviews.

Originated over $450 million in new credit opportunities in first (24) months through consistent calling routine.

Delivered over $70 million in new credit, $15 million in new deposits and $300,000 in fees during first (24) months.

Exceeded first year goals by 167%, second year by over 300%, third year production was tracking over 200% of stated goals.

Pipeline included over $40 million in new credit opportunities.

FIRST MIDWEST BANK – Chicago, IL

Senior Vice President / Team Leader, 3/2015 to 12/2016

Recruited by Bank's Executive Management Team to repair Indiana market reputation, build and manage commercial banking team, and grow market presence organically and through acquisitions.

Managed, recruited, and mentored commercial banking team of (5) professionals and (4) support staff.

Drove new client generation, client retention and revenue growth by building sales culture focused on delivering best in class consultative selling model.

Created and implemented market focused strategies, developed new business pipeline, drove underwriting process and closings, coordinated business lines, crafted sales and marketing initiatives.

Prepared annual budgets set goals and managed unit profitability.

Oversaw division's $350 million commercial banking portfolio as senior relationship manager that included over 250 client relationships.

Pre-screened new credit requests, assisted bankers with underwriting, worked with senior credit executives for approvals, presented credit requests and division key performance indicators to executive management team.

Targeted companies with greater than $5 million in annual sales throughout Midwest.

Position was eliminated though restructuring after Standard Bank acquisition.

Exceeded first year targeted loan, deposit, and fee growth goals over 10% by devising and implementing targeted growth strategy for division.

Exceeded revenue goal during first (2) years, prior year Division lost 20%.

Closed and funded over $50MM in new relationships in first (12) months.

Referred (7) new opportunities to other business lines accounting for new credit in excess of $60 million.

Drafted and implemented Indiana marketing and sales plan.

Provided industry expertise and connections to successfully retain $30 million client, then grew relationship by $8 million.

Built $190 million pipeline of new business opportunities in second year by referring over 120 former clients to banking team and creating dedicated calling plan.

Logged over (300) face to face meetings with clients, prospects, and centers of influence, attended over (50) after-hour networking, charity, and client events.

WINTRUST FINANCIAL GROUP, Wintrust Commercial Banking – Chicago, IL

Senior Vice President, 3/2013 to 3/2015

Recruited for and charged with responsibility of building and managing middle market banking portfolio targeted at companies with annual sales between $10 million and $500 million throughout greater Chicagoland and northern Indiana markets.

Primary focus was to generate new client opportunities, underwriting credit requests and maintaining client portfolio.

Partnered with Market President to establish and build Wintrust brand in Northwest Indiana market.

Built internal network of product specialists and credit executives geared toward Indiana growth plan.

Built Salesforce prospect list to include over 600 new client and prospect names throughout Chicagoland and northern Indiana.

Developed sales pipeline that included over $200 million in new credit opportunities in 2 years.

Referred $75 million in credit to commercial real estate, $10 million in credit to international banking and $30 million in credit to structured finance.

Delivered (7) term sheets to new prospects.

Industries covered petroleum, mining, staffing, real estate, manufacturing, e-commerce, commodity brokerage, distribution, and healthcare.

Worked with Market President to develop Sales and Marketing Plan.

Collaborated with local Wintrust executives to create annual Economic Forecast Breakfast, attended by over 100 local business owners, centers of influence and political leaders.

BMO HARRIS BANK – Chicago, IL

Senior Vice President / Director, 6/2010 to 3/2016

Focused on companies with annual revenues between $25 million and $2 billion.

Worked with retail banking, wealth management, capital markets and dealer finance to build market share in Bank's suburban Chicago markets and northern Indiana.

Handled all aspects of credit cycle, from origination to close including managing portfolio financial performance and risk management.

Strong marketing focus on private equity firms and family offices.

Increased portfolio revenue over 50% during tenure with Bank by closing new client relationships and expanding existing portfolio relationships.

Ranked in top quartile for all personal score sheet assessed areas.

Introduced Bank to over 100 middle market prospects over 3-year period.

Delivered (40) term sheets to prospects with credit commitments in excess of $1 billion.

Led deal team on (10) nationally syndicated credit opportunities, over $900 million in total credit needs.

Established networking relationships with over (40) centers of influence throughout Chicagoland.

Focused teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning.

JP MORGAN CHASE – Merrillville, IN

Vice President / Senior Lender, 6/2010 to 3/2016

Responsible for managing and growing middle market commercial banking portfolio throughout greater Chicago-land area and Northwest Indiana.

Instrumental in devising personal portfolio marketing, pricing, and budgeting plans.

Sourced commercial banking relationships with companies with annual sales between $10 million and $500 million.

Cross-sold other bank lines of business which included treasury management, international banking, capital markets, structured finance and leasing, syndications, as well as private banking and wealth management.

Increased net income by average of 25%, year-over-year during tenure with Bank.

Delivered over $80 million in new business commitments to (8) different bank prospects, closing 5 which generated over $1,500,000 in annual revenue in last year with Bank.

Originated and won mandate to deliver treasury and deposit services to $180 million international manufacturing firm, generating over $700,000 in annual revenue.

Sourced opportunity to provide acquisition and working capital financing of publicly traded Australian metal recycler, closed $20 million working capital facility, collecting $75,000 fee.

Recipient of "Chasing the Prospect" award for closing a significant new relationship.

Consistently ranked in 1st quartile for all measurable goals, including new business, expanded business, internal business referrals, portfolio management and calling efforts.

Education

MBA Master of Business Administration: Strategic Management and Finance

Indiana University Graduate School of Business

Bachelor's Degree: Economics, Accounting

Indiana University

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