GERARD M. McKENNA
Katonah, New York 10536
Fax 914-***-****
************@***.***
PROFESSIONAL BACKGROUND
• Commercial Loan Officer – Small Business / Middle Market / Fortune 1000
• Extensive Commercial and Residential Real Estate Experience
• Experienced Relationship Manager With Emphasis on New Business Development
• Loan Review Consultant
• Credit Trained at a Major U.S. Bank – Graduated No.1 in the Class
EXPERIENCE
Largest Financial Consulting Firm Current
• Comprehensive loan portfolio reviews to assess current credit quality / classified loans
• Rapid, analytical write-ups of all types of commercial / industrial and real estate loans to include professional evaluation of Bank’s assigned risk rating
CEIS Loan Review 2008 - 2009
First Central Bank 2005 - 2007
Senior Commercial Loan Officer
• Commercial Underwriter for Nine Branches / Management Loan Committee
• Corporate, real estate, SBA, leasing transactions
• $28 million in new business - 115 accounts / $90 million portfolio
Bank of Communications (Largest Private Bank in People’s Republic of China)
2003 – 2004
Vice President
• $60 million in new business - $200 million loan portfolio
• Wrote credit applications to include statement analysis, industry analysis and projections
• Wrote loan policy manual and marketing plan
• Primary instructor in credit training program
M & T Bank (Formerly Premier National Bank)
2000 – 2002
Vice President
• $56 million in new business - $100 million loan portfolio
• Direct responsibility for Westchester, Bronx and Putnam covering 13 branches
San Paolo Bank (Largest Italian Bank
1989 - 1999
• Agented / Syndicated a $500 million financing transaction, the first for the Bank in the United States
• Direct responsibility for U.S. corporations in New England and Middle Atlantic regions
Mitsubishi Bank (2nd Largest International Bank)
1983 - 1989
• Significantly exceeded earnings objective every year by 15%
• Created marketing plans for Corporate Finance and Real Estate units
EDUCATION
Doctorate Finance – Pace University; Course work completed
MBA City University of New York (Baruch College)
MPA Golden Gate University
PERSONAL US Army Reserve – Colonel: Special Forces
College-level teaching experience in Accounting, Finance and Economics
Computer literate in Microsoft Office and Moody’s Financial Analyst