Andrew Hall
Kirkwood,MT
Summary
Secure a leadership position within a capital markets department within a equipment finance company which will utilize my indirect purchase and syndication sell side expertise and deliver prudent growth to a performance focused organization
Overview
17
17
years of professional experience
Work History
Sr. Business Development Officer
Signature Financial
07.2022 - Current
- Originate and development of new partnerships for 3rd party lending partners.
- Contribute towards growth and value add of pre-existing 3rd party relationships.
- Price, structure and close transactions; pre-screen customer financial reports to ensure a fit to internal strategy.
- Plan, forecast and budget sales volume with executive management team.
- 3 person team contributed $868mm in new originations FY 2023
Assistant Vice President
Midland States Bank
01.2020 - 07.2022
- Prospect, close and ongoing management of 3rd party origination relationships with independent lessors, reciprocal bank relationships and brokers
- Manage the monthly origination of small ticket pool purchase programs through 3rd party sources
- Pre-screen, price and structure, larger single schedule transactions originated through 3rd party platforms
- Manage the bank-to-equipment finance referral program
- 65mm + in originations each year
- Exceeded volume and spread goals each year.
Capital Markets & Bank Channel Manager
Midland States Bank
01.2018 - 01.2020
- Developed and provided direct oversight of bank leasing program
- Developed and manage syndication sell activities for overline exposure transactions
- Onboard and manage 3rd party origination relationships.
Account Manager Capital Markets
Scottrade Bank Equipment Finance
11.2015 - 01.2018
- Package and present syndication opportunities to investing institutions, set and confirm pricing therein
- 33mm in volume sold over 179 discrete schedules generating in over $1mm in fee income
- Identify new reciprocal partnerships through prospecting and cold calling
- Source financing transactions for purchase form peer banks and independent finance companies.
Senior Inside Sales Specialist
Scottrade Bank Equipment Finance
11.2014 - 11.2015
- Pre-screen new equipment financing opportunities and applications
- Support the field-based sales team by facilitating transactions through credit, documentation and funding
- Prepare and send approval notices or declines to customer, vendors and sources.
Mortgage Consultant
CitiMortgage
02.2009 - 11.2015
- Oversaw entire mortgage process including application, origination, underwriting and closing
- Received "Quality of Excellence Award" for efforts toward development of a new loan origination software platform.
Business Development Officer
Popular Equipment Finance
01.2008 - 01.2009
- Oversee the implementation of vendor programs designed to translate into the highest volume of lease / loan transactions capable for that vendor.
Business Relationship Specialist
Popular Equipment Finance
01.2007 - 01.2008
- Responsible for supporting a team of Business Development Officers and associated vendors with regards to processing of lease / loan transactions.
Education
Bachelor of Science - Marketing / Advertising -
Missouri State University
06.2003
Skills
- Formal financial statement analysis training (ELFA in conjunction with Moody's)
- SuperTRUMP Certified
- Proficient in Microsoft Office Products
- Excellent C-level communication skills with the ability to effectively present information
- Strong ability to manage multiple complex cases simultaneously
- Negotiate complex 3rd party program agreements
References
Available Upon Request
Timeline
Sr. Business Development Officer
Signature Financial
07.2022 - Current
Assistant Vice President
Midland States Bank
01.2020 - 07.2022
Capital Markets & Bank Channel Manager
Midland States Bank
01.2018 - 01.2020
Account Manager Capital Markets
Scottrade Bank Equipment Finance
11.2015 - 01.2018
Senior Inside Sales Specialist
Scottrade Bank Equipment Finance
11.2014 - 11.2015
Mortgage Consultant
CitiMortgage
02.2009 - 11.2015
Business Development Officer
Popular Equipment Finance
01.2008 - 01.2009
Business Relationship Specialist
Popular Equipment Finance
01.2007 - 01.2008
Bachelor of Science - Marketing / Advertising -
Missouri State University
Similar Profiles
GINGER FRANCISCOGINGER FRANCISCO
Documentation Specialist at Signature Financial / Flagstar Financial & LeasingDocumentation Specialist at Signature Financial / Flagstar Financial & Leasing
CHRISTOPHER BRADYCHRISTOPHER BRADY
Managing Underwriter, VP at Flagstar Financial & Leasing, LLC (fka Signature Financial)Managing Underwriter, VP at Flagstar Financial & Leasing, LLC (fka Signature Financial)
KRISTEN JOURNEYKRISTEN JOURNEY
Tax Advisor at Royal Signature Financial ServiceTax Advisor at Royal Signature Financial Service
Daniel AkermanDaniel Akerman
Sr Business Analyst - Global UW Operations Product Manager at Reinsurance Group of America (RGA)Sr Business Analyst - Global UW Operations Product Manager at Reinsurance Group of America (RGA)
Anna WhiteAnna White
Laborer at St. Louis Equestrian centerLaborer at St. Louis Equestrian center