Jeffery Ohner
SVP, Credit Advisor at Pinnacle Financial Partners
- Role
- Credit Advisor at Pinnacle Financial Partners
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Credit Advisor
Jan 2020 — Present · Charlotte, NC, US
As a Credit Advisor, I support my teammates in Credit Origination and Credit Portfolio Management. I collaboratively work with Financial Advisors, Senior Credit Officers, and fellow Credit Advisors in order meet all of our clients\' financial needs.My responsibilities include:• Engaging in prospect and client calls in order to weigh in on the credit decision by giving front end guidance on new and renewed credit requests including desirability of the credit related to Pinnacle’s credit appetite, structure, documentation and monitoring• Contributing to the timely response of requests by providing the essential yet sufficient financial package and analysis to the credit approving team• Providing accurate underwriting support to Financial Advisors through financial spreading, written analysis, Global Cash Flow analysis, industry analysis, projections, collateral evaluation, and credit risk grade• Ensuring that Credit Reviews adequately support the credit exposure and provide sufficient written analysis to support the assigned risk rating and recommendations• Performing calculation and testing of financial covenants, borrowing bases, and margin requirements as required while addressing and communicating any issues that warrant discussion such as defaults, variances from projections, over advances, potential risk rating changes
Education
Eastern Illinois University
Bachelor, Science
2007 — 2011
Skills
- Finance
- Loans
- Teamwork
- Banking
- Microsoft Word
- Customer Relations
- Powerpoint
- Sales
- Word
- Credit Analysis
- Crm
- Accounting
- Fundraising
- Credit
- Customer Retention
- Customer Service
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