Jim Stefani

WORK HISTORY

ABOUT JIM STEFANI

An experienced banking professional since the age of 19 with a current focus in Middle Market Commercial Banking Relationship Management. Responsible for developing client relationships while managing credit, regulatory and reputational risk; sourcing, structuring, pricing and underwriting commercial credits; provide technology to optimize Payables/Receivables, mitigate risk, improve information reporting, and maximize liquidity positions for Middle Market Commercial & Industrial operating companies with annual revenues $25MM-500MM; provide customized Commercial Real Estate Financing solutions for real estate professionals (Investors/Developers) for commercial credit greater than $5MM.Comprehensive knowledge and understanding of: commercial rates, terms, collateral & covenant requirements; risk management; executing real estate secured commercial credits from underwriting to escrow; collaborating across partner Lines of Business; relationship & credit portfolio management.My passions include business & finance, public policy, sports, history, comedy, commercial real estate, family, food, travel, mentoring and helping others succeed financially. My mission has long been to build lifelong relationships by understanding my customer’s financial goals and providing recommendations as if family were sitting across the table. Please feel free to send any questions my way!“Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work.” - Vince LombardiContent shared through this profile may be provided by or otherwise sourced from Wells Fargo.