Johnnie McBride

Sales | Strategy | Finance | Operations | Leadership

Role
Vice President Portfolio Manager at Valley Bank
Location
West New York, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Johnnie McBride

Experienced banker, startup founder, and MBA with a strong track record of analyzing…

Experience

  1. Vice President Portfolio Manager

    Valley Bank

    Jun 2023 — Present · US

    Lender and underwriter of commercial credit facilities for existing and new customers in the C&I, CRE, and Contracting segments. Performed a hybrid role in partnership with Relationship Managers to complete requisite portfolio management and cross-sell responsibilities on an internal book of 18 clients while also prospecting outside firms utilizing Salesforce and RelPro for reach. • Underwrite new loan requests, short-term extensions, renewals, annual reviews, and modifications. • Coordinate all activities required to complete credit analysis while interacting with borrowers and CPAs to obtain necessary financial information to finalize credit packages and submit for approval. • Conduct pre-client cross sell huddles with members of Treasury/Retail/Upper Management, coordinate annual site visits, and attend loan closings of all clients represented in portfolio. • Prepare and analyze all legal docs related to new and existing business including term sheets, commitment letters, modification documents, renewal letters, and collateralization/UCC filings • Manage and track covenant compliance sheets, borrowing bases, A/R Agings, and WIP reports for all related accounts.

Education

  • Morehouse College

    BA

  • NYU Stern School of Business

    MBA

  • ESADE Business School

    MBA

Skills

  • Finance
  • Corporate Finance
  • Business Strategy
  • Management
  • Due Diligence
  • Strategy
  • Financial Analysis
  • Valuation
  • Investments
  • Investment Banking
  • Competitive Analysis
  • Financial Modeling
  • Strategic Planning
  • Capital Markets

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Johnnie McBride — Vice President Portfolio Manager at Valley Bank in West New York, NJ, US | Unifers