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Start for FreeLori Franzon
Senior Vice President @Raymond James Bank, N.A
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WORK HISTORY
Senior Vice President @Raymond James Bank, N.A
St Petersburg, FL, US
EDUCATION
University of Miami - School of Business
Candidate for MBA, Candidate for Master of Business of Administration
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management and Finance
ABOUT LORI FRANZON
Wealth management, corporate finance, and corporate banking credit professional, successful in providing a disciplined approach to domestic PB and C&I lending processes and delivering innovative financial solutions while managing risk. Highly analytical; leverage extensive experience into streamlining, consolidating, and growing business. Collaborative consensus builder with the ability to establish strong relationships at all levels. High-Impact Results: • Improved risk mitigation and enhanced IDB’s credibility by standardizing underwriting process. • Achieved 101% cumulative commercial lending portfolio growth within three years for IDB. • Led the development of a risk rating system for USPB (US Private Banking). • Developed a Secured Lending Platform for Bank wide use. Authored USPB Procedures and Underwriting Manual and Consumer Lending Policy. Core Competencies: • Team Leadership • Risk Management • Regulatory & Legal Compliance • Growth Strategies • Portfolio Management • Change Management • Credit Analysis • Business Development • Structuring • Client Interface • Syndications • Acquisition Integration. Microsoft Word, Excel and PowerPoint
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