Marshalee Ellis-Kehlhem
Senior Commercial Credit Analyst, & Financial Risk Management Professional
- Role
- Credit Officer, SVP at Berkshire Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Marshalee Ellis-Kehlhem
Experienced Senior Vice President Business Banking with a demonstrated history of working…
Experience
Credit Officer, SVP
Jun 2020 — Present
Manages a group of Business Banking Credit Analysts, Credit Team Lead and Bank subsidiary employees. The group’s responsibilities including underwriting, servicing, collections on delinquent account, loan modifications, commercial write-ups and analysis for the portfolio as well as new commercial loans up to $10MM across the franchise. Works in conjunction with the Small Business Administration (SBA) and USDA to ensure that all eligible loans have government guarantees. Responsible for providing guidance, training, and mentoring to the Credit Analysts and lenders within the Bank and its Subsidiaries. Underwrites, approves or declines a wide variety of small to medium-sized commercial loans to meet Bank policies and budget objectives through the Bank-wide Business Banking program. Interacts with the Business Development Officers, Commercial Middle Market lenders, My Bankers, Private Bankers and Retail Branch Managers and subsidiary employees from all regions as it relates to training and underwriting Business loans. Responsible for all management of compliance and regulatory adherence, policies and procedures. Provide a high level of customer service. Evaluates portfolio continuously to ensure that risk rating is accurate. Monitors relevant financial information that could affect loan status and partner with the workout department when needed. Maintains frequent contact with borrowers and acts as agent on all banking matters. Performs management activities including recruiting, goal setting, performance appraisal, compensation recommendations and staffing changes. Develop and train new staff. Prepares reports for Business Banking. Assists management in the reporting and tracking of budget related items. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards. Credit Risk, Workout, and Executive Loan Committee member. Present to the FDIC as needed.
Education
Binghamton University, SUNY
Bachelor of Arts, Economics
1991 — 1995
Ohio State University, Austin E. Knowlton School of Architecture
Masters, City & Regional Planning
1996 — 1998
Continuing Education: Massachusetts Institute of Technology & Framingham State University
Professional Certificates, Real Estate Development (MIT) & Accouting (FSU)
Skills
- Program Management
- Banking
- Singer-Songwriter
- Credit
- Management
- Financial Risk
- Project Management
- Investments
- Economic Development
- Finance
- Underwriting
- Financial Analysis
- Risk Management
- Portfolio Management
- Public Speaking
- Relationship Management
- Loans
- Asset Management
- Community Development
- Grant Writing
- Real Estate Economics
- Affordable Housing
- Strategic Planning
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