Robert A. Small
Results-driven financial professional with expertise in credit analysis, commercial lending, and portfolio management.
- Role
- Business Banking Underwriter - AVP at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Robert A. Small
I specialize in structuring tailored financing solutions, negotiating credit terms, and managing risk to strengthen portfolio quality and profitability. I take a proactive approach to building strong client relationships, leading deal structuring, and ensuring regulatory compliance.With a sharp analytical mindset, I assess creditworthiness, underwrite complex transactions, and drive process improvements for more efficient operations. I thrive in collaborative environments, working with cross-functional teams, leveraging technology, and navigating the evolving financial landscape to fuel business growth.If you are looking for a dedicated and hard-working Senior Credit Analyst, Portfolio Manager or Commercial Relationship Manager I will be glad to discuss my qualifications with you further. Thank you for visiting my profile.
Experience
Business Banking Underwriter - AVP
May 2025 — Present · Charlotte, NC, US
Education
East Carolina University - College of Business
BSBA , Business Administration and Management, General
East Carolina University - College of Business
BSBA, Marketing & Management
1981 — 1985
Skills
- Sales Management
- Lines of Credit
- Finance
- Commercial Mortgages
- Investments
- New Business Development
- Sales
- Financial Services
- Crm
- Commercial Real Estate
- Due Diligence
- Mortgage Banking
- Treasury Management
- Management
- Strategy
- Strategic Planning
- Small Business Lending
- Financial Analysis
- Business Development
- Loan Origination
- Negotiation
- Credit
- Portfolio Management
- Commercial Banking
- Loans
- Refinance
- Commercial Lending
- Relationship Management
- Credit Risk
- Underwriting
- Cash Management
- Credit Analysis
- Banking
- Risk Management
- Asset Based Lending
- Consumer Lending
- Residential Mortgages
- Mortgage Lending
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