Sam Hanlin

About Sam Hanlin

I am an experienced business and finance professional with a strong background in commercial banking, specializing in asset-based lending (ABL) and factoring. Over the past several years, I’ve built expertise in portfolio management, underwriting, compliance, and client relationship development, supporting clients with credit facilities ranging from $1MM to $50MM.Currently serving as a Senior Relationship Manager at TAB Bank, I lead borrower onboarding, ensure regulatory and policy alignment, and manage client portfolios with a focus on credit quality, performance tracking, and proactive risk management. My prior roles in relationship management and account management have given me a full-spectrum perspective of ABL—from underwriting and credit committee presentations to compliance reviews, financial analysis, and client mentoring.I’m recognized for my ability to balance risk and opportunity, collaborate across underwriting, legal, and operations teams, and maintain strong client relationships that drive long-term success. With a B.S. in Finance and a minor in Accounting from Weber State University, I bring both academic grounding and hands-on expertise to the banking industry.Key strengths include:ABL portfolio management & underwritingCredit analysis & risk managementClient onboarding & relationship managementMentorship and team collaborationProficiency in Stucky, FactorSoft, and Microsoft OfficeI’m passionate about helping businesses grow through smart, structured lending solutions while safeguarding institutional integrity.

Experience

1. Senior Relationship Manager

   Tab Bank

   Apr 2024 — Present · Ogden, UT, US

   Lead onboarding process for new Factoring and Asset-Based Lending (ABL) borrowers, ensuring full adherence to TAB Bank’s compliance and operational standards.• Conduct detailed reviews of borrower documentation, due diligence, and underwriting to ensure regulatory and inter-nal policy alignment.• Serve as primary point of contact during the onboarding phase, managing client expectations and addressing any com-pliance or operational issues.• Maintain and oversee a portfolio of existing clients, ensuring strong credit quality, performance tracking, and proactive risk management.• Facilitate seamless transition of new borrowers to long-term Relationship Managers after successful onboarding and compliance verification.• Collaborate cross-functionally with underwriting, legal, and operations teams to ensure efficient borrower activation and risk mitigation.

Education

• Weber State University

  Bachelor of Science - BS, Finance and Accounting

  2017 — 2020