Sean Kelly
Commercial Banker serving manufacturers, distributors, nonprofits, service companies & chair of several business owner peer groups
- Role
- Commercial Banker and Chair of Several Business Owner Leader Peer Groups at BOK Financial
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Sean Kelly
Sean is a commercial banker focused on serving privately held businesses in the following…
Experience
Commercial Banker and Chair of Several Business Owner Leader Peer Groups
Oct 2018 — Present · Denver, CO, US
CoBiz Financial merged with BOK Financial (Nasdaq: BOKF) on October 1st 2018, increasing our asset size from $4 billion to ~$50 billion and expanding our lending limits and streamlining our loan approval process. I primarily assist locally based and privately held companies the following ways- Owner/user real estate transactions in the $1 -$25 mil range- SBA 7a loans in the $1 -$5 mil range to assist with business acquisitions-$1 -$25 mil lines of credit and equipment loans to help facilitate business expansion- Advising clients on strategies for maximizing the yield on operating cash-Designing a deposit system that maximizes efficiency and protect funds from fraud- International banking, in-house corporate card and merchant processing- introducing local BOK partners to help clients with 401k, custody, trust, individual and corporate investment management and residential mortgage needs.We differentiate in the following ways- A partnership approach that is focused on facilitating introductions and ideas that help you achieve your business goals- I deploy creativity when designing both loan and deposit proposal that are tailored to your unique situation and needs- Direct access to a six person local service team- International banking capabilities with local delivery- in-house corporate card with competitive rebate and free expense management tool- financial strength with a 100-year operating history as evidenced by our investment grade ratings by Moody\'s, S&P, & Fitch- Stability that BOK won\'t be part of additional bank mergers and consolidations- Local and streamlined loan approval process. Our approvers enjoy building a relationship with our clients.
Skills
- Lines of Credit
- Nonprofits
- Responsiveness
- Treasury Management
- Commercial Banking
- Manufacturing
- Listening
- Creativity
- Commercial Lending
- Strategic Connections
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