Sergio Perez
Private Equity, Client Service, Corporate & Retail banking professional.
- Role
- Sr Lending Assistant at Comerica Bank
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Sergio Perez
Dynamic financial professional with proven track record in wealth management and…
Experience
Sr Lending Assistant
Jan 2019 — Present · Dallas-Fort Worth, TX, US
Managed $6B portfolio, overseeing end-to-end onboarding and mitigating risk for high-value transactions. Completed Credit College training course, providing framework for credit analysis to allow immediate contribution toward bank’s risk assessment and lending that aligned with core banking principles. Partnered with portfolio managers to model cash flow projections and mitigate risk exposure for high-value transactions exceeding $10M, supporting strategic investment goals. Performed rigorous due diligence on client account, achieving compliance with regulatory standards (AML/KYC) and improving data integrity. Collaborated with relationship managers to identify cross-sell opportunities, driving 12% increase in incremental revenue year-over-year.
Education
Southern Methodist University
Bachelor of Arts (B.A.), Latin American Business Studies
2023
Southern Methodist University
Bachelor's degree, Communication and Public Affairs
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