Tate Plath
- Role
- Portfolio Manager at Landmark Credit Union
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager
Apr 2024 — Present · New Berlin, WI, US
Manage commercial lending relationships through underwriting, portfolio monitoring, and client support across commercial real estate and business lending transactions.Key responsibilities include evaluating credit opportunities, structuring lending solutions, preparing credit memos, and monitoring portfolio risk to ensure sound lending decisions and long-term borrower success.Highlights:• Underwrote $345MM+ in commercial real estate loan transactions through detailed credit analysis, borrower due diligence, and market research• Conduct financial analysis and underwriting to evaluate loan requests and prepare credit recommendations for committee approval• Monitor portfolio performance through ongoing financial review and risk assessment, identifying emerging risks and opportunities for mitigation• Collaborate with relationship managers, credit analysts, and senior leadership to support deal execution and portfolio quality• Perform stress testing and scenario analysis to evaluate borrower resilience under adverse economic conditions
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