Tim Hocevar
Managing Director, Custom Credit Group Portfolio Manager at CIBC Private Wealth US
- Role
- Managing Director i Group Portfolio Manager-credit i Cibc Bank Usa i Cibc Private Wealth at Cibc Private Wealth Us
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Managing Director i Group Portfolio Manager-credit i Cibc Bank Usa i Cibc Private Wealth
Oct 2018 — Present · Milwaukee, WI, US
Credit approval authority for new money requests, loan renewals and various amendments to loan structures.Primary responsibility is that of Credit Portfolio Management for highly complex Private Banking transactions across various U.S. Regions. Work closely with team to navigate deals through the credit approval process. Responsible for screening of new money deals with Market Lead and/or Group Head to jointly discuss the structure, risk and resourcesAdvise on credit actions related to the existing portfolio (e.g, structure, waivers, modifications)Ensure reviews, renewals, and reporting are timely and oversee relationship managers to ensure risk ratings are accurateWork with deal team members to identify and address bottlenecks/issues with moving a deal through the Credit and Loan Closing process.Advise on portfolio trends to facilitate consistency in deal structuring.Attend industry events to maintain current market knowledge.Maintain strong partnerships with other business functions/units (i.e. Private Wealth, cross-sell partners and loan services).
Skills
- Investments
- Commercial Lending
- Corporate Finance
- Finance
- Financial Analysis
- Portfolio Management
- Financial Planning
- Mortgage Lending
- Loans
- Credit
- Cash Management
- Securities
- Treasury Management
- Banking
- Wealth Management
- Credit Analysis
- Accounting
- Strategic Financial Planning
- Commercial Banking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.