James E.

WaFd Bank is a national bank offering simple, straightforward banking solutions to build healthy, thriving communities since 1917.

• Led the development and implementation of loan and deposit growth strategies, significantly increasing regional market share.
• Pioneered the bank's securitization platform, contributing to enhanced process efficiency and risk management.
• Spearheaded the adoption of technology solutions that improved loan processing efficiency and customer service.
• Oversaw the Taxable Variable Rate Demand Bond (TVRDB) program, optimizing the bank's investment strategies.

• Implemented commercial banking strategies that drove significant revenue growth through innovative product offerings.
• Collaborated with the CCO to refine lending strategies, resulting in optimized credit standards and risk management.
• Led technology integration projects, enhancing commercial banking operations and client experience through digital platforms.
• Oversaw the successful launch of new Treasury Management and CRM systems, improving efficiency and customer engagement.

• Transitioned smoothly from divisional to group management, leading the commercial bank with a focus on strategic growth.
• Developed detailed commercial lending strategies that aligned with the bank's overall financial goals.
• Played a key role in expanding the client base through targeted marketing and relationship management.

• Increased loan production by over 300% through strategic business development in the Intermountain West region.
• Enhanced portfolio management and loan servicing processes, improving efficiency and client satisfaction.
• Mentored and developed a high-performing team of producers and analysts, fostering long-term success.

A10 Capital is a nationwide lender specializing in bridge and permanent financing for commercial real estate through flexible capital solutions.

KeyBank is one of the largest banks in the U.S., offering a wide range of financial services including commercial banking and investment management.

• Coordinated the provision of financial solutions for clients across multiple states, enhancing client satisfaction and retention.
• Achieved top national performance in new business origination by securing over $250MM in new loans annually.
• Managed complex client portfolios, focusing on strategic interest rate risk mitigation and loan syndications.
• Led collaborative efforts with Community Bank partners, strengthening regional market presence and relationships.

• Managed over $300MM in troubled loans, successfully reducing KeyBank's risk exposure through strategic restructurings.
• Executed note sales and dispositions, achieving non-performing loan reduction goals.
• Collaborated extensively with legal teams to re-document loans, enhancing the bank's protection and recovery rights.

• Managed a complex $500MM portfolio across diverse loan types, improving portfolio performance and risk management.
• Played a key role in the successful resolution of complex, troubled loans within production offices.
• Cross-sold diverse banking products, increasing wallet-share and client retention through strong relationship management.
• Contributed to internal projects aimed at enhancing risk management and operational efficiencies.

Ziegler is an investment bank specializing in municipal, healthcare, and senior living financing solutions, delivering strategic advisory and capital raising services.

• Underwrote bond transactions for senior housing projects, facilitating the development of essential community infrastructure.
• Conducted comprehensive financial analyses and credit assessments to support successful bond issues.
• Collaborated with cross-functional teams to strategize and manage underwriting processes efficiently.

Koch Industries operates a wide array of businesses including manufacturing, trading, and investments, with a focus on innovation and sustainability.

• Managed a $1 billion municipal bond portfolio with a focus on maximizing returns and minimizing risk.
• Performed credit analysis and assigned shadow ratings, enhancing creditworthiness evaluations for municipal clients.
• Developed and approved financing structures, contributing to successful lease purchase finance and master lease agreements.