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HomeMy WebLinkAboutBayside ResumesAdam R. Dunshee, CICP, ICCE, AMLCA adam.dunshee@gmail.com 500 NE 50th Terrace, Miami, FL 33137 Telephone 786.879.7300 Summary of Qualifications • 9 Years Experience in Credit Analysis and Underwriting • Small Business and Trade Finance Focus • Bilingual and Capable in Spanish -Only Environment • Broad Exposure — Microfinance to International Banks • Versed in Collection Negotiations and Creditor Claims • Peer Training and Supervisory History Experience Wells Fargo Bank, N.A. Sept 2014-Present Credit Analyst 3 — Global Financial Institutions, Americas Miami, FL • Lead analyst within Risk Underwriting unit for correspondent portfolio totaling over $400MM and 15 relationships in Costa Rica and the Dominican Republic • Responsible for 4-5 annual reviews monthly with recommendations across entire Americas portfolio — Canada to Argentina • Scope of annual reviews included study of borrower's financial performance, place in financial system, strength in management, assessment of macroeconomic environment, and recommendations for credit limit(s), tenor, and borrower rating • Performed quarterly reviews of individual banking systems assessing CAMELS ratios, changes in regulations, acquisitions, and other relevant events to maintain or change borrower ratings between annual reviews • Provided support to Relationship Managers and Product Partners to advance opportunities within credit policy guidelines Miami Bayside Foundation, Inc. March 2011-Present Board of Trustees / Loan Committee Member (Unpaid) Miami, FL • Served on Foundation's small business loan committee and appointed by City Commissioner Marc D. Sarnoff to Foundation's Board of Trustees in January 2013 • Reviewed loan applications and provided commentary and recommendation to loan committee members including loan amount, disbursement schedule, security interest, repayment tenor, and pricing • Developed loan pricing model, loan loss reserve calculation, and Foundation's microfinance pilot program fc r ccre ixs up to $10M ▪ Cr% • Approved funding to date totals over $1.7MM for minority -owned small businesses in the City of Miami (4 3- 70 Brightstar Corp. May 2013-Sept 2014•"4 Senior Credit Analyst Medley, FL c w C) • Fully responsible for A/R portfolio of over $350MM and 600 customers in the Latin America North region f • Approved and/or recommended customer credit limits in amounts up to $40MM with personal credit auti y I• to $MM • Oversaw administration of credit insurance program covering $450MM in volume and a $1MM discretional xred -limit) • Executed projects including online credit application portal and restricted party screening platform for EuroanClquisition November 2011-May 513 Miami, FL Continental National Bank of Miami Credit Analyst • Led bank's annual OCC review of lending exposures over $500M reporting to Chief Credit Officer and ultimately OCC examiners • Portfolio covered $75MM in assets and 60 relationships spanning from real estate holding companies to high net worth individuals • Researched and drafted post -funding credit analysis making structural recommendations for risk rating, collateral, and renewals • Performed cash flow (traditional & UCA) & ratio analysis, loan -to -value, and adjusted guarantor personal financial statement • Underwrote new loans and renewals up to $4MM for consideration of Bank's Loan and Discount Committee OUR Microlending, LLC April 2010-December 2010 Microfinance Specialist (Independent Contractor) Miami, FL • Marketed and sold short-term asset -based commercial loans (e.g. working capital, inventory purchase) to primarily Spanish- speaking only customer base in amounts up to $20M • Responsible also for bimonthly collection visits, reschedulings, and loans renewals for funded borrowers International Risk Consultants, Inc (IRC) January 2006-Sept 2008 Associate Houston, TX • Sold and serviced short- and medium -term trade credit and political risk insurance targeting small to Fortune 500 businesses, corporate lending institutions, and private equity investors across a six -state region • Placements included Export -Import Bank (Ex-Im Bank), foreign ECAs, and all private sector underwriters covering more than $400MM annually in sales and funding • Negotiated and bound counterparty credit limits ranging in amounts up to $20MM with repayment terms as long as 7 years • Advised and delivered noninsurance-based trade and working capital solutions (e.g. factoring, forfaiting, collections) to clientele • Prepared training sessions, mentored, and assisted in supervision of 5 junior associates Junior Associate Columbus, OH • Interfaced with clients and underwriters based in US and overseas on credit limits, renewals, pricing, and new business items • Performed daily credit analysis of various loan types (e.g. revolving, capital equipment, warehouse) for non -US borrowers underwritten by Ex-Im Bank, foreign ECAs, or private sector underwriters • Audited trade and transportation documents (e.g. purchase orders, bills of lading) for compliance issues and claim simulation • Reviewed creditor claim materials and negotiated settlements from insurer Education • University of Denver, Josef Korbel School of International Studies June 2009 Master of Arts; Global Finance, Trade, and Economic Integration Denver, CO • Emory University May 2002 Bachelor of Arts; Spanish Atlanta, GA Certifications & Affiliations • Anti -Money Laundering Certified Associate, Florida International Bankers Association, Miami, FL • Certified International Credit Professional & International Certified Credit Executive, National Association of Credit Management, Columbia, MD • Screening Committee Member, Miami International Film Festival, Miami, FL • Shorts Competition Juror, Miami International Film Festival, Miami, FL • Past President, Morningside Civic Association, Miami, FL • Past President, Miami Neighborhoods United, Miami. FL C37 2 7.0 rq CD CHEL S EA S. JONES FINLEY 9499 N.E. 2nd Avenue, Miami, FL 33138 Cell (954) 449-5247 • chelseasfmsdc.orq OBJECTIVE To secure an executive post that promotes operational excellence and employs my professional experience, skill -sets and knowledge in the accomplishment of organizational goals and objectives. PROFESSIONAL PROFILE More than seven years of progressive experience in Business Development, and Customer Service Relations. Three years of experience in the Aviation Industry. EDUCATION 2012 — 2013 2002 — 2005 Masters of Aeronautical Science Specialization: Aviation Aerospace Safety Systems Embry -Riddle Aeronautical University GPA 3.917 on 4.0 scale B.Sc. Aviation Science, concentration Management Florida Memorial University Graduated Summa Cum Laude- GPA 3.967 on 4.0 scale Worldwide, Online Miami, Florida PROFESSIONAL EXPERIENCE Southern Florida Minority Supplier Development Council Miami, FL The Southern Florida Minority Supplier Development Council (SFMSDC) is a regional affiliate council of the National Minority Supplier Development Council (NMSDC) and the liaison between corporate America, government agencies and Minority Business Enterprises (MBEs). The SFMSDC's mission is to link corporations and government agencies with MBE to foster business development and expansion. Vice President of Operations April 2014 — Present This role includes the primary responsibilities of the Certification Manager position, in addition to the following: (7, 1' - - 71 • Develop Standard Operating Procedures for the SFMSDC -; • Oversee certification operations for all service area (-)rn -17 Fri • Supervise certification department, FDOT staff, interns and volunteers c �' • Overall supervision of staff and management of Council in President's absence c)- © CD • Provide business consultation and advisory services to certified MBEs �r=z Fri • Provide MBE business referrals to NMSDC corporate network 3 = Fri■ Conduct presentations and exhibits at various civic events _-- t 0 • Represent the Council at business conference and meetings rn • Complete special projects :� CD CHELSEA JONES FINLEY Cell: (954) 449-5247 Page 2 of 4 Certification Manager May 2009- March 2014 • Identify and evaluate potential MBE suppliers in accordance with established program guidelines and procedures of the NMSDC • Conduct MBE site visits to assess vendor capabilities and assist with compliance concerns • Review and evaluate legal corporate and financial documentation for various corporate structures • Administer certification training for new and present staff and Certification Committee • Facilitate monthly Certification Committee meetings, MBE Orientations and Industry Group meetings • Serve as the principal liaison for the Certification Committee • Complete monthly reports for the Board of Directors and NMSDC Field Services Department • Represent the SFMSDC at external activities hosted by MBE related organizations, corporate members and government agencies Coordinate, plan and execute the major events of the Council with Programs and Events Committee under the direction of the President - Annual Business Expo, Awards Gala and Business Alliance Reception Program Director, Miami GrowFL Program July 2012 — June 2013 In July 2012, the SFMSDC became a partner in the GrowFL Program, a statewide initiative of the Florida Economic Gardening Institute at the University of Central Florida that is focused on cultivating the growth of companies across the state of Florida. • Identified and recruited qualified second -stage companies that meet the State of Florida criteria • Coordinated 10-15 CEO Roundtables and a minimum of two CEO Forums for second -stage companies • Provided interaction and support to the Strategic Research Group Leader and GrowFL team • Completed Level 1 Economic Gardening Certification • Managed quarterly reports in accordance with the GrowFL specifications • Marketed each aspect of the program Project & Member Services Coordinator Jan 2008 — May 2009 • Completed MBE recertification and MBE reciprocal certification • MBE and corporate members file data management • Coordinated general office functions • Organized and executed networking events hosted by the Council • Served as the principal liaison for the SFMSDC Programs and Events Committee • Supervised volunteers and interns n T� sa Ci Project Coordinator Feb 2007 -2,ljn '"8 - 3a • Completed special projects and research ©�-' a • Assisted with grant writing and document proof reading r., • Planned and coordinated Council's event y • Assisted with accounts payable and receivables (invoicing and payment remittance) • Coordinated travel arrangement and meeting scheduling m Xa 0 rn P1 D CHELSEA JONES FINLEY RECEIVE �3, G APR 0 M ; l,n Cell: (954) 449-5247 Page 3 of 4 OFFICE TY OF MIAMICLERK Commercial Jet, Inc. Miami, FL Commercial Jet, Inc. specializes in heavy maintenance and modification services, complete airframe inspections, freighter conversions, interior modifications and avionics upgrade programs. Executive Assistant Jan 2006 — Feb 2007 • Provided administrative support to the General Manager and Director of Marketing and Sales • Completed confidential accounting projects for modified aircrafts on behalf of the executive team • Prepared Workscope Authorizations and Aircraft Modification & Service Agreements • Preserved records and regulatory filing for all aircrafts maintained and modified • Generated daily reports on aircraft repairs and modification progress • Maintained standard operating procedures and an awareness of a safe work environment • Conducted presentations and administered reports at weekly management meetings • Scheduled and prioritized executive meetings and appointments Internship May 2005 — Aug 2005 • Designed and implemented a graphing system exclusively used and monitored by the management team to track and update all aircraft modifications and processes in meeting organizational goals ■ Preserved records and regulatory filing for all aircrafts maintained and modified Florida Memorial University Miami, FL School of Aviation, Safety & Security Florida Memorial University is a diverse institution, transforming lives and helping to create a future for students from many races, ethnicities, countries, religions, and socio-economic backgrounds. School of Aviation Student Assistant Aug 2002 - Dec 2005 • Provided administrative and classroom support to the Director, professors and division administration • Conducted counseling and study sessions for students of the Aviation Department • Completed projects as required by professors of the Aviation and Computer Science Departments • Controlled the disbursement of information to current and prospective students National Helicopters Services Limited (NHSL) Trinidad, W.I. National Helicopters Services Limited is a joint venture between the Government and the National Gas Company of Trinidad and Tobago formed for the purpose of providing offshore helicopter services to the oil/ gas sector and services to the Government in emergency and or disaster situations. Avionics Specialist Oct 2000 — Aug 2002 • Conducted routine inspections of the BO105, S76-A and S76-A++ aircrafts in accordance with the Civil Aviation Administration (CAA) • Performed unscheduled and approved repairs to electronic equipment in compliance with the manufacturer's specifications and regulatory authorities • Provided support to the airframes and powerplant maintenance team ■ Responded to emergency aircraft concerns and maintenance alerts • Completed reports for upper management and engineering team ■ Authorized to complete all aircraft battery servicing and reconditioning in compliance with manufacture's specifications and the CAA — only authorized agent in the company CHELSEA JONES FINLEY Cell: (954) 449-5247 Page 4 of 4 British Petroleum Trinidad, W.I. British Petroleum (BP) is one of the world's largest energy companies, providing fuel, energy and light, retail services and petrochemicals products. Terminal Plant Operator Oct 1999 — Oct 2000 • Conducted daily inspections of Terminal Department equipment and processes • Performed routine repairs and preventative maintenance of Terminal equipment • Participated in daily safety meetings and drills • Completed daily maintenance reports for Terminal Control Department • Maintained and updated electronic data shared by the Executive Control Team • Liaised with contractors and BP employees PROFICIENCIES j COMPUTER LITERACY AND SKILLS Microsoft: Word • Excel • PowerPoint • Access • Publisher Internet Explorer • Outlook Excellent communication skills (oral and written) • Solution -oriented and results -focused Ability to prioritize and multi -task • Works well with diverse constituencies Team player • Works well with limited supervision Excellent customer service and presentation skills Experience in confidentiality reporting, management support and problem resolution CERTIFICATES j TRAININGS Florida Economic Gardening Program Director • NMSDC Certification Staffer Training Project Management • Business Writing Outrageous Marketing Strategies Leadership and Customer Service • Strategic Selling The Women's Conference (Management & Leadership Skills for Women, Assertive Communication Skills, Dealing with Difficult People) Journeyman Certified (Industrial Maintenance) • Private Pilot MEMBERSHIP Alpha Kappa Mu Honors Society Alpha Eta Rho Aviation Honors Society