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VP, Portfolio Manager

-Manage a team servicing a $1.5MM factoring portfolio.  Created all credit policies, underwriting practices, and operational procedures in order to minimize risk and protect assets of the company.

-Manage a $50MM AR financing portfolio in order to minimize risk to TAB's assets.
-Analyze trends and KPI’s by looking at clients historical, current and projected financial statements and ensure client covenants are verified and maintained as defined in legal agreements.
-Additionally analyze financials in Moodys for KPI’s such as interest coverage, working capital, equity leverage, income statement margins and inventory ratios.
-Prepare credit request for client when an increase is requested analyzing business/product cycles, collateral, industry risk, financial statements and ratios, management, historical and projected operating performance, and cash flow coverage to develop an assessment of the credit risk.
-Develop a working relationship with the client in order to be proactive to their needs as well as proactive to potential loss of TAB's interests.
-Monitor client’s borrowing base certificate through careful analysis of AR aging and lockbox activity.
-Perform annual credit revi

ABL Relationship Manager/Account Executive

-Performed underwriting, due diligence and preliminary approval for potential merchants.
-Developed financial models and analysis to identify trends, evaluate results, and optimize profit for customer satisfaction regarding Credit Card processing.
-Monitored portfolio of merchants to maximize efficiency and satisfaction of credit card transactions.

Risk and Operations Analyst

-Diverse involvement with Interbank FX’s anti-money laundering team reviewing client trade account history to ensure investors adhere to regulations and guidelines set forth by the NFA and CFTC.
-Constantly worked with national and local governments regarding corporations to ensure they were compliant with Interbank FX policies and government regulations.
-Worked 1-on-1 with CEO’s and clients to obtain business relationships with the company.
-Part of a team that provided extensive customer phone and chat support addressing investing inquiries, platform troubles, and trading strategies while processing new account applications.
-Successfully managed and lead team to meet goals in maximizing customer service and satisfaction.

New Accounts/Compliance

-Managed office while directing all incoming and outgoing traffic by using a multi-line phone system.
-Became proficient with standard office equipment by scheduling showings, entering data for surveys and preparing realtor listing and selling packets.

Internship

Find out detailed information about Dustin Green, VP, Portfolio Manager in Clinton, UT

Dustin Green: VP, Portfolio Manager in Clinton, UT

Dustin Green

AmeriTrust Capital Corp

TAB Bank

Premier Payments Online

Interbank FX

Coldwell Banker Real Estate

Colorado State University