Gordon Brothers

Analyst

• Performs on-site engagements consisting of field examinations of prospect and existing asset-based borrower's collateral records and financial reports.
• Analyzes and validates information through detail testing as defined by the field examination program.
• Evaluates accounting system controls and data integrity.
• Documents findings/results of engagements and provides feedback to staff.
• Manages the deliverable to the client from start to finish.
• Contributes to and promotes a positive environment to improve team effectiveness.
• Maintains a current professional development plan reflecting a commitment to self-development.

Senior Analyst, Diligence Services

Manager

• Participate in the execution of asset-based field examinations, including analytic and auditing tasks
• Document and evaluate controls, and implementing test work
• Lead field work and interact directly with borrowers and the financial institution credit team
• Perform pre-loan surveys, pre-funding examinations and rotational field and collateral monitoring examinations to assist lenders in evaluating the integrity of their customer’s collateral
• Review the asset-based borrower's collateral records and financial reports to determine/assess collateral values that secure loans to identify and highlight areas of collateral weakness, of potential risk exposure, and to detect fraudulent activity.
• Apply principles of accounting to analyze financial information,
• Examine and analyst accounting records to determine the financial status of establishment; focusing on accounts receivable, inventory, or other assets supporting the Borrowing Bases
• Effectively perform and document audit activities in accordance with professional standards and methodologies.
• Prepare clear and concise high level written exam reports highlighting areas of risk and exposure, material variances, conclusions reached from testing results, and related recommendations for improvement, if necessary.

Manager, Diligence Services

• Assist the sales and risks teams in successfully structuring and underwriting equipment risk on new transactions
• Monitor the existing portfolio and assist in such activities as early buyouts, end of lease negotiations, equipment returns and inventory remarketing
• Provide inspection and appraisal support for new and existing transactions
• Participate in portfolio reviews including lease profitability forecasting and impairment reviews
• Assist in troubled asset remediation including collection, inspection, valuation, litigation and repossession activities

Manager, Equipment Management

• Travel as needed to inspect and evaluate equipment/assets associated for existing and potential deals and prepare detailed asset valuation reports
• Assist in the marketing and sale of owned equipment
• Analyze data and market trends to make informed judgments about the value of machinery and equipment
• Identify potential issues or defects that may affect asset value
• Maintain current knowledge of industry trends, equipment markets, and resale values

Senior Analyst, Diligence Services

Manager, Diligence Services

Manager, Equipment Management

Manager, Equipment Asset Valuation