Precisionlender Webinars

2018 Commercial Banking Trends & 2019 Opportunities

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About this Webinar

2018 has been a challenging year for commercial banks, with loan demand falling short of goals, spreads compressing and credit standards easing. Join us for this webinar, where Gita Thollesson, SVP of Client Success at PrecisionLender will provide a retrospective on 2018 and discuss opportunities for maximizing performance in the context of market realities as we head into 2019.

Gita has nearly 35 years of experience in the financial services industry, including more than 30 years in the global bank loan market. Prior to PrecisionLender, Gita was Director of Analytics for S&P’s commercial loan middle and lower middle market information and advisory business, where she helped grow banks' top-line revenue through proprietary fee, interest income, and ROE enhancing initiatives within the constraints of competitive markets.

What You Will Learn:

  • How is the supply/demand imbalance impacting commercial loan spreads?
  • Is the market preserving its discipline in pricing for risk?
  • What is the potential for winning ancillary business?
  • How can banks maintain a competitive posture while winning deals and growing revenue?

Who Should Attend?

Bank executives, sales leaders, RMs

Speakers

Gita Thollesson headshot

Gita Thollesson

SVP, Client Success

Gita Thollesson is SVP, Client Success at PrecisionLender. Her focus is on helping clients maximize relationship profitability through actionable market insights. Prior to joining PrecisionLender, she spent 12 years at S&P Global Market Intelligence as Director of Analytics for S&P’s commercial loan middle and lower middle market information and advisory business, where she was charged with growing banks' top-line revenue through proprietary fee, interest income, and ROE enhancing initiatives within the constraints of competitive markets.

Thollesson has nearly 35 years of experience in the financial services industry, including more than 30 years in the global bank loan market. Prior to joining S&P, she held management positions with Automated Financial Systems as Manager of Analytics and Loan Pricing Corporation as SVP and Director of Portfolio Valuation Services and Director of Middle Market Analytics. During her tenure with Loan Pricing Corporation, Thollesson designed, developed, launched and marketed several performance oriented analytic products to help banks across the U.S. and Canada maximize revenue while remaining competitive. She also worked with Salomon Brothers as an equity analyst and with Data Resources Inc. as a financial consultant.

Tim Shanahan headshot

Tim Shanahan

SVP, Enterprise Client Development & Success

Commercial banking leaders are constantly looking for ways to increase revenue and profitability, as well as improve the customer experience and colleague experience. As SVP of Enterprise Client Success for PrecisionLender, Tim’s significant career experience in commercial banking makes him uniquely qualified to partner with bank executives in all of these areas.

Prior to joining PrecisionLender, Tim spent over 10 years at Citizens Bank (NYSE: CFG) in various line and support roles, including National Sales Director - Franchise Finance, Chief Operating Officer - Commercial Finance, Director of Commercial Banking Strategy and Growth, and Head of Commercial Excellence. In addition, Tim served as Director of Credit Product Management for BMO Harris Bank.

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Wednesday January 16th

2:00pm ET (60m)

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