Summer Xie has been a Vp, Portfolio Manager, Middle Market Corporate Lending in Veritex Community Bank since 2019. Additionally, Summer has on-the-job experience at more than seven companies in the related field. Summer has a total work experience of seven+ years. Summer Xie studied at the University of Texas at Dallas from 2011 to 2013. Now they live in Dallas, Texas region. You can find this expert's current phone number and email through our search.
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Summer Xie
Last updated Jun 20, 2024
Contact Information
Workplace
Vp, Portfolio Manager, Middle Market Corporate Lending
Colleagues
Work History
Vp, Portfolio Manager, Middle Market Corporate Lending
8214 Westchester Dr, Dallas, TX 75225
from Apr 2019
Avp, Senior Credit Analyst
Dallas, TX
Underwriting new and renewal CRE, C&I and SBA loans, including credits ranging in sizes from small business banking to corporate level.
Review and analyze company/individual tax returns an...
Jun 2016 — May 2018
M and A Associate at the Vant Group
17766 Preston Rd, Dallas, TX 75252
Sell-side M&A Assisted in sell-side transactions including initial meeting with clients, requesting financial/non-financial info, performing business valuations, preparing marketing packages...
Jan 2013 — Jun 2016
Accounts Receivable Specialist
Dallas, TX
Process and record accounts receivable invoices using QuickBooks
Work closely with management team to maximize collections and provide weekly AR aging reports
Manage and track open accoun...
Jul 2013 — Dec 2014
Financial Research Intern
Dallas, TX
Collaborated with IT department on product management and improvement by conducting competitor analysis
Performed business valuation for pre-IPO companies via DCF method and Multiple Analy...
Jun 2012 — Dec 2012
Team Member
2825 Oak Lawn Ave #p/o box 190468, Dallas, TX 75219
1st Round: Valued the client’s company from Sell-Side based on DCF Analysis, Comparable Company Analysis, and Comparable Transaction Analysis
2nd Round: Valued the client’s company from Bu...
Jan 2012 — Apr 2012
Education
2011 — 2013
2005 — 2009
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Team Leader
Accountant
Credit Analyst
Chief Executive
Investment Analyst
Financial Analyst
Operations Manager
Loan Accountant
Skills
Financial Analysis
Financial Modeling
Corporate Finance
Business Valuation
Mergers and Acquisitions
Valuation
Finance
Equity Valuation
Private Equity
Dcf
Lbo
Investment Banking
Equity Research
Financial Statement Analysis
Small Business
Market Research
Selling
Data Collection