Will Moss

Conducted Tours, attend open houses, and home inspections with clients. Assisted senior agents with various tasks to provide superior customer service. Licensed real estate agent

Lead a team of portfolio managers. Responsible for managing commercial portfolio risk, including the performance of periodic loan reviews, routine loan modifications, and assisting clients...

I work closely with business owners leading them through the M&A transaction process. It is important to understand the company story to push it for a smooth exit. Blue Sky and myself will c...

Managed $100 million solar construction portfolio - Responsible for ensuring project completion on commercial projects including reviewing site inspections, documentations, and policies.

Managed the Community Reinvestment Act portfolio (loans, PE Investments and tax credits) Provided detailed loan and investment portfolio analysis through monthly and quarterly reports Fun...

Created presentations on working capital solutions for corporations with $500 million or more in revenue. Provided specialized support for relationship managers on trade products to enhanc...

Worked with distressed borrowers to formulate a beneficial exit strategy for the bank and borrowers. Managed a small commercial loan portfolio of approximately $15 million. Managed bank o...

Assisted lending officers in analysis and administration of commercial lending accounts. -Reviewed existing loan portfolios, taking notice for any developing issues or concerns related to cr...

Responsible for managing depository relationships. -Acted as a referral contact for other areas of the bank by maintaining an in depth understanding of all bank products.