Alec Jo Ten
Denver
Summary
Relationship-driven banking professional with extensive experience in commercial lending, business development, and portfolio management. Successfully managed a $54MM Commercial Real Estate portfolio while building strategic partnerships that fostered business growth and enhanced client satisfaction.
Overview
19
19
years of professional experience
Work History
Principal / Partner
Compass Global LLC
Denver
01.2014 - Current
- Led strategic planning and business development initiatives to enhance financial performance and streamline daily operations.
- Oversaw accounting, compliance, and client relationship management to ensure contractual integrity and regulatory adherence.
- Built strategic partnerships to identify and capitalize on opportunities for sustainable business growth.
Business Banking Officer
Westerra Credit Union
Denver
01.2014 - 01.2016
- Originated commercial loans through prospecting, referrals, and Centers of Influence (COIs).
- Originated commercial loans by leveraging prospecting, referrals, and Centers of Influence (COIs) to expand client base.
- Conducted credit underwriting, financial statement analysis, and cash flow analysis to assess loan viability and support decision-making.
- Developed and delivered tailored lending, deposit, and treasury management solutions to meet specific business member needs.
Small Business Relationship Manager
KeyBank
Parker
01.2013 - 01.2014
- Developed new business through networking, referrals, and consultative sales.
- Developed new business through networking and referrals, leveraging consultative sales to identify client needs.
- Prepared commercial loan packages, collaborating with underwriting to provide tailored credit solutions.
- Cross-sold lending, deposit, and treasury management products, enhancing client relationships and increasing account engagement.
Small Business Banking Specialist
U.S. Bank
Denver
01.2008 - 01.2013
- Acquired and expanded business banking relationships, driving profitability through community outreach and referrals.
- Analyzed financial statements to uncover commercial lending opportunities, enhancing client access to financial resources.
- Recommended tailored lending, deposit, and cash management solutions, aligning with client objectives to foster business growth.
- Collaborated with internal partners to enhance client experience and portfolio growth.
Education
Bachelor of Science - Psychology
Upper Iowa University
Madison, WICommercial Real Estate Lending -
Omega Performance
Property & Casualty Insurance -
AdBanker
Skills
- Commercial Lending
- Commercial Loan Origination
- Business Banking
- Commercial Real Estate (CRE)
- Credit & Financial Analysis
- Credit and Financial Analysis
- Treasury Management
- Relationship Management
- Portfolio Management
- Business Development
- Consultative Sales
- Sales strategy
- Risk Management
- Stakeholder engagement
- Revenue growth
- Operational efficiency
- Workflow optimization
- Market analysis
- Company processes and procedures
- Brand development
- Customer relationships
- Strategic innovation
- Key client relationships
- Financial forecasting
- Portfolio management
Affiliations
- Habitat for Humanity Denver, CO.
- YMCA Boys Club Denver, CO.
- Sickle Cell Anemia Fundraising
Timeline
Principal / Partner
Compass Global LLC
01.2014 - Current
Business Banking Officer
Westerra Credit Union
01.2014 - 01.2016
Small Business Relationship Manager
KeyBank
01.2013 - 01.2014
Small Business Banking Specialist
U.S. Bank
01.2008 - 01.2013
Bachelor of Science - Psychology
Upper Iowa University
Commercial Real Estate Lending -
Omega Performance
Property & Casualty Insurance -
AdBanker