RMA Event Details

Asset-Based Lending

RMA Women’s Affinity Group Zoom Webinar

Thursday, December 3, 2020
12:00 – 1:30 p.m.

Free for RMA members
Questions for panelists welcome within the Zoom chat

This RMA Women’s Affinity Group Zoom webinar will address all aspects of Asset-Based Lending. The panel will include an ABL relationship manager, a credit officer, a workout officer, as well as a field auditor.

Panelists:

Jessica Melching, Senior Vice President, Senior Commercial Credit Officer, Rockland Trust Company

Jessica MelchingJessica Melching joined Rockland Trust’s Asset Based Lending team as Relationship Manager in March 2017 managing a $215MM loan portfolio of middle market and large corporate size borrowers, responsible for underwriting loan opportunities and providing financial products to meet client needs. Jessica transitioned into the Senior Commercial Credit Officer role in the fall of 2020 covering the ABL, Security Alarm, Dealer Finance, and Corporate teams. Previously, she was a Senior Portfolio Manager at Wells Fargo US Corporate Bank in New York co-managing a team of Analysts and credit workflow for a $1.9B large corporate syndicated loan portfolio focused on aerospace and defense, media and telecom, and industrials.

Overall, Jessica has almost 20 years of experience as a credit and lending professional. She also held various positions in underwriting and relationship management at Wells Fargo Equipment Finance, Citigroup and Morgan Stanley. Jessica earned a Bachelor of Science in Business Administration from Carnegie Mellon University in Pittsburgh. She also completed Morgan Stanley’s credit training program. Jessica has volunteered her time to support the South Shore Chamber of Commerce as Chairwoman of the Business Resource Group since 2017.

Yvonne Kizner, Senior Vice President – Asset Based Lending, Cambridge Savings

Yvonne Kizner, CPA has over 23 years of professional experience in asset-based lending and professional services with specialized knowledge of liquidation values and asset valuation.

She has been an entrepreneur involved in the start-up of two valuation groups (Gordon Brothers in 1995 and Hudson Capital Asset Advisors in 2009) as well as two asset-based lending platforms (New Alliance Commercial Finance in 2011 subsequently acquired by First Niagara and Blue Hills Asset Based Lending in 2016).

Yvonne has significant experience in launching new platforms and is comfortable in all facets of business including revenue generation/prospecting, marketing, operations, accounting, collateral analysis, and managing staff.

She is a seasoned professional with a deep network of referral sources through servicing asset-based lending community in advisory capacities (Gordon Brothers and Hudson Capital) as well as multiple years of driving direct lending new business opportunities.

Kizner has been profiled in the following trade publications:

  • The ABF Journal July 2016, “Starting from Scratch: Keith Broyles and Yvonne Kizner Build an ABL Division at Blue Hills Bank”

  • The Secured Lender June 2017, “Leading the Way: Profiles of Groundbreaking Industry Leaders”

Kate Brunelle VP, Team Leader, Workout Dept., TD Bank

Kate Brunelle has been with TD Bank since 2005. After two years as a Credit Analyst in the Regional Bank, she moved to Workout in 2008 at the peak of the last recession. She has served as a Workout Officer running a portfolio of problem loans for most of her time with the department, and in 2014 took on the additional responsibility of Team Leader.

In her role, Kate leads a team of Workout Officers managing portfolios of commercial loans and manages her own portfolio of credits sized $7.5MM or larger. Her portfolio consists mostly of Regional and Middle Market commercial and industrial loans most of which have some formula or asset based component. She assures that assets are properly marked to market in accordance with regulatory guidelines and develops executes and/or oversees various workout strategies including restructure, note sale, secured party sale, and recapitalization, as well as those within the bankruptcy process.

Kate currently resides in Falmouth, Maine with her husband Kevin and their three girls aged 4, 9, and 11.

Caitlin Martell, Assistant VP, Asset Based Lending, BDC Capital

Caitlin Martell performs field examinations focusing on accounts receivable and inventory for prospective and existing borrowers. In addition, Caitlin is a portfolio manager and helps analyze the day-to-day collateral records provided by the clients in the ABL portfolio.

Caitlin graduated from Stonehill College with a Bachelor of Science degree in Business Administration with a concentration in Finance.

 

Register in advance for this webinar:

https://rmahq.zoom.us/webinar/register/WN_BYRjHOvZR6adjtaSLMu_Hg

After registering, you will receive a confirmation email containing information about joining the webinar.

For more information contact:
Julie Conroy, RMA Administrator
Julie@rmanewengland.org