Bill Clift

VP Credit Risk @ JPMorganChase

About

Analytical and hands-on financial executive with demonstrated performance in both financial services and corporate treasury. Client-focused with strong communication and leadership skills and relentless dedication to process improvement. Areas of excellence include portfolio management, underwriting, optimizing debt, investment portfolio and banking structure, cost reduction initiatives and project management. Industry/geographic expertise includes healthcare, energy and international. University of Texas at Austin MBA.

Country

United States

City

Dallas

Industry

Hospital & Health Care

Skill

Credit, Financial Analysis, Financial Modeling, Healthcare, Credit Analysis, Loans, Portfolio Management, Equities, Asset Management, Private Equity, Fixed Income, Structured Finance, Finance, Capital Markets, Derivatives, Bonds, Financial Structuring, Securities, Cash Management, Corporate Finance

Experience

VP Credit Risk

JPMorganChase

2020-11 - Present · 5 yrs 11 mos

Dallas-Fort Worth Metroplex

Healthcare Financial Services

Wells Fargo

2012-4 - 2019-12 · 7 yrs 9 mos

Dallas/Fort Worth Area

Credit team lead for build out of 6 person Southwest Healthcare team. The team’s credit commitments grew to low ten figures and included successful cross-sell into virtually all credit clients. Cross-sell products included treasury management, investment management, procurement cards, municipal bond underwriting and interest rate derivatives.

Assistant Treasurer

Baylor Scott & White Health

2001-9 - 2012-4 · 10 yrs 8 mos

Dallas/Fort Worth Area

Oversaw management and administration of an $850MM corporate debt portfolio, bank relationship management, bank loans, lease financings, liquidity management and treasury operations (50+ bank accounts with 5 liquidity pools) of a $4.0Bn revenue not-for-profit hospital system. Secondary responsibility for management and design of a $2.1Bn investment portfolio (including hedge funds, private equity and real estate), analysis and negotiation of new bond financings, interest rate hedging, real estate financing activities and rating agency relationships.