Meehir Mokashi

Associate @ Santander Corporate & Investment Banking

About

Corporate Banking Underwriter & Portfolio Manager with 6+ years of experience across Santander, Capital One, and Bank of America. Returning to Santander to cover the Power & Utilities sector. Previously focused on the consumer sector, with additional experience in leveraged finance and commercial credit. Bachelor of Science in Business Administration (Finance) from NC State.

Country

United States

City

New York

Industry

Financial Services

Skill

Corporate Underwriting , Corporate Banking, Microsoft Office, Analytical Reasoning, Leadership, Financial Analysis, Market Research, Microsoft Excel, Bloomberg Terminal, SQL, Critical Thinking, Market Share Analysis, Amazon Redshift, Tableau, Excel Pivot, Table Tennis, Teamwork, Data Analysis, Microsoft Word, Microsoft PowerPoint

Experience

Associate

Santander Corporate & Investment Banking

2023-12 - Present · 2 yrs 10 mos

New York, New York, United States

CIB - Credit Management Industry Coverage: Consumer, Food & Beverage and Real Estate Energy - Power & Utilities, Renewables

Principal Associate, Leveraged Finance

Capital One

2022-4 - 2023-10 · 1 yr 7 mos

New York, New York, United States

-Acted as the primary account manager for a portfolio of 15 loan accounts -Evaluated accounts and credit facilities by performing financial statement analysis, reviewing spreads, calculating adherence to compliance statements & loan covenants, and assessing the overall risk within the client's business, industry, customer base and geography -Ensured portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities. -Performed research and analysis of industry and market data to complete financial projections. -Ensured compliance with credit policies and procedures for existing accounts -Compiled and synthesized loan, market and company information to complete annual client reviews, and other non-material loan amendments. -Supported the portfolio management team on material loan modifications including renewals, refinancing's and recapitalizations by assisting with due diligence, financial analysis and financial modeling. -Prepared and presented account updates to senior leadership during quarterly portfolio review. -Worked with internal partners to assist with closing process requirements

Assistant Vice President, Commercial Credit Analyst II

Bank of America

2022-2 - 2022-4 · 3 mos

Charlotte, North Carolina, United States

Officer, Commercial Credit Analyst

Bank of America

2020-1 - 2022-1 · 2 yrs 1 mo

Charlotte, North Carolina, United States

- Responsible for credit activities to support underwriting including financial spreading, risk rating, covenant tests, performance based pricing tests. - Responsible for ongoing credit analysis such as completing quarterly Financial Analysis Summaries and Annual Exposure reports - Processed covenant violations and waivers - Gained Approval Authority - Monitor a Middle Market portfolio of companies ranging from $10MM to $3B in revenues - Assist new analyst training - Analyze and risk rate new prospects for the bank - Complete covenant waivers