Prepares accurate, clear, well-organized and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline for transactions and comprehensive annual reviews.
October 14, 2022
Evaluate and establish or confirm appropriate ratings for transactions and advise on appropriate exposure level in the context of guidelines for transaction and group level exposure.
January 17, 2023
Monitor and review financial information, updating where necessary to identify any anomalies or discrepancies and ensure management has access to up to date and accurate information.
February 02, 2023
Maintains and communicates an understanding of the dynamics and key drivers of the natural gas and power markets by staying informed on regional activities that would impact TECO's natural gas portfolios.
February 04, 2023
Provides effective analysis of credit including, worthiness of applicant, loan structure, risk return, applicant operating profile and industry profile including historical profit and loss performance, financial condition and cash flow.
March 03, 2023
Demonstrated skills in energy industry analysis and research within the natural gas sector (oil and natural gas liquid experience a plus).
March 25, 2023
Assists with regulatory support tasks related to cost of gas filings, gas procurement planning, prudency reviews, and special projects as needed.
April 25, 2023
Develop and present recommendations for change to functional leadership then handle change management such as developing process documentation, training, communication.
April 28, 2023