Brett McLane
Verified Expert in Management Consulting
Management Consulting Expert
Reno, NV, United States
Toptal member since March 1, 2017
Brett has been the lead underwriter on pro rata and institutional credit facilities ranging from $250,000 to over $1.1 billion. With 15+ years of finance experience across the US, including Wells Fargo, Bank of America, and Zions Bancorp, Brett has structured debt transactions for various industries, including gaming, lodging & leisure, construction, food & beverage, software, and investor real estate.
Career Highlights
Education Highlights
Industry Expertise
- Accounting Services
- Finance
- Banking
- Lending & Brokerage
- Investment Banking
- Real Estate
- Financial Modeling
Other Expertise
- Debt Financing
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Gaming
- Risk Analysis
- Three-statement Modeling
Work Experience
Portfolio Manager-Gaming | Vice President
Wells Fargo
- Managed bilateral and syndicated loan books totaling nearly $1 billion in credit exposure to the gaming industry.
- Originated more than $650 million in loan commitments in 2021, generating over $4 million indirect fees and $10 million in shared fees.
- Rated as "consistently exceeds expectations" during semi-annual and annual performance reviews.
Portfolio Manager | Vice President
Zions Bancorporation
- Acted as the subject matter expert for software conversion and implementation.
- Worked with a portfolio of borrowers to develop financial projections on both cash and accrual basis.
- Co-wrote policy and procedure updates for asset-based lending, portfolio monitoring, and various regulatory compliance mandates.
- Maintained and deepened relationships, underwrote and monitored commercial & industrial loans—including commercial real estate, for a $150 million portfolio with a focus on medical/professional practices, leveraged lending, higher risk commercial & industrial, and enterprise value financing (including casino/gaming operators, hotels/resorts, and construction contractors).
Portfolio Manager | Assistant Vice President
Columbia Bank
- Built and implemented a portfolio monitoring program for a community bank during a period of rapid growth and acquisition.
- Led construction monitoring activities for multi-family and industrial building projects.
- Developed a portfolio of food and beverage industry businesses in the rapidly growing Pacific Northwest brewery market.
Financial Analyst
Bank of the Cascades
- Worked as a part of a team of professionals brought on board to pull a small community bank (under $1 billion) out from under an FDIC cease and desist order.
- Implemented solutions for ensuring compliance with internal guidelines, Basel requirements, and federal regulations for a Pacific Northwest loan portfolio.
- Assigned risk ratings to revolving lines of credit, construction loans, land development loans, and commercial term loans for the purpose of capital reserve budgeting.
Portfolio Manager | Assistant Vice President
Bank of America
- Executed and was responsible for underwriting, structuring, documenting, and approving credit transactions for middle market clients with annual revenues ranging from $10 million to $2 billion.
- Performed credit risk analysis with an emphasis on historical and projected cash flows, repayment capacity, industry trends, company management, and collateral valuation for a portfolio of clients with outstanding loan balances totaling approximately $500 million.
- Compiled a rolling 90-day forecast of projected new loans and expected change in existing loan balances on a monthly basis for a Pacific Northwest portfolio of more than $2 billion.
Financial Analyst
General Dynamics
- Generated, analyzed, and presented monthly financial summaries for purposes of identifying risks and opportunities and significant variances to plans to the business area finance manager.
- Prepared project estimates to complete issued project budgets, and monitored program performance in the areas of sales, costs, margin, and cash flow in an earned value Management setting.
- Implemented an Oracle-based MRP system.
- Supported audits for Sarbanes-Oxley and ISO-9001.
Education
Bachelor's Degree in Finance
Virginia Tech - Blacksburg, VA, USA
Certifications
Credit Risk Certification
Risk Management Association
Skills
Finance
Ratio Analysis, Valuation, Credit/Debt, Credit Risk, Three-statement Modeling, Credit Underwriting, Due Diligence, Revenue & Expense Projections, Interest Rate Risk, Price Analysis, Mergers & Acquisitions (M&A), Risk Analysis, Debtor & Creditor Management, Financial Modeling, Financial Planning & Analysis (FP&A), Financial Risk Analysis, Data Analysis, Valuation Modeling, Portfolio Analysis, Equity Research, Corporate Finance, Budgeting, Financial Reporting, Accounting
Industry Expertise
Banking & Finance, Food & Beverage, Commercial Real Estate
Output Software
Microsoft PowerPoint, Microsoft Excel
Other
Gaming, Debt Financing, Analysis, Syndication, Relationship Management, Industry Analysis, Debt Issuance, Tourism, Leveraged Finance, Financial Forecasting, Compliance, Legal, Audits, Management, Corporate Restructuring, Bankruptcy, Risk Management, Negotiation, Leveraged Buyout (LBO), Finance
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