Plett Advisory Services

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Plett Advisory Services

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  • Contact Us
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About Us

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Work History

Underwriting Philosophy

Work History

 Bank Examiner                                    

  • FDIC Trained
  • Joint Examinations with the FDIC and Federal Reserve


Senior Credit Analyst                         

  • Worked for a multi-billion dollar regional bank                     
  • Produced underwriting for multi-million dollar middle market requests


VP of Credit Risk & Administration

  • Worked fo

 Bank Examiner                                    

  • FDIC Trained
  • Joint Examinations with the FDIC and Federal Reserve


Senior Credit Analyst                         

  • Worked for a multi-billion dollar regional bank                     
  • Produced underwriting for multi-million dollar middle market requests


VP of Credit Risk & Administration

  • Worked for a consortium of financial institutions brokering loan participations
  • Managed all underwriting for $140 million portfolio
  • Managed a team of credit analysts


Underwriting Manager                 

  • Worked for a private equity firm specializing in financing unbankable loans                 
  • Developed underwriting policies, procedures, and risk management framework

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Education

Underwriting Philosophy

Work History

Iowa State University                  

  • B.S. Economics
  • B.A. Political Science


Black Hills State University        

  • M.B.A. - Applied Management


FDIC Seidman Center                 

  • Financial Institution Analysis School
  • Loan Analysis School
  • Commercial Real Estate School

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Underwriting Philosophy

Underwriting Philosophy

Underwriting Philosophy

Loans pay our salaries, so each request deserves a fair shake.


Be skeptical, not cynical.


Error on the side of caution, but don't be afraid to think outside the box.


It's easy to say no and turn down a request, but we can add value by explaining what is needed to make the request feasible.


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