Dan Ferber
Ashburn,VA
Summary
Accomplished financial professional with over 17 years experience in financial services, specializing in commercial lending to the energy sector. Proven track record managing large and complex loan portfolios while providing leadership and guidance to team members.
Overview
17
17
years of professional experience
1
1
Certification
Work History
AVP/Senior Lender
NRUCFC
06.2025 - Current
- Continued portfolio management responsibilities for a $3.2 billion loan portfolio of 40+ borrowers, including many of the company's largest and most complex credit relationships.
- Provide first level of credit review and approval for all underwriting and credit actions on team of three AVPs and a shared Credit Analyst.
- Organize and lead departmental meetings to discuss internal strategies and industry wide issues.
- Serve as PMG representative on cross-departmental teams
- Provide guidance and answer questions on credit analysis/underwriting, loan structuring, competitive pricing, and other portfolio management responsibilities for AVPs and Credit Analysts on both my team and across the department.
AVP/Portfolio Manager
NRUCFC
10.2017 - 06.2025
- Managed a $1+ billion loan portfolio of more than 60 energy sector borrowers, overseeing credit performance, risk ratings, credit compliance, and interest rate repricings and conversions.
- Structured loan facilities and completed comprehensive underwriting and credit recommendations for term loans, lines of credit, project-related financing, and letters of credit.
- Facilitate loan origination through loan closing by working closely with other departments including Legal, Treasury, and Loan Accounting.
- Worked with Portfolio Management Group leadership to provide competitive loan pricing quotes and customized loan proposals to promote portfolio growth.
- Maintained strong relationships with senior management of borrowers through proactive engagement, consultation, in-person attendance at industry meetings, and field visits.
Credit Risk Specialist
NRUCFC
03.2013 - 10.2017
- Created and distributed daily, monthly and quarterly internal financial reports related to loan volume, portfolio composition, and credit quality of $35+ billion loan portfolio.
- Worked closely with VP and SVP of Credit Risk to help guide company’s credit culture with borrower risk rating framework and various credit related corporate practices.
- Created detailed credit profiles on high risk borrowers to distribute to senior management as part of quarterly watch list process.
- Assisted Compliance Specialist with annual covenant compliance process
Senior Specialist
The Bank of New York Mellon
09.2009 - 03.2013
- Started as temporary position; hired full-time March 2010
- Monitored movement of incoming and outgoing wires on custody management system
- Analyzed existing cash balances and pending deposits in client accounts to determine available cash flows for large institutional clients
- Entered and authorized daily bulk currency movements; settlement of FX/CM trades and sending/receiving associated wires
Education
Bachelor of Science - Finance
University of Pittsburgh
Pittsburgh, PA04-2009
Skills
- Commercial Lending/Banking
- Portfolio Management
- Financial Analysis
- Credit Analysis
- Relationship Management
- Business Development
- Risk Management
- Microsoft Office Proficiency
- Financial Software Proficiency
Accomplishments
- Portfolio Growth - have increased net loan volume in my portfolio by over $100 million per year while continue to manage credit risk.
- Member Service Desk Relaunch Team - assisted with mapping of tasks and provide ongoing PMG feedback for activity team tasked with creating a centralized system for tracking all issues that impact borrowers.
- Disaster Recovery Team - Serve as representative for PMG on cross-departmental team that identifies risks to ongoing business operations and tests disaster recovery for all essential business functions twice per year.
- Member Engagement Activity Team - Served as representative for PMG on activity team in 2022 with the goal of using loan portfolio metrics to increase engagement of borrowers. The team created a Focus Accounts list consisting key borrowers that the company planned to target for increased engagement.
- Moody' CreditLens Project - assisted with the implementation and training of a company-wide upgrade to Moody's financial spreading software in 2021.
- Traveled to BNY Mellon office in Pune, India in August/September 2012 as Subject Matter Expert to facilitate and oversee migration of several key functions as part of global business restructuring.
Certification
- Center for Creative Leadership - Maximizing Leadership Potential
- Omega Credit Skills Certification
Timeline
AVP/Senior Lender
NRUCFC
06.2025 - Current
AVP/Portfolio Manager
NRUCFC
10.2017 - 06.2025
Credit Risk Specialist
NRUCFC
03.2013 - 10.2017
Senior Specialist
The Bank of New York Mellon
09.2009 - 03.2013
Bachelor of Science - Finance
University of Pittsburgh