Kevin Wortman is a financial management executive with over 28 years of experience in lending, leasing, structuring, and portfolio management. He has led teams of up to 60 professionals and managed loan and lease portfolios valued at $25 billion. Currently, he leads a team of 31 professionals addressing workouts and restructurings for a global financing company. Wortman has extensive experience developing credit processes, underwriting transactions, and managing risk. He has earned credit lines up to $20 million and engaged over $6 billion in loan and lease deals.
1. WOODBURY, CT
KEVIN G. WORTMAN KEVIN WORTMAN | LINKEDIN
KGWORTMAN@CHARTER.NET
PROFILE
Financial management executive with over 28 years of experience in lending, leasing, structuring, Accomplishments
workout, documentation and portfolio management. Innovative and skilled in structuring lease and
Built and organized a 31
loan transactions for corporate and commercial financing. Skilled negotiator with outstanding
member professional team
business, management and analytical background. Proven leader and well trained communicator.
addressing a $25B+ lease
and loan portfolio
EXPERIENCE
Senior Vice President, Workout Leader January 2006 – Present Engaged $6B+ of loan and
Global Restructuring Solutions lease transactions over five
General Electric Capital Americas, Danbury, Connecticut
years
Lead 31 decentralized credit/underwriting professionals in three financing platforms and counseled
one international platform. Proactively engaged Chief Credit Officers, Portfolio Management, Resolved $1B+ collateral
Accounting and Legal to drive better solutions, improved diligence and robust communications. Met gap risk over five years
personnel fulfillment goals and focused on individual skill development. Embraced regulatory
requirements and participated in readiness tasks. Coached to success and built shared/adjacent Generated $74 million of
platform business relationships. Built team culture through rhythmic communication. Earned credit lease and loan income over
lines of $20 million.
five years
Senior Vice President January 2001 – December 2005
Developed and mentored
Strategic Asset Financing Group
10+ risk lease and loan
General Electric Capital Corporation, Danbury, Connecticut
professionals
Lead 60 portfolio management professionals in a $25 billion loan and lease portfolio. Built and
launched a domestic restructure and workout group comprised of 28 professionals. Formulate Drove regulatory readiness
portfolio management strategies for deals ranging from $100,000 to $75 million. Mitigated loss, process build with robust
generated substantial fee income and retained customers. Earned credit lines to $7.5 million reporting and performance
metrics
Vice President, Sr. Risk Manager Sr. Risk Manager January 1998 – December 2000
Equipment Services Group Earned Advanced
General Electric Capital Corporation, Danbury, Connecticut Communicator Gold and
Competent Leader
Lead risk management and underwriting for four equipment service components. Managed a team Toastmaster public speaking
of three Risk Managers. Developed credit underwriting processes, documentation routines and
awards
equipment inventory maintenance. Lead underwriter for high tech electronics industry; earned
credit lines to $4.5 million. Conducted global credit and collateral analyses for mid ticket loan and
lease transactions
Identified and managed enterprise risk within a $1billion lease and loan portfolio
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2. WOODBURY, CT
KEVIN G. WORTMAN KEVIN WORTMAN | LINKEDIN
KGWORTMAN@CHARTER.NET
Credit Manager Senior Credit Analyst January 1993 – December 1998
Electronic Services Group and Intermediary Funding Skills
General Electric Capital Corporation, Hunt Valley, Maryland
Leadership
Lead domestic credit and operations comprised of 8 underwriting and documentation professionals.
Completed high tech underwriting exceeding $500 million annually. Built robust lease loan volume Financial Analysis
and interacted regularly with sales account executives. Negotiated and prepared domestic and
foreign lease and loan documentation. Earned credit lines to $2.5 million Collateral Analysis
Vice President 1992 – 1993 Lease Structuring
Assistant Vice President 1989 – 1992 Loan Structuring
Assistant Credit Manager 1987 – 1988
Senior Account Manager 1985 – 1987 Workouts
Account Manager 1983 – 1985
MNC Commercial and Maryland National Bank Restructurings
Successors to Nations Bank of Maryland, Towson, Maryland
Documentation
Lead a team of eleven financial service professionals. Managed regional loan operations, accounting,
Communication
personnel and portfolio management. Serviced a Mid-Atlantic regional calling area and determined
the financing needs for a mid-market loan portfolio exceeding $100MM. Developed and cultivated
Talent Development
bank lending relationships. Presented loan modifications and recommendations to senior loan
committees. Directed/reviewed loan documentation. Conducted financial and collateral analyses.
EDUCATION
Masters in Business Administration
University of Baltimore, Baltimore, Maryland
Associate of Arts, Accounting
Essex Community College, Essex, Maryland
Bachelor of Science, Business Administration, Concentration in Finance
Towson University, Towson, Maryland
Bachelor of Science, Economics
Towson University, Towson, Maryland
ACTIVITIES & AWARDS
Designer and Webmaster, Westconn Toastmasters (www.westconntoastmasters.org)
Westconn Toastmasters, Danbury, Connecticut, Club President, Member since 1993
Ridgefield Toastmasters, Ridgefield, Connecticut, Club mentor since June 2011
2005 US Equipment Financing Commitment to Excellence Award
2004 Simplicity Leadership Award
2004 Risk Achievement Award
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