Jack Ellerin

Background

About Jack Ellerin

In conjunction with business development officers, I am responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. My portfolio consists of both corporate and municipal debt issuances, as well as a unique number of First Mortgage Obligations for numerous G&T electric cooperatives. I am quite familiar with the mandatory tenders, 144A/RegS exchanges, consent solicitations and have handled several large successions over my 20+ years in this field. Many of my clients go back over 20 years, as I strive to cultivate long-term relationships. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. Responsible for meeting certain revenue, new business and expense goals. I also manage staff, assist with hiring new staff, and/or training staff to successfully meet business objectives.