Will McCallum

Executive Director

2024 - Current

Director- Golden Section Lending

2021

Chief Financial Officer

2023 - 2024

Vice President, Commerical Lending

2019 - 2021

Commercial Banker with a focus on middle-market businesses. Specialize in creating relationships with clients in order to become a one stop shop for any type of financing need, as well as a central resource for connecting business owners with trusted service/product providers. Custom loan structures to fit client's needs and abilities while promoting expansion at the proper pace. Utilize colleagues in various departments to provide monetary and time saving solutions for clients. Work directly with SBA (Small Business Administration) lenders to provide unconventional solutions to conventional requirement limitations. Partner with our Global and Foreign Exchange desks to provide clients with international financing solutions, including trade finance lending, Ex-Im working capital, export finance and letters of credit.

Vice President, Business Banking

2017 - 2019

Assistant Vice President, Business Banking

2015 - 2017

Relationship Manager

2014 - 2015

Business Banking Relationship Associate

2013 - 2014

Graduate from Amegy's Officer Development Program (ODP) with a focus on small business banking.

Credit Analyst

2012 - 2013

Graduate of Amegy Bank’s Officer Development Program, undergoing formal credit training for approximately 16 months on a path to becoming a small business lender. Through this training, completed three months of Corporate Credit Training in Amegy Bank’s Officer Development Program that focused on the application of financial accounting, financial statement analysis and modeling, cash flow analysis and loan structuring. Worked in multiple lending groups across the bank including middle market commercial lending, Small Business Administration, central loan underwriting, and business banking. Learned the fundamentals of commercial lending including underwriting and sales training. Key elements of credit underwriting include business and financial statement analysis, as well as learning how to determine the company’s needs and the proper loan structure. Prepared in-depth credit packages which included information on the company’s background/industry and financial position, as well as an analysis of the proposed terms, covenant structure, guarantors, collateral, and overall risk grade. Accompanied senior lenders on in-person calls with clients and prospects to develop an understanding of their day-to-day activities, sales approach, and client interaction.

Staff Accountant Intern

2010 - 2010

Medical and pharmaceutical services firm. Internship also included rotations in various departments including Billing, Contracts and Pharmacy Services, to expand experience and obtain knowledge in areas complementing Accounting and Finance. Created journal entries, billing trends, monthly cost analysis and balance sheets for multiple active accounts and clients using SAP Financials module (FICO) and Data Warehouse, resulting in accurate and timely month close cycles Utilized Microsoft Excel to create competitive product pricing variations, delivering a cost savings in procurement of required products. Created multiple client billings for distributed employee payrolls, ensuring that the payrolls were processed and billed accurately and timely.