Stephanie Caulfield
About Stephanie Caulfield
Stephanie Caulfield is a Senior Credit Officer at City National Bank, with a background in credit analysis and portfolio management spanning over 15 years in the banking industry.
Work at City National Bank
Stephanie Caulfield has been serving as a Senior Credit Officer at City National Bank since 2021. In this role, she is responsible for overseeing credit risk management and ensuring compliance with lending policies. Her experience in credit analysis and portfolio management supports her contributions to the bank's objectives. She operates from the Irvine, California, location, where she applies her extensive knowledge of credit processes to enhance the bank's lending strategies.
Previous Experience at Wells Fargo
Prior to her current position, Stephanie Caulfield worked at Wells Fargo for a total of 15 years. She held the role of Senior Credit Analyst from 2006 to 2014, where she focused on evaluating creditworthiness and analyzing financial data. Following this, she served as Senior Portfolio Manager from 2014 to 2021, managing a diverse portfolio of loans and ensuring optimal performance. Her tenure at Wells Fargo provided her with a robust foundation in credit risk assessment and portfolio management.
Background in Finance
Stephanie Caulfield studied at Texas A&M University, where she earned a Bachelor of Business Administration (BBA) degree with a focus on Finance. This educational background laid the groundwork for her career in the financial services industry, equipping her with essential skills in financial analysis and credit management. Her academic training complements her practical experience in various credit-related roles.
Experience at California Bank & Trust
Before her long tenure at Wells Fargo, Stephanie Caulfield worked as a Credit Analyst at California Bank & Trust from 2003 to 2006. In this position, she was involved in assessing credit applications and conducting financial analysis. This early experience contributed to her understanding of credit processes and risk evaluation, which she has built upon in her subsequent roles.