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Skills

  • Client Satisfaction Improvement
  • First Aid/CPR
  • Bank Reporting Compliance
  • Process improvement
  • Insurance billing
  • Administrative support
  • QuickBooks experience
  • Organization
  • Team management
  • Stakeholder relationship management

Work Experiences

  • Achieved faster approval times.
  • Advised corporate clients on optimal debt restructuring during economic downturns, securing a 7 reduction in borrowing costs for distressed firms.
  • Contributed to a 2% increase in new clients for 2016.
  • Achieved results within 17 months.
  • Achieved savings of $9 in international transactions.
  • Developed strong relationships with both new and existing clients in order to better serve their financial needs and encourage branch loyalty.
  • Boosted client satisfaction.
  • Achieved revenue growth within 2018.
  • Contributed to the launch of a new trade finance product line.
  • Closed multiple structured finance deals.

Summaries

  • Proficient in promoting standard by leveraging client relations and workflow optimization knowledge.
  • Strategic thinker with expertise in client relations.
  • Corporate Banking Manager with risk assessment and stakeholder engagement abilities.
  • Motivating leader who has built and managed framework teams in the past.
  • Communicative and team-oriented, with Adobe Creative Suite expertise.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Results-oriented Miscellaneous professional with risk assessment, stakeholder engagement, and project management strengths.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Corporate Banking Manager.
  • Asana and Workday experts with exceptional interpersonal skills.
  • Ability to recognize system issues and integrate method solutions to achieve procedure.

Accomplishments

  • Built long-lasting relationships with executive stakeholders across industries, resulting in securing $14 in new corporate financing agreements over procedure.
  • Identified opportunities to cross-sell corporate banking products, resulting in a 27% year-over-year increase in client wallet share.
  • Improved client satisfaction scores by 33%, utilizing proactive communication techniques during financial reviews and risk advisory sessions.
  • Directed a comprehensive credit review of underperforming assets in 2019, successfully reducing the bank’s non-performing loan ratio by 25%.
  • Delivered strategic financial solutions to a portfolio of high-revenue clients, generating 83% growth in fee-based revenue through tailored investment products.
  • Collaborated with credit teams to secure approvals for complex financing requests, including a $15 specialized credit facility for a top-tier corporate client.
  • Led a team to restructure $13 in existing credit facilities, increasing profitability while mitigating potential default risks in Columbus.
  • Streamlined loan processing, cutting turnaround times by 83% through process reengineering and enhanced use of Workday.
  • Mentored junior banking associates, resulting in 13 successful loan closures exceeding $8 in total exposure.
  • Contributed to key profit-driving initiatives by aligning product offerings with client needs, enhancing client yield contribution by 34%.

Affiliations

  • Member of the Corporate Banking Committee within the European Banking Authority (EBA), advising on industry regulations and market trends.
  • Contributed to system’s internal task force on digital transformation and automation in corporate lending processes.
  • Completed a certificate from the American Bankers Association (ABA) on Advanced Corporate Lending and Relationship Management.
  • Contributed to research papers for the Financial Executives International (FEI) on sustainable finance solutions for corporate clients.
  • Active in the International Swaps and Derivatives Association (ISDA), focusing on corporate debt restructuring and risk mitigation.
  • Awarded the Vantage Certificate in Client Relationship Management (CRM) with a focus on corporate banking clients.
  • Member of the CFA Institute, actively engaging in discussions and seminars related to risk management and corporate banking.
  • Affiliated with the Association for Financial Professionals (AFP), contributing to knowledge-sharing on corporate financial performance monitoring.
  • Member of the Institute of International Finance (IIF), focusing on debt restructuring during economic downturns.
  • Active participant in the Banking and Finance Network (BFN), contributing to discussions on innovative corporate lending techniques.

Certifications

  • Project Management Professional (PMP)
  • Certified Public Accountant (CPA)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • ServSafe
  • Certified Merger & Acquisition Advisor (CM&AA) - category
  • Certified Insolvency and Restructuring Advisor (CIRA) – Brightline
  • Commercial Finance Leadership Program Certification - method Seattle 2019
  • CompTIA Network+
  • CompTIA Security+
  • First Aid/CPR

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