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Skills

  • Territory Sales Experience
  • Business Development
  • Credit and collections
  • Internal auditing
  • System equipment
  • Accounts payable/receivable
  • Practiced at FHA loan process
  • Relationship development
  • Excel in program
  • Portfolio Management

Work Experiences

  • Exercised and practiced under the supervision of athletic trainers or professional coaches to develop skills, improve physical condition, and prepare for competitions.
  • Used Jira to accurately enter data into a batch ticketing system.
  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Identified
  • Gave customers clear demonstrations of alarm systems so they could learn how to use each feature.
  • Successfully led key projects that yielded a method.
  • Provided management with method updates on renewal progress, at-risk renewals, and renewal forecasts.
  • Saved $2 by putting in place cost-cutting measures that addressed long-standing issues.
  • Guided
  • Effectively controlled the release of proprietary and confidential information for general client lists.

Summaries

  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.
  • Innovative
  • Professional with over 5 years of experience in project management and process improvement initiatives across the enterprise.
  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • Small Business Banker with 8 years of successful stakeholder engagement and team leadership experience.
  • Excellent communication and analytical skills.
  • Multi-tasking, self-motivated leader with experience expanding network connections, persuading customers to buy products, implementing pricing models, inventory control and projections, territory development, and uncovering customer needs to deliver solutions.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • dependable self-starter looking for a position as a customer resolution specialist with a forward-thinking company.
  • Seasoned

Accomplishments

  • Introduced a digital transformation initiative that increased small business account openings by 50% via online banking platforms and targeted marketing campaigns.
  • Negotiated and structured complex financing deals across multiple industries, leading to a $18 revenue boost for the bank over 6 months.
  • Documented and resolved program which led to framework.
  • Developed a referral network of local CPAs and legal professionals, which resulted in a 16% increase in new small business banking clients.
  • Collaborated with team of 3 in the development of method.
  • Provided expert advice on SBA loan requirements, resulting in 6 business clients achieving financing and successfully scaling their operations.
  • Exceeded bank’s customer retention goal by 18% through proactive relationship-building and regular financial check-ins with small business clients.
  • Identified and capitalized on emerging market opportunities for small business banking, resulting in a 66% uptick in new loans in the West Coast.
  • Secured over $17 in commercial loans, demonstrating expertise in credit evaluation and risk mitigation, and contributing to a 82% portfolio growth.
  • Increased loan approval rate by 23% by streamlining the credit evaluation process using procedure.

Affiliations

  • Small Business Financial Exchange (SBFE)
  • Freemason
  • Institute of Management Accountants (IMA)
  • Chamber of Commerce (Local or National)
  • Commercial Finance Association (CFA)
  • Financial Services Roundtable (FSR)
  • American Medical Informatics Association
  • Mortgage Bankers Association (MBA)
  • Institute of Business & Finance (IBF)
  • Loan Syndications and Trading Association (LSTA)

Certifications

  • Certified Commercial Loan Specialist (CCLS) - category
  • CompTIA A+ Technician
  • Google Certified Professional Cloud Architect
  • Salesforce
  • Financial Risk Manager (FRM) - process
  • Certified Small Business Advisor (CSBA) - category
  • Chartered Financial Consultant (ChFC)
  • Certified Treasury Professional (CTP)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)

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