M.B. A- educated financial professional with knowledge and skills encompassing diverse areas: commercial credit analysis and credit-related issues, business financial and quantitative analysis and portfolio management. Additional expertise in new business development, government guaranteed lending, strategic planning and project management.
Overview
21
21
years of professional experience
Work History
DIRECTOR OF BUSINESS BANKING
PIEDMONT FEDERAL SAVINGS BANK
WINSTON SALEM, NC
01.2019 - 04.2024
Developed policies, procedures and credit manual
Hired bankers, which has grown to eight
Responsible for developing the GPS Program, a 12-month long training programs targeted to graduates of HBCU
Researched markets and opened two LPOs
Grew portfolio from 0 to 200,000,000
Hired and trained a staff of 12
Opened two Loan Production Offices in Greensboro and Lake Norman
Hired experienced professionals and developed a treasury platform
Spearheaded a management training program designed to increase diversity at senior levels of the organization
Leader of sales for mortgage and retail departments exceeding individual sales goals
Vice-President, Business Development Officer, Market Executive
FIDELITY BANK
Winston-Salem, NC
01.2017 - 01.2019
Develop new outside business and ensure sales of new and existing business within the market
Meet laid out goals and ensure all loans meet bank underwriting criteria
Led sales staff of 8-10 employees in two markets
Responsible for increasing revenue within the market and growing loan and deposit portfolio
Increased individual outstanding loan portfolio by $17,000,000 , which is ranked in the top five of the Bank
Increased market outstanding loans by 50%, which leads the Bank
Produced revenue that moved the market from a loss to a profitability in 6 months
Profitability was top five in Bank
Vice-President, Commercial AML Officer
AML
BRANCH BANKING AND TRUST
Winston-Salem, NC
01.2016 - 01.2017
Officer tasked with managing AML risk in Capital Markets, Community Bank Markets and Oil and Gas Markets
Part of credit team that helped assess risk of loans up to $50,000,000
Consistently exceeded production and quality standards
Chosen to lead various projects within the department
Vice-President, Business Banker
NEWBRIDGE BANK
Winston-Salem, NC
01.2013 - 01.2016
Responsible for directing the efficiency and profitability of an assigned portfolio by implementing corporate strategy and marketing initiatives
Develop new outside business and ensure sales of new and existing business within the market
Meet laid out goals and ensure all loans meet bank underwriting criteria
Met individual goals within three months including commercial loans and deposits
Exceeded quarterly and yearly production goals by 146%
Increased Loan Portfolio by 136% by proactive relationship and network development
Produced $86,000 in fee income which led the Business Banking Line of Business
Chosen to represent Line of Business on various corporate committees and initiatives
Vice-President, Business Banker
TRUSTATLANTIC BANK
Raleigh, NC
01.2009 - 01.2013
Drive performance of Business Banking Division through product development, marketing, hiring and training of personnel and development of operating and sales model
Develop and grow profitable customer base
Management and leadership of retail branches and business bankers
Recruit, train and develop a banking team through leadership and direction of sales behaviors
Increased division profitability by 175% by increasing productivity and efficiency
Developed commercial loan portfolio from scratch and increase C&I portfolio by 175%
Ability to take loan through underwriting and closing
Developed and grew customer base from $0 to $28,000,000 which led company
Business Development Officer
FIRST COMMUNITY BANK
Winston-Salem, NC
01.2003 - 01.2009
Marketed, acquired and maintained commercial sales portfolio for small to medium sized businesses
Developed and maintained deposit, loan and cash management relationships
Developed and implemented new commercial sales techniques
Developed and maintained commercial sales portfolio in excess of $5.5 million producing commercial loans between $10,000 and $3.5 million
Education
Master - Business Administration
Wake Forest University Babcock School of Management
2009
B.A. - Business Administration
Furman University
2003
Affiliations
H.O.P.E of Winston-Salem 2016-Present
Co-founder and current board memberCommunity Care Center of Winston Salem 2018-Present
Leadership North Carolina
Accomplishments
Supervised team of 10 staff members.
Graduated from Leadership North Carolina
Exceeded individual and team sales goals
Received 40 Under 40 Award
Timeline
DIRECTOR OF BUSINESS BANKING
PIEDMONT FEDERAL SAVINGS BANK
01.2019 - 04.2024
Vice-President, Business Development Officer, Market Executive
FIDELITY BANK
01.2017 - 01.2019
Vice-President, Commercial AML Officer
AML
BRANCH BANKING AND TRUST
01.2016 - 01.2017
Vice-President, Business Banker
NEWBRIDGE BANK
01.2013 - 01.2016
Vice-President, Business Banker
TRUSTATLANTIC BANK
01.2009 - 01.2013
Business Development Officer
FIRST COMMUNITY BANK
01.2003 - 01.2009
Master - Business Administration
Wake Forest University Babcock School of Management
B.A. - Business Administration
Furman University
Skills
Sales Presentation
Team Oversight
Direct Sales
Sales Expertise
Business Development and Planning
CRM Software
Sales Territory Growth
Goals and Performance
Product Knowledge
Coaching and Mentoring
Sales Process
Accomplished Manager
Key Account Management
Prospecting Skills
Budgeting and P&L
Advanced Salesforcecom
Strategic Direction
Lender Relations
Quote
The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere.
Barack Obama
Work Preference
Work Type
Full Time
Work Location
On-SiteRemoteHybrid
Important To Me
Company CultureWork-life balance
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