Motivated Senior Banker with an extensive career in financial services and a track record of driving sales and boosting morale. Hands-on, client-oriented professional who implements creative business development strategies and is dedicated to continuous improvement.
Overview
15
15
years of professional experience
Work History
Vice President/ Senior Private Banker
Arvest Bank
Little Rock, AR
01.2022 - Current
Manage and build client portfolio consisting of physicians, medical residents and high net worth business owners
Conduct annual reviews with clients to uncover financial needs and deepen relationships
Grow portfolio through building and growing relationships with realtors, mortgage loan officers and other COI’s in various industries
Maintain and develop relationships with strategic partners
Increased households by 20% in 2022 through contacting final year medical students and medical residents to educate them on Private Banking and continuously asked current clients for referrals
Exceeded consumer loan goal by 26% in 2022
Dual Branch Manager/Mortgage Loan Officer
US Bank
Jacksonville/Sherwood, AR
01.2021 - 01.2022
Conducted morning huddles with team to discuss plan for day and week
Won Legends of Possible with a staff of 3
Provided servant leadership through demonstrating how to communicate with clients to uncover financial needs
Branch ranked within the top 3 branches in the district during Home Equity contest
Partnered with Small Business banker and conducted outside sales calls together
Led the first-time home buyer workshop presentation
Branch Manager II
Arkansas Federal Credit Union
Cabot, AR
01.2020 - 01.2021
Increased deposit growth from 97% to 107% in first 4 months of employment by coaching tellers and bankers to ask open ended questions
Responsible for growing revenue through loans, deposits, investments and other banking products
Coached and developed branch staff by offering constructive feedback and taking interest in their long-term career growth
Used service reports and sales results to predict future production and to motivate my team
Branch Manager/Mortgage Loan Officer
Washington Federal Bank
Caldwell, ID
01.2018 - 01.2020
Networked relationships with realtors/brokers, title companies, insurance agents and homebuilders in order to indirect market mortgage products to their existing clients
Using a consultative sales approach, matched customers’ needs with appropriate lending solutions
Originated at least 6 mortgage loans a month averaging a total of 1.3 to 1.8 million
Created new revenue streams through walking into new businesses and asking about any business needs that would help make that business more profitable
Facilitated borrower and real estate agent satisfaction by providing exceptional customer service and communication throughout the loan process
In Store Branch Manger
US Bank NA
01.2015 - 11.2017
Managed daily operations of the in-store branch including staffing, customer service, and sales.
Analyzed financial data to identify opportunities for growth and expansion of services offered at the in-store branch.
Planned marketing campaigns to promote new products or services offered by the in-store branch.
Reviewed monthly reports to assess operational performance against established goals.
Senior Director Of Admissions
Brown Mackie College
Boise, ID
01.2010 - 01.2015
Managed key performance indicators in admissions setting to ensure increase of overall metrics and student body; Increased overall interview: application rate by 70% and continued trend during tenure
Created customer service processes enhancing the customer experience through needs-based analysis and implementation
Assisted students with scholarship applications to help reduce student loans
Cultivated relationship-based decisions through active listening and communication
Education
Public Administration -
Argosy University
Phoenix, AZ
03-2013
Business Administration -
Pima Community College
Tucson, AZ
01.1995
Skills
Customer Prospecting
Process Improvement
Contract Negotiation
Business Development
Event Networking
Staff Development
Leadership development certifications
Great Expectations Leadership Program, Education Management Corporation, 01/01/14
NMLS, 01/01/14
Behavior Coaching: The Socratic Method, Education Management Corporation, 01/01/12
Situational Leadership, Brown Mackie College, 01/01/12
Committees
Survivor and Bring the People Chair (Volunteer), Relay for Life, 01/01/11, 12/31/15, Appointed to increase survivor participation.
Employee Engagement Committee, 01/01/13, 12/31/15, Appointed member of committee to increase staff morale.
Staff Development Committee, 01/01/12, 12/31/15, Appointed Chairperson to create and implement development of staff.
Student Involvement Committee, 01/01/15, 12/31/15, Appointed Chairperson to increase participation in governance.
Affiliations
Serve as a Board member for The College of Public Health-UAMS 2021-Present