Collaborative leader that partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
16
16
years of professional experience
Work History
Construction Desk Supervisor
Heartland Bank
01.2020 - Current
Monitor the funding of commerical, residential and agricultural construction projects.
Create efficient ways to allow faster turn times for funding while assuring accuracy and still paying attention to detail, reducing original turn times from two to four months down to five to ten business days
Tracking lien waivers and for was project
Reviewing pre-closing checklist for each new project to ensure that they are being onboarded correctly from master budget, to equity injection, reviewing plans and specs, permits and zoning approval
Holding meetings with Construction team and lenders to review projects to keep building relationships between all sectors strong
communicate with customers and contractors when tough discussion need to be had
Lead team members and teach them to have these conversation and process these transactions so they are comfortable and can work independently
Assistant Manager
Heartland Bank
01.2019 - 01.2020
Supervised day-to-day operations to meet performance, quality and service expectations.
Maintained a clean, safe, and organized store environment to enhance the customer experience.
Developed strong working relationships with staff, fostering a positive work environment.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
Branch Manager
Reliance Bank
11.2015 - 01.2019
Engage in all aspects of branch operations and sales;
Responsible for recruitment, interview process and hiring of all potential candidates for dual branches;
Manage and model customer experience end to end, managing all service interactions;
Develop an exceptional engaged team by creating an atmosphere based on communication and goal attainment;
Identify potential opportunities (both consumer and business), develop market plans;
Adhere to all State and Federal laws and banking regulations;
Identify and market/generate potential client leads and assist in underwriting with loan processing to ensure an efficient and timely process for all potential clients;
Training branch assigned while personal sales and operations to ensure their success and continue branch efficiency and customer service
Universal Branch Manager, AVP
PNC Bank
01.2015 - 08.2015
Engage in all aspects of branch operations;
Responsible for review of all potential candidates in entire district region;
Manage and model customer experience end to end, managing all service interactions;
Identify potential opportunities and making referrals to a broad range of partners and channels;
Build an exceptional engaged team by creating an atmosphere based on communication, goal focus and individual development, while maintaining a fun work environment that people enjoy;
Responsible for maintaining lending pipeline for the branch through personal interaction with customers and acquiring and fostering new lending opportunities;
Ensure that loans, lines of credit and all branch products continue to follow the established rules and regulations for the banking industry at all levels (federal, state and local);
O “Mark of Excellence” award recipient for best individual performer in 2014
O Two-time “Branch of the Month” recipient for overall branch excellence across entire PNC banking network of over 2,700 branches in 19 states and District of Columbia.
Senior Loan Processor
J.P. Morgan Chase
08.2010 - 02.2011
Collect, track and manage all documents required for all applicants;
Evaluate all financial aspects and details, including determining credit billing and credit background of each applicant;
Adhere to the laws, State and Federal based on each State for the loan;
Continue to process loans with their policies and procedures of the companies guidelines;
Manage internal processes for verifying loans at any given time;
Provide excellent customer service to each client and work closely with all departments in the application process to ensure an efficient and timely process for all potential Chase clients.
Universal Banker
U.S. Bank
09.2009 - 08.2010
Managed and maintained over two thousand accounts in the branch;
Responsible for the interviewing, evaluation, hiring and training of all new Universal Bankers in the district;
Ranked as a “Top 5 Banker” each quarter in the district;
Responsible for the opening, maintenance and processing of all accounts in the branch;
Produced timely and accurate internal reports for branch and district managers;
Traveled to other branches within the district to train new employees on bank procedures and ensure optimal efficiency.
Education
SLU for Busy Adults Program - Organizational Leadership and Technology
Saint Louis University
Saint Louis, MO
08.2025
Lead Management Program - Business Administration/Management
Ohio Dominican University
Columbus, OH
02.2011
undefined
Marietta College
Marietta, OH
12.2002
Skills
Branch operations management
Customer service
Customer relationships
Excellent time management skills
Timeline
Construction Desk Supervisor
Heartland Bank
01.2020 - Current
Assistant Manager
Heartland Bank
01.2019 - 01.2020
Branch Manager
Reliance Bank
11.2015 - 01.2019
Universal Branch Manager, AVP
PNC Bank
01.2015 - 08.2015
Senior Loan Processor
J.P. Morgan Chase
08.2010 - 02.2011
Universal Banker
U.S. Bank
09.2009 - 08.2010
Lead Management Program - Business Administration/Management
Ohio Dominican University
undefined
Marietta College
SLU for Busy Adults Program - Organizational Leadership and Technology
Saint Louis University
LEADERSHIP AND ACTIVITIES
CBAO Leadership Columbus Graduate 2019
Leadership Chesterfield, Chesterfield, MO August 2018-Present
Chesterfield Chamber of Commerce Concert Series, Chesterfield, MO – Co-Chair March 2018-August 2018