Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Volunteer
Benjamin Shaffer

Benjamin Shaffer

Noblesville,IN

Summary

Experienced Commercial Vice President, Commercial Lender with a demonstrated history of working in the banking industry. Skilled in Customer Acquisition, Sales, Management, Leadership, Marketing, Credit review, credit underwriting, and financial analysis. Strong finance professional with a Master of Business Administration (MBA) focused in Finance from Anderson University.

Overview

18
18
years of professional experience
1
1
Certification

Work History

VP, Regional Business Banking Relationship Manager

Huntington Bank
07.2021 - Current
  • Identified opportunities to improve business process flows and productivity.
  • Used market insights to capitalize on key business opportunities for new advantageous partnerships.
  • Increased company growth through collaboration with sales and credit departments.
  • Review complex credit requests, structure and present to credit partners and to business owners
  • Monitored key business risks and established risk management procedures.

VP, Commercial Banking Relationship Manager

The Farmers Bank
03.2020 - 06.2021
  • Work with commercial lending prospects to structure finance needs
  • Review, underwrite, and present financing structure for simple to complex C&I, Healthcare, and real estate loans
  • Instrumental in facilitating the PPP loan program alongside another commercial lender
  • Engaged in several bank wide initiatives and committees to further the strategic plans set by the bank's management committee
  • Volunteer with several local non-profit organizations to support our community.
  • Actively participate in Officer Loan Committee and B.O.D. loan committee
  • Time spent in Credit department underwriting new commercial credits to the bank
  • Limited credit approval authority

Vice President, Relationship Manager Private Banker II

Stock Yards Bank & Trust
04.2017 - 03.2020
  • Meet with private practice healthcare professionals to discuss, plan, review, and implement financing strategies for their business
  • Advise healthcare professionals on financial goals, operating expenses, and existing budgets
  • Champion the customer experience, and support them through our entire lifecycle by analyzing income, expenses, and historical data to advise on current, and future financial decisions
  • Structure complex commercial, and personal loans for clients with a net worth in capital, and assets totaling more than $1 million.
  • Present complex credits to officer's loan committee

Vice President, Senior Premier Banker

BMO Harris Bank
06.2013 - 04.2017
  • Closed $15 million in new investments through professional networking, references, and meeting the needs of customers
  • Recognized as a regional leader for business-to-business partnerships, and customer experience
  • Company-wide top performing Premier Banker in 2014, 2015, and 2016 in investments, and business relationships
  • Board member for the Indiana branch Pro-Cess Board, and Employee Engagement Board for BMO Harris Bank
  • Engaged junior Premier Bankers in the region as a mentor, and trainer for their future success.

Assistant Vice President, Branch Manager

BMO Harris Bank
09.2009 - 06.2013
  • Dominated company-wide goals as a top 10% performing branch in 2012
  • Developed the talent of six team members through mentoring, feedback, and set performance goals to help them exceed their yearly goals by 200%
  • Recognized as state-wide leader in mentorship, performance development, underwriting, and loan structuring
  • Advised customers on investments, and secured the top investment referral position for Q1, and Q2 in 2012 region-wide
  • By building trust, and an excellent customer experience, $1 million in new checking account balances was brought in Q4 2012
  • Improved performance by attending the nationally recognized Gehegan training.

Forum Credit Union
01.2007 - 09.2009
  • Year-to-Year recognition for leading a top-performing branch in the entire Credit Union
  • Recognized as 'Rookie of the Year' across the entire company in 2007
  • Analyzed local demographics for sale opportunity, and leads to follow up on
  • Engaged with customers to identify investment opportunities, build relationships, and handle any customer service issues
  • Improved sales team performance through mentoring, goal setting, and specific feedback.

Education

Master of Business Administration - Finance

Anderson University
Anderson, IN
05.2010

Bachelor's in Business Administration and Finance - undefined

Indiana Wesleyan University
Marion, IN
05.2006

Skills

  • Client Relationship Building
  • Proven track record in deal flow management
  • Strong Financial Analysis Acumen
  • Sales Leadership
  • Credit structuring
  • Credit Review
  • Deal Negotiation
  • COI network development
  • Attention to detail
  • Strong organizational skills
  • Excellent written and verbal communication skills
  • Tech Proficient

Websites

Certification

Formally Credit Trained - Omega credit school

Timeline

VP, Regional Business Banking Relationship Manager

Huntington Bank
07.2021 - Current

VP, Commercial Banking Relationship Manager

The Farmers Bank
03.2020 - 06.2021

Vice President, Relationship Manager Private Banker II

Stock Yards Bank & Trust
04.2017 - 03.2020

Vice President, Senior Premier Banker

BMO Harris Bank
06.2013 - 04.2017

Assistant Vice President, Branch Manager

BMO Harris Bank
09.2009 - 06.2013

Forum Credit Union
01.2007 - 09.2009

Master of Business Administration - Finance

Anderson University

Bachelor's in Business Administration and Finance - undefined

Indiana Wesleyan University

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Benjamin Shaffer