Braden Mork
Verona,WI
Summary
Seasoned banking professional with 8 years of experience, currently serving as AVP Business Services. Proven track record in managing and growing commercial portfolios, excelling in business development, loan negotiation, and risk management. Seeking to leverage extensive expertise in a Vice President - Commercial Lending role to drive client growth and strengthen financial partnerships.
Overview
9
9
years of professional experience
Work History
AVP Business Services
Summit Credit Union
Madison, WI
05.2024 - Current
- Currently maintain a loan portfolio of $80M with deposit portfolio of $65M
- Grew the inherited portfolio by 25% or $20M in loan originations in 2025
- Assisted in implementing new market strategies targeted at higher net worth and real estate driven members by direct networking and continuous outreach
- Partnered with Treasury Management and Retail banking to increase market presence in targeted markets which was achieved by increasing Treasury Management revenues by 20% and adding 40 new households to Summit Credit Union
Vice President - Business Banking Relationship Manager
Associated Bank
Madison, WI
06.2023 - 05.2024
- Develop and maintain a portfolio of business clients, assess their financial needs, and provide customized banking solutions to support growth and establish enduring relationships.
- Manage a substantial portfolio, including $40 million in loan services and $85 million in deposit accounts.
- Expand the market presence, achieving a 30% increase within the initial nine months of engagement.
- Maintain market stability and client satisfaction during periods of significant employee turnover.
Business Banking Relationship Manager
Lake Ridge Bank
Madison, WI
08.2022 - 06.2023
- Cultivated a robust portfolio through strategic negotiation of loan terms, ensuring compliance with credit policies and managing risk effectively.
- Enhanced portfolio value by $3 million, a 50% increase, within a seven-month period through diligent client relationship management and loan administration.
- Expanded business offerings to existing and prospective clients by effectively cross-selling a suite of financial products, including deposit accounts and wealth management services.
Wealth Management Commercial Credit Analyst 5
U.S. Bank
Madison, WI
02.2022 - 08.2022
- Formulated detailed credit proposals for affluent clients, emphasizing loans ranging from $1 million to $35 million, while maintaining adherence to stringent banking guidelines.
- Executed comprehensive financial assessments and underwriting tasks, delivering insightful projections and global cash flow analyses to forecast fiscal developments.
- Offered essential analytical support to loan officers, aiding in prudent credit decisions and the development of effective risk management approaches.
Senior Credit Analyst/Lead Commercial Underwriter
Capitol Bank
Madison, WI
05.2021 - 02.2022
- Conducted thorough underwriting for complex loan applications, ensuring compliance with bank policies and regulatory standards while managing risk across four lending portfolios.
- Collaborated with Commercial Lenders to provide credit process support, contributing to the maintenance of competitive loan structures and the implementation of viable financial solutions.
- Prepared and delivered detailed loan committee presentations, effectively communicating credit analyses and responding to inquiries in conjunction with Commercial Lending partners.
Commercial Portfolio Manager
Lake Ridge Bank
Madison, WI
12.2018 - 05.2021
- Conducted thorough financial analyses and prepared credit presentations for commercial loans, ensuring adherence to risk management protocols and providing insightful recommendations to the Officer Loan Committee.
- Administered two diverse lending portfolios, encompassing both Commercial Real Estate and Commercial & Industrial sectors, with a combined value of $310 million.
- Evaluated and interpreted credit metrics, such as cash flow and collateral coverage, to facilitate informed decision-making during loan origination and renewal processes.
Senior Universal Banker/Consumer Lending Officer
Summit Credit Union
Madison, WI
07.2017 - 11.2018
- Assessed and processed applications for a diverse range of consumer loans, including unsecured, secured, and home equity products, ensuring compliance and member satisfaction.
- Established and managed a variety of accounts such as savings, checking, IRAs, CDs, and Trust Accounts, as well as Business Accounts, maintaining effective communication with Authorized Signers.
- Provided expert guidance to both consumer and business clients on account selection and financial products, consistently surpassing established Consumer Lending Sales Goals.
Member Service Representative II
Heartland Credit Union
Verona, WI
12.2016 - 07.2017
- Managed a range of member financial transactions, ensuring accuracy in processing deposits, withdrawals, and the issuance of monetary instruments.
- Maintained financial integrity through the effective coordination of cash reconciliations and the organization of account records, including the resolution of closed or delinquent accounts.
Education
BBA - Management and Marketing, Minor: Finance
University of Wisconsin-Green Bay
Green Bay, WI05-2011
Skills
- Business Development
- Relationship Banking Management
- Loan Portfolio Management
- Credit Analysis and Underwriting
- Highly Organized and Strong Analytical Skills
- Able to Multitask in Fast-Pace Environments
- Leadership
- Market Research
- Strategic Planning
- Communication Skills
Websites
Timeline
AVP Business Services
Summit Credit Union
05.2024 - Current
Vice President - Business Banking Relationship Manager
Associated Bank
06.2023 - 05.2024
Business Banking Relationship Manager
Lake Ridge Bank
08.2022 - 06.2023
Wealth Management Commercial Credit Analyst 5
U.S. Bank
02.2022 - 08.2022
Senior Credit Analyst/Lead Commercial Underwriter
Capitol Bank
05.2021 - 02.2022
Commercial Portfolio Manager
Lake Ridge Bank
12.2018 - 05.2021
Senior Universal Banker/Consumer Lending Officer
Summit Credit Union
07.2017 - 11.2018
Member Service Representative II
Heartland Credit Union
12.2016 - 07.2017
BBA - Management and Marketing, Minor: Finance
University of Wisconsin-Green Bay