Brittany Gibson
Gallatin,TN
Summary
Talented Portfolio Manager bringing 12+ years of experience in building relationships. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
14
14
years of professional experience
Work History
Portfolio Manager
BHG Financial
11.2024 - Current
- Sales of loan products A-Z- Small business, Commerical and Consumer loans - application to closing
- Commercial loan closing - new business, organic refinances and retention
- Consumer/Personal loan closing- new business, organic refinances and retention
- Application facilitation- with required disclosures
- Collecting of required loan documentation for underwriting
- Negotiation of loan terms- rate, term and fees
- Debt consolidation - commercial and consumer
- Business expansion- Start-up, small business and commercial working capital, equipment funding, payroll funding, new hire funding
- Home Improvement for consumer
- Business owner occupied improvement
- Loan contract explanations and facilitation
Sales Associate
Costar - STR
11.2022 - 11.2024
- Software Sales
- Data and analytic product sales
- Managing client relationships
- Product demonstrations and training
Financial Specialist
Pinnacle Financial Partners
02.2019 - 11.2022
- Managing client relationships
- Sales of various retail banking products
- Facilitating retail banking needs
Universal Banker
SunTrust Bank
03.2018 - 02.2019
- Sales in person and cold calling
- Managing client relationships
- Exceeding sales goals
Financial Services Representative
First Tennessee Bank
09.2017 - 03.2018
- Sales of various retail banking products
- Life Insurance and Fixed Annuity Sales
- Referring lending and investing needs
Teller - Client Service Specialist – Personal Banker
SunTrust Bank
02.2014 - 09.2017
- Peer coach to new employees
- Exceeding sales and referral goals
- Success in 3 different bank roles
- Cold calling sales goals
Exhibitor Services Representative
Freeman
01.2013 - 02.2014
- Customer service - face to face - Office - phone and email communication
Franchise Training Assistant
Servpro Industries Inc.
09.2011 - 12.2012
- National Franchisee client relations and customer service
Education
Bachelor of Science - Psychology, Business Administration
University of Tennessee
Chattanooga, TN05-2010
Skills
- Team Player Committed to Success
- Successful Relationship Cultivation and Management
- Ability to Determine Client Needs and Provide Solutions
- Strong Negotiation Skills
- Excellent Communication Skills
- Portfolio management
- Commercial lending
- Consumer lending
- Negotiation skills
- Financial analysis
Timeline
Portfolio Manager
BHG Financial
11.2024 - Current
Sales Associate
Costar - STR
11.2022 - 11.2024
Financial Specialist
Pinnacle Financial Partners
02.2019 - 11.2022
Universal Banker
SunTrust Bank
03.2018 - 02.2019
Financial Services Representative
First Tennessee Bank
09.2017 - 03.2018
Teller - Client Service Specialist – Personal Banker
SunTrust Bank
02.2014 - 09.2017
Exhibitor Services Representative
Freeman
01.2013 - 02.2014
Franchise Training Assistant
Servpro Industries Inc.
09.2011 - 12.2012
Bachelor of Science - Psychology, Business Administration
University of Tennessee