Self-motivated Relationship Officer/Financial Officer with 15 years of experience delivering exceptional client support for
FCSA. Known for building cross-functional partnerships to develop innovative solutions to client issues. Exceptional
leadership and collaboration skills.
Overview
16
16
years of professional experience
Work History
RELATIONSHIP OFFICER
Farm Credit Services Of America
01.2021 - Current
Controlled risk through sound decision-making in alignment with client risk tolerance.
Established strong client relationships to drive business development.
Advised and counseled customers on financing and related matters, courteously educating clients and responding
to inquires.
Delivered positive experiences to customers at every touch point through clear communication and implementing
strategies to improve satisfaction.
Collaborated with various departments to improve communication and deliver individualized customer solutions.
Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering
with Underwriting to resolve specific issues.
FINANCIAL OFFICER
Farm Credit Services Of America
01.2014 - 01.2021
Prepared year-end financial statements, and thoroughly went through statements with customers to track progress
and educate on FCSA Standards.
Pursued sales deals by qualifying clients, building individualized proposals and preparing final loan proposals.
Researched competitors and stayed on top of current market conditions to survey landscape and anticipate
roadblocks.
Used cold calling and networking to sell products and services.
Generated leads and solicited new opportunities by leveraging business intelligence and third-party data sources.
Maintained active sales contacts with assigned accounts to keep communication open and capture consistent
revenue.
FINANCIAL OFFICER
Farm Credit Services Of America
03.2009 - 01.2013
Prepared year-end financial statements, and thoroughly went through statements with customers to track progress
and educate on FCSA Standards.
Pursued sales deals by qualifying clients, building individualized proposals and preparing final loan proposals.
Researched competitors and stayed on top of current market conditions to survey landscape and anticipate
roadblocks.
Used cold calling and networking to sell products and services.
Generated leads and solicited new opportunities by leveraging business intelligence and third-party data sources.
Maintained active sales contacts with assigned accounts to keep communication open and capture consistent
revenue.
RETAIL CREDIT ANALYST
Farm Credit Services Of America
03.2008 - 03.2009
Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
Reviewed customer financial data to ascertain level of risk involved for extending credit.
Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products
and services.
Education
Bachelor of Science - Business Administration
Wayne State College
Wayne, NE
12.2007
Skills
Relationship Building
Portfolio Growth
Solution Management
Business Development
Excellent Communication
Effective Customer Communication
Mentoring
Credit Knowledge
Timeline
RELATIONSHIP OFFICER
Farm Credit Services Of America
01.2021 - Current
FINANCIAL OFFICER
Farm Credit Services Of America
01.2014 - 01.2021
FINANCIAL OFFICER
Farm Credit Services Of America
03.2009 - 01.2013
RETAIL CREDIT ANALYST
Farm Credit Services Of America
03.2008 - 03.2009
Bachelor of Science - Business Administration
Wayne State College
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