Bruce J. Jacobs
Rochester Hills,MI
Summary
Dynamic banking executive with extensive experience at Comerica Bank, recognized for excellence in financial analysis and strategic collaboration. Achieved the highest NPS score within the organization by spearheading branch performance enhancements. Proficient in loan underwriting and portfolio management, consistently driving business growth while nurturing robust client relationships. Aiming to leverage expertise to further elevate banking operations and client engagement.
Overview
14
14
years of professional experience
Work History
VP, Senior Bank Manager
Comerica Bank
01.2020 - Current
- Manage all aspects of a $200+MM full-service bank branch, including consumer and business lending, collaboration with business partners and problem solving
- Increased performance of first branch assigned in 2021 from low satisfactory to highest level of Distinguished, achieving a three-way tie for first place out of 435 branches, working to lead staff to achieve the goals at hand
- Increased performance of second branch assigned during 2022 from Inconsistent to Distinguished in one year, providing customers with the services they need
- Achieved NPS survey score of 93 for 2022, highest survey score in entire Company, improving customer service relations and customer service
Business Banker II
Great Western Bank
01.2017 - 01.2020
- Demonstrated the ability to maximize existing banking relationships and calling on eligible prospects to move their banking relationships to Great Western Bank, both personal and business
- Successfully completed duties of soliciting commercial loan prospects, financial underwriting, loan closing and portfolio management of a commercial loan portfolio
- Achieved year-to-date results for loan production of $15,211,963 vs
- A goal of $4,547,131, past dues of 0.05% vs
- A goal of 0.75%, charge offs at 0.00%, loan portfolio average of $26,475,376 vs
- A goal of $21,750,000, fee income of $20,906, deposit portfolio average of $18,797,000 vs
- A goal of $15,000,000
Business Development Officer
Farmers State Bank
01.2016 - 01.2017
- Managed all aspects of a commercial loan program including credit analysis, loan presentation, loan closings and portfolio management
- Successfully developed banking relationships within the community in a professional manner
Vice-President
Community Bank & Trust f/k/a Community National Bank
01.2011 - 01.2015
- Fulfilled commercial lending responsibilities including sales, underwriting, loan request presentations, loan closings, and loan portfolio servicing
- Managed a criticized loan portfolio, including risk-rating changes, rewriting existing loans, loan workouts, negotiating settlements, foreclosure activities and managing OREO properties
- Trained and designated to review commercial appraisals/evaluations for the bank
- Served as the Security Officer for all Iowa branches managing physical security and annual security training for all employees and managed bank’s merchant services program
Education
MBA -
University of Northern Iowa
01.2019
MSA -
West Chester University
01.2004
Bachelor of Science -
University of Northern Iowa
01.1989
High School Diploma -
Walnut Ridge Baptist Academy
01.1984
Skills
- Financial analysis
- Loan underwriting
- Portfolio management
- Risk assessment
- Customer service
- Business development
References
- Cynthia Hutchison, Rochester Hills resident, (248) 760-0398
- Gary Lorenz, Market President, Great Western Bank, (319) 429-4796
- Melissa Schooley, Group President, Great Western Bank, (319) 471-4576
- Josef Vich, formerly CEO/President of Community National Bank, (319) 240-5047
- Eric Johnson, Attorney, Beecher Law Firm, Waterloo, (319) 234-1766
- Marvin Rushing, Comerica Bank District Manager, (313) 702-4433
Civic Involvement
- Waterloo Kiwanis – Past President
- Mens Group leader for Westminster Presbyterian Church, Waterloo, IA
- Cedar Valley Youth Soccer Association/High School referee
- Former Waterloo City Council member - four-year term
- Former Treasurer for UNI Panther Wrestling Club and Main Street Waterloo
- Ruling elder, Men’s group leader-University Presbyterian Church, Rochester Hills, MI
Timeline
VP, Senior Bank Manager
Comerica Bank
01.2020 - Current
Business Banker II
Great Western Bank
01.2017 - 01.2020
Business Development Officer
Farmers State Bank
01.2016 - 01.2017
Vice-President
Community Bank & Trust f/k/a Community National Bank
01.2011 - 01.2015
MBA -
University of Northern Iowa
MSA -
West Chester University
Bachelor of Science -
University of Northern Iowa
High School Diploma -
Walnut Ridge Baptist Academy
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