CALEB S. BARTLING
Iowa Falls,IA
Summary
Driven finance and banking young professional looking for a rewarding career with First Security Bank & Trust. Effective at maximizing customer service opportunities while exceeding individual performance goals. Community oriented individual with a customer first attitude.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Agricultural Lender
Greenbelt Bank & Trust
06.2021 - Current
- Manage a portfolio of approximately $19MM with 75% being ag and 25% being commercial credits.
- Fostered relationships with new customers to the bank through sales/prospect calls on the loan and deposit side.
- Maintained a WAR higher than average, while being in the top 50% of fee income earners to all of GBBT lending staff.
- Recommended loan approvals and denials based on customer loan application reviews.
- Advised agricultural and commercial businesses through loan structuring options to find the best fit for each particular business.
Ag/Commercial Loan Intern
MidWestOne Bank
07.2020 - 01.2021
- Used customers tax returns and financial statements to determine creditworthiness of each business.
- Worked with the Vice President of Ag/Commercial Lending to assist where needed and learned the day to day functions of an Ag Lender.
- Attended farm visits and loan interviews to talk with customers about their operation.
Education
Bachelor of Science - Agricultural Studies/Business Management
Iowa State University
Ames, IA05.2021
Skills
- Lending Cloud/Moody's Analytics
- Jack Henry applications
- Financial history analysis
- Creditworthiness determination
- Tax return/cash flow analysis
- FSA/USDA loan structuring
- Customer networking
- Portfolio management
- Debt restructuring
- Relationship building and management
Certification
- 2021 & 2022 IBA Ag Banker's School
- 2021 Iowa Lending Law
- 2023 Commercial Lending School Graduate
(References available upon request)
Timeline
Agricultural Lender
Greenbelt Bank & Trust
06.2021 - Current
Ag/Commercial Loan Intern
MidWestOne Bank
07.2020 - 01.2021
Bachelor of Science - Agricultural Studies/Business Management
Iowa State University
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