Summary
Overview
Work History
Education
Skills
Timeline
Generic

Candice Inskeep

Puyallup

Summary

Professional with solid foundation in regional management and team leadership. Skilled in strategic planning, operational efficiency, and driving performance outcomes. Strong focus on fostering collaboration, adapting to change, and delivering measurable results. Known for effective communication, problem-solving abilities, and commitment to organizational goals.

Overview

18
18
years of professional experience

Work History

Regional Director of Commercial Lending – WA

Peak Credit Union (formerly TwinStar)
05.2023 - Current
  • Career Highlight:
  • Drove loan production and member retention initiatives, resulting in 200% loan goal achievement and 57% year-over-year portfolio growth.
  • Evaluated and monitored credit portfolio of 261 million, achieving zero losses and maintaining a downgrade rate below 1%.
  • Facilitated leadership and strategic direction as co-chair of Women in Business Employee Resource Group.
  • Department Lead for Commercial Loan Operating System and Client Relationship Management Platform projects

Senior Business Relationship Manager (Pierce, Kitsap, King and Clark Counties)

Peak Credit Union (formerly TwinStar)
11.2019 - 05.2023
  • Career Highlight:
  • Developed and maintained a robust network of centers of influence, significantly increasing portfolio referrals and earning recognition as a top performer from 2020 to 2023.
  • Drove loan production fee income and portfolio growth initiatives, consistently exceeding established goals during tenure in this position.
  • Successfully managed credit portfolio with no past due financials, covenant violations or downgraded credit
  • Worked with business members and prospects to provide financing for Owner Occupied, Owner Occupied Construction, Commercial Investment and Multi-Family real estate and gain access to working capital through term loans and business lines of credit.
  • Peer mentor for junior lenders to help them develop their credit acumen and present credit requests demonstrating a clear understanding of the member’s business operations and financial performance

Vice President | Business Banking Area Manager (South Puget Sound and Peninsula)

Chase Bank - Various Locations
10.2011 - 10.2019
  • Career Highlight:
  • Led a high performance team who consistently met their sales goals and increased deposits, lending, and treasury revenue year over year
  • Played an integral role in increasing company presence throughout South Puget Sound by creating a team of nine bankers which maximized business banking model
  • Developed and delivered training programs for new hires to the firm and bankers on career development plans who wished to move to Business Banking
  • Successfully achieved 0% of voluntary employee attrition from 2015 to 2019
  • Worked in partnership with relationship managers to understand business needs and create and deliver custom proposals to recommend deposit, credit and treasury solutions to businesses generating between $1MM to $50MM in revenue
  • Maintained strict controls environment – no controllable losses and no downgraded credit in portfolio
  • Worked with bankers on complex lending requests, including SBA 504, SBA 7a and Construction from pre-submission to closing
  • Developed and delivered training programs for new hires to the firm and bankers on career development plans who wished to move to Business Banking
  • Served as a member of the National Diversity Advisory Group focused on employee development, work/life balance and employee satisfaction with the goal of attracting and retaining top talent in the firm

Vice President | Business Banking Field Support Manager (Western Washington)

Chase Bank - Various Locations
04.2008 - 10.2011
  • Career Highlight:
  • Ranked #1 Nationally 2010 and 2011
  • Made major contributions in transitioning the branches from Washington Mutual to Chase platform
  • Helped grow overall market share for region
  • Partnered with District and Branch Managers to identify employees to fill open small business specialist position using observation, coaching and analyzing production data
  • Worked with branch based small business specialists in 52 branches over 5 districts, to improve their skills in profiling, uncovering opportunities, and providing deposit, credit and treasury solutions
  • Developed and conducted trainings to all new business specialists and branch managers to broaden credit acumen, understand effective lending solutions, and strengthen financial and cash flow calculations knowledge
  • Created career development plans for small business specialists to help them on the path to become Business Relationship Managers

Education

Bachelor of Art - Business/Project Management

University of Arizona - Global Campus

Skills

  • Team leadership
  • Financial Analysis
  • Risk & Controls Management
  • New Business Development
  • Administrative and General Management
  • Sales growth strategies
  • Employee development
  • Change Management
  • Organizational Leadership and Team Building

Timeline

Regional Director of Commercial Lending – WA

Peak Credit Union (formerly TwinStar)
05.2023 - Current

Senior Business Relationship Manager (Pierce, Kitsap, King and Clark Counties)

Peak Credit Union (formerly TwinStar)
11.2019 - 05.2023

Vice President | Business Banking Area Manager (South Puget Sound and Peninsula)

Chase Bank - Various Locations
10.2011 - 10.2019

Vice President | Business Banking Field Support Manager (Western Washington)

Chase Bank - Various Locations
04.2008 - 10.2011

Bachelor of Art - Business/Project Management

University of Arizona - Global Campus
Candice Inskeep