Dependable professional with over a decade of direct sales experience. Knowledgeable about regulatory requirements and successful strategies for achieving loan volume goals. Excellent reporting, record keeping, and relationship- building abilities.
Overview
6
6
years of professional experience
Work History
Assistant Vice President Business Banking Officer
Citizens State Bank
11.2020 - Current
Manage sizeable existing portfolio of commercial loan clients and identify potential new loan and cross selling opportunities
Market and solicit for wide range of commercial loan products such as SBA guaranteed loans, CRE, and industrial commercial loans
Specialize and integrated within bank's SBA process to improve efficiency and accuracy of administration
Attend community events outside of business hours to cultivate new business relationships to grow commercial portfolio
Prepare and present credit requests to Board of Directors and Internal Loan Officer Committee for approval
Collaborate across several departments to develop and maintain all relevant documents relating to loan applications, approval documents, and collecting client financial statements
Develop effective sales presentation and new business marketing materials to meet sales and loan growth goals.
Collaborate closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
Manage a diverse portfolio of projects, ensuring that each project met established quality standards
Assistant Vice President Business Banking
Bank First
05.2020 - 11.2020
Managed large portfolio of existing loans and cross selling products to customers
Determined potential loan opportunities present within portfolio
Met several sales metrics including new loan growth, existing loan retention, cross sale metrics, and past due loan ratio
Collected financial documents from clients to prepare and analyze cash flow
Cultivated loan growth within portfolio by utilizing referrals and cold calling opportunities
Reviewed loan documentation and facilitated successful closing of documents
Prepared reports forecasting potential loan repayment issues and identifying possible remedies.
Commercial and Agricultural Loan Officer
Timberwood Bank
05.2018 - 05.2020
Managed existing portfolio of commercial loan clients and identified potential new loans
Marketed and solicited for wide range of loan products such as SBA guaranteed loans, CRE, and specialized insurance agency lending program
Cultivated new business relationships to grow commercial portfolio including commercial loan, SBA, insurance lending program, treasury management, and deposit relationships
Presented credit requests to board of directors and internal loan officer committee for approval
Worked closely with credit analysts and loan processors to facilitate successful closing of commercial loans
Developed effective sales presentation and new business marketing materials to meet sales and loan growth goals.
Education
Bachelor of Science in Business Administration -
University of Wisconsin-Stevens Point
Stevens Point, WI
05.2010
Skills
Ability to meet tight deadlines with no direct supervision
Ability to solve complex problems in a timely manner to satisfy and retain customers
Strong time management and multi tasking skills
Decision Making & Judgment
Experienced in Customer Negotiation of Terms
Additional Information
References Available Upon Request
Affiliations
Treasurer at North La Crosse Business Association
Timeline
Assistant Vice President Business Banking Officer
Citizens State Bank
11.2020 - Current
Assistant Vice President Business Banking
Bank First
05.2020 - 11.2020
Commercial and Agricultural Loan Officer
Timberwood Bank
05.2018 - 05.2020
Bachelor of Science in Business Administration -
University of Wisconsin-Stevens Point
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