Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
Timeline
Daylen Bills

Daylen Bills

Commercial Banking
Layton,UT

Summary

Strategic banking professional with 8+ years of experience in commercial banking, treasury services, and operations management. Proven track record of driving revenue growth, enhancing compliance procedures, and optimizing team performance. Trusted relationship-builder with deep expertise in treasury products, commercial credit, and client lifecycle management. Seeking to leverage leadership capabilities in a senior financial or operations-focused role.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Treasury Management Services Manager

TAB Bank
Ogden
08.2022 - Current
  • Led Treasury Services team at TAB Bank, managing full lifecycle of commercial banking relationships.
  • Oversaw $2.7M portfolio for 750+ business clients, managing five-member operations team.
  • Increased treasury revenue by 35% and client count by 16% through enhanced service delivery.
  • Boosted team efficiency by 20% via workflow automation and optimized headcount.
  • Developed compliance infrastructure for new payment program, securing $400K in annual revenue.
  • Launched fraud prevention platform, enhancing risk mitigation across portfolio.
  • Managed commercial banking products including billing analysis and cash flow insights.
  • Served as audit liaison, ensuring treasury operations complied with internal and regulatory standards.

Underwriter

Commercial Funding Inc
Salt Lake City
01.2021 - 08.2022
  • Underwrote complex commercial loans and secured lines of credit, mitigating company risk while ensuring adequate capital for businesses.
  • Evaluated credit worthiness by analyzing applicant credit reports and financial histories.
  • Reviewed loan applications for accuracy and compliance with established lending guidelines.
  • Provided comprehensive documentation for stakeholders, including financial spreadsheets and summaries, to assess credit worthiness.

Asset-Based Lending Relationship Manager

Commercial Funding Inc
Salt Lake City
01.2020 - 01.2021
  • Managed $15MM portfolio, overseeing contractual covenants and renegotiating terms to improve profitability.
  • Achieved top client retention rates by negotiating with two key clients worth $2MM at risk of termination.
  • Analyzed financial requirements to ensure effective risk mitigation for clients.
  • Established engagement committee that reduced internal turnover by over 10%.
  • Developed internal programs enhancing office culture and boosting employee engagement.
  • Organized and executed two morale-boosting events monthly to foster motivating atmosphere.
  • Implemented initiatives that increased overall workplace satisfaction and productivity.

Commercial Loan Specialist

Celtic Bank
Salt Lake City
01.2019 - 01.2020
  • Analyzed loan and collateral documents to qualify clients for lending packages while safeguarding bank's interests.
  • Led document verification processes, ensuring accuracy of information and signatures.
  • Conducted interviews with over 20 applicants monthly to gather essential data for product optimization.
  • Maintained strong relationships with borrowers to enhance customer experience and sustain a robust pipeline.

A/R Relationship Manager

TAB Bank
Ogden
01.2018 - 01.2019
  • Cultivated relationships with hundreds of individual and business clients, identifying financial needs and recommending tailored solutions.
  • Onboarded over 40 small business customers, providing advisory support until permanent assignment.
  • Served as primary contact for onboarding processes, online banking inquiries, and business improvement initiatives.
  • Monitored $4.5MM in collateral to effectively mitigate financial risk.
  • Developed comprehensive financial reports for both client use and internal analysis.

Financial Services Representative

E*TRADE Financial
Sandy
01.2016 - 01.2017
  • Educated investors on markets and federal trade laws via phone and email communications.
  • Cultivated strong customer relationships through account education and support.
  • Trained over 30 new hires, improving onboarding effectiveness.
  • Maintained FINRA Series 7 and Series 63 licenses.

Education

Master of Business Administration (MBA) -

Weber State University
01.2023

Bachelor of Science - Professional Sales

Weber State University
01.2018

Skills

  • Operations management
  • Commercial banking
  • Servant leadership
  • Business analysis
  • Effective communication
  • Banking regulations
  • Risk assessment
  • Relationship management
  • Business development
  • Project management
  • Financial expertise
  • Vendor management
  • Sales pipeline strategies
  • Enterprise solutions
  • Team collaboration

Certification

Certified Treasury Professional (CTP) – Association for Financial Professionals (AFP)

Volunteer Experience

Hopebox Theatre, Producer, Kaysville, UT, Volunteered hundreds of hours to support local community theatre focused on bringing hope to families battling cancer through the performing arts.

Timeline

Treasury Management Services Manager - TAB Bank
08.2022 - Current
Underwriter - Commercial Funding Inc
01.2021 - 08.2022
Asset-Based Lending Relationship Manager - Commercial Funding Inc
01.2020 - 01.2021
Commercial Loan Specialist - Celtic Bank
01.2019 - 01.2020
A/R Relationship Manager - TAB Bank
01.2018 - 01.2019
Financial Services Representative - E*TRADE Financial
01.2016 - 01.2017
Weber State University - Master of Business Administration (MBA),
Weber State University - Bachelor of Science, Professional Sales

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