Elizabeth A. Cohen
Aspen,CO
Summary
High-achieving senior executive bringing expertise in business planning, revenue development and change management. Offers leadership in along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment.
Recognized consistently for performance excellence and contributions to company success, including a recent promotion to Regional Manager. Detail-oriented team player with strong organizational skills. Strengths include communication skills, exceptional client service, focused commitment to teamwork and devotion to corporate values.
Member of Diversity, Equality, Inclusion task force, to assist in DEI policy creation for company. Past Board Member and Treasurer for 7 years for Response, domestic violence non-profit.
Overview
33
33
years of professional experience
Work History
Sr. Vice President/Regional Banker & Manager
First Western Trust Bank
02.2024 - 11.2024
- Responsible for depository functions and management of private bankers in Aspen and Vail offices. This includes responsibility for $100,000 in Aspen vault and $100,000 in Vail vault, office security, quarterly/annual audits, etc., in both offices.
- Enhanced company performance by implementing new strategies and streamlining operations relative to above responsibilities.
- Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
- Managed existing loan and AUM (assets under management) portfolios until they could be assumed by new lender/banker
Sr. Vice President/Relationship Banker III
First Western Trust Bank
08.2015 - 02.2024
- Founding member of Aspen Branch; obtained initial depository base in excess of $50MM in municipal deposits, from 5 public entities.
- Managed loan portfolio of 80MM in commercial loans and jumbo mortgages; assets under management (AUM) portfolio was in excess of $100MM.
- Maximized performance by monitoring daily activities and mentoring team members.
- Accomplished multiple tasks within established timeframes.
- Established performance goals and provided feedback on methods for reaching those milestones.
Vice President/Loan Officer
Vectra Bank
03.2009 - 08.2015
- Developed new business for bank; current portfolio of loans totaled in excess of $50MM.
- Managed loan production staff, analyzing and underwriting complex transactions.
- Partnered with staff at Aspen/Pitkin Housing Authority to increase bank lending in bank portfolio (Community Reinvestment Act).
Vice President/Private Mortgage Banker
Wells Fargo Bank
08.2006 - 08.2008
- Responsibilities included originating jumbo mortgage business, as well as financial analysis and underwriting responsibility for those loans.
- Regularly closed $2-$5MM per month in jumbo mortgages; annual totals approx. $40MM.
- Educated prospective borrowers about various financing options available, empowering them to make informed decisions regarding their mortgage needs.
- Maintained high level of attention to detail when reviewing loan documents for accuracy and completeness.
Vice President/Branch Manager/Mortgage Lender
Personal Financial Services/Chase Home Mortgage
01.1992 - 05.2006
- Primary loan officer /manager for Aspen branch of Chase Home Mortgage, responsible for all office loan production, quality, and closings.
- Managed all staff with loan production ranging from approx. $50MM to $85MM annually in Aspen/Snowmass, in Basalt and Telluride branches.
- Established culture of continuous improvement, fostering innovation and driving sustainable growth across organization.
- Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
- This division of Chase Manhattan was finalist for Malcolm Baldrige Award.
Education
No Degree - Regs B, C, D, E, F, G, H, O Etc & Fair Lending Etc
Ongoing Quarterly Banking Training
Aspen, CO2024
Colorado Real Estate License – presently inactive status - Real Estate
Cooley Real Estate School
Denver05.1980
Bachelor of Arts - Business, French
Stephens College
Columbia, MO05.1979
Bachelor of Arts - French Language And Literature
Universite De Tours/Rutgers University
Tours, France1978
Associate of Arts -
Stephens College
Columbia, MO1977
Grantwriting
Professional Grantwriters Association
Online 03.2024 - Current
Skills
- Relationship building/management
- Business Development
- Revenue Generation
- Good listening skills
- Self-motivated
- Organization and Time Management
- Client/Customer-oriented
- Teamwork and Collaboration
- Verbal Communication and Networking
- Calm Under Pressure
- experience with Salesforce
Timeline
Grantwriting
Professional Grantwriters Association
03.2024 - Current
Sr. Vice President/Regional Banker & Manager
First Western Trust Bank
02.2024 - 11.2024
Sr. Vice President/Relationship Banker III
First Western Trust Bank
08.2015 - 02.2024
Vice President/Loan Officer
Vectra Bank
03.2009 - 08.2015
Vice President/Private Mortgage Banker
Wells Fargo Bank
08.2006 - 08.2008
Vice President/Branch Manager/Mortgage Lender
Personal Financial Services/Chase Home Mortgage
01.1992 - 05.2006
No Degree - Regs B, C, D, E, F, G, H, O Etc & Fair Lending Etc
Ongoing Quarterly Banking Training
Colorado Real Estate License – presently inactive status - Real Estate
Cooley Real Estate School
Bachelor of Arts - Business, French
Stephens College
Bachelor of Arts - French Language And Literature
Universite De Tours/Rutgers University
Associate of Arts -
Stephens College
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