Dynamic AVP/Commercial Loan Officer with a strong focus on customer relationship management and coaching. Successfully built community ties and generated new business by delivering tailored financial solutions and leading high-performing teams.
Overview
24
24
years of professional experience
1
1
Certification
Work History
AVP/Commercial Loan Officer
The Citizens Bank
Enterprise
01.2020 - Current
Provide financial services and counseling services to all bank customers. Services include one-on-one counseling, assist customer's in establishing a plan for payment plans and improving credit scores, make available informational financial materials; Coordinate and provide wide variety of Personal Financial Management classes to high school students and college students, analyzing customers financial health (creditworthiness) to structuring deals, negotiating terms, getting loans approved, and monitoring repayment, all while building relationships, generating new business, ensuring compliance, and maintaining portfolio quality. Key duties involve sales/business development, in-depth financial analysis, loan structuring, documentation, risk assessment, and coaching.
Store Manager
Wells Fargo Bank
Andalusia
01.2002 - 01.2020
Lead the branch team, focusing on sales, customer experience, and operations by coaching staff, managing daily activities (teller line, scheduling), ensuring compliance, building community ties, and driving financial growth while maintaining high ethical standards. Key duties involved coaching for sales/service, handling complex customer issues, resource allocation, and serving as the community's face for the bank.