Focused, motivated, resilient; management professional with a track record of progressive experience, seeking to apply skills and recent academic training to pursue career advancement.
Overview
12
12
years of professional experience
Work History
Business Lending Development Consultant
Wells Fargo
12.2023 - Current
Develop practice finance opportunities in Northern CA, Reno, and Tahoe
Projects include acquisition, expansion, start ups, commercial real estate, and equipment
2024 $3mm in production with pipeline of ~$8mm
SBA Business development officer VP
PNC Bank
02.2020 - 12.2023
Responsible for achieving or exceeding company production and sales goals while maximizing profitability; accomplishments include consistently achieving annual sales targets
Uncovered commercial lending opportunities across Northern California
2023 year to date pipeline and production $14 million new money
2022 year to date production $22 million new money
Strategically engaged internal and external partners on developing production in various markets
Developed prospecting activities to build brand across Northern California footprint
Business development officer vp
PNC Bank
10.2018 - 02.2020
Responsible for growing the profitability of the small business customer base and lead with a primary deposit relationship with cross-sell and uncovering cash management and commercial card opportunities
Responsible for growing loan portfolio through existing or acquisition while leading with lending, collection of documentation, analyzing financials for loan packaging, Commercial Lending Experience, (IE: C&I and CRE, and SBA)
Understand the customer's business requirements and recommend alternative or additional financial services solutions to meet long-term business and short-term goals
Manage loan and deposit portfolio
Business development officer vp
Bank of America
12.2012 - 10.2018
Responsible for growing the profitability of the small business customer base and lead with a primary deposit relationship with cross-sell and uncovering cash management opportunities
Responsible for growing loan portfolio through existing or acquisition while leading with lending, collection of documentation, analyzing financials for loan packaging, Commercial Lending Experience, (IE: C&I and CRE, Ag, and SBA)
Understand the customer's business requirements and recommend alternative or additional financial services solutions to meet long-term business and short-term goals
Education
BACHELOR’S - Business Administration
CSU Fresno State
Fresno, CA
01.2018
Skills
Type 40 WPM
Windows OS
MS Office
QuickBooks
Sales force
References
Ernie Phoenix, Chase Bank, 661-221-8798
Dave Otteson, Live Oak Bank, 303-909-9981
Aaron Williamson, Valley Strong Credit, 559-623-1206
Rose Fletcher, 214-215-8170
Educationandtraining
Managerial Accounting, Accounting and Finance, Managerial Leadership and Organizational Behavior, Managerial Finance, Legal, Political and Ethical Dimension, Business Economics, Managerial Applications of Information Technology, Cost Accounting, Bachelor's in Business Administration, CSU Fresno State, Fresno, CA, 05/01/18, Finance, 3.45
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)