Alexis Beckwith

•Identify, develop, manage, service, retain and grow long-term profitable banking relationships in assigned region by offering a full range of loan, deposit, capital markets, treasury, risk management, fee-based services, and investment banking solutions to existing and prospective clients in the commercial and middle market sector
•Develop and execute a marketing strategy focused on acquiring new client relationships and expanding existing client relationships while driving continual improvement in new production revenue.

•Proactively engage prospective clients to develop holistic commercial and middle market banking relationships by executing the
Integrated Relationship Management (IRM) principles consistent with the identification of all business and personal financial needs and engaging the appropriate partners to deliver tailored holistic solutions.

•Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
•Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned commercial loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing credit relationships.

• Leverage the Citi Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect, and center of influence (COI)interaction
• Responsible for the overall performance of the defined market, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and risk management.
• Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships.

• Identify key risks and mitigating factors of potential investments such as asset types and values, legal and ownership structures and industry segments.

•Effectively innovative methods to conduct industry research to identify new prospective clients successfully increasing the South Florida dealer client portfolio from 90 to 188 active dealer relationships in three years while simultaneously improving the monthly application count by approximately 97% despite rigorous program adjustments and market challenges

• Energetically with multiple integrated relationship management partners profitably securing commercial floor plan acquisitions totaling over $50 million in 2019, additionally winning several merchant, payroll, and employee deposit accounts of multiple dealership corporations.

•Meticulously observe peer and industry developments related to economic, legal, business, and market concerns affecting dealer finance lending institutions and effectively communicate USAA strength and commitment to our dealer client .

• Improved overall collection efficiency by implementing advanced debt recovery strategies.
• Acted as a liaison between the collections team, sales representatives, and management to resolve any discrepancies or disputes related to invoicing or payments.
• Continuously sought opportunities for professional development and industry knowledge in order to remain current on best practices and emerging trends in the collections field.

•1 of 40 candidates selected through a competitive application process of 1500 applicants to participate in an extensive 10-month Leadership Development Program comprised of various phases to prepare associates for the financial industry.
• Phase one: training focused on BB&T culture and values, the banking industry, leadership and self- awareness.
•Phase two: Learn core financial analysis concepts, credit management, and commercial banking underwriting standards via Omega commercial credit training.

•Phase three: Specific position skill development and on-the-job training.

•Phase four: Test knowledge and skills in a capstone banking simulation.