Experienced Relationship Manager and Business Development Officer with a proven track record in the Central Valley specializing in commercial loan and deposit origination. I have strong referral networks and work to exceed managements goals, enhancing client relationships and achieving significant portfolio growth.
Relationship Manager for the Business Banking Group and the Business Development Officer for Commercial Banking. Originated, and managed a diverse portfolio of business owners including ag clients. The territory included Bakersfield to the Oregon border and the Central Coast area.
Managed and worked with middle market clients in the Central Valley. Originated commercial loans including real estate (construction, permanent and SBA). Established a referral network through financial intermediaries and banking partners. Organized monthly events for new business development with real estate brokers, attorneys and CPA's.
Originated commercial/construction loans primarily in the healthcare industry, including practices, ambulatory surgery centers and small hospitals.
Strategic planning