Lisa J. Knapp
Commercial Lender/VP II
Vail,CO
Summary
Proven skills as a Business Relationship Manager in generating and converting leads into business clients. Expert salesperson and well-organized administrator with an in-depth understanding of the commercial loan processes. Very good relationship-building and communication skills for increasing the primary bank share. Adept at providing a high-touch experience from building relationships and providing financial advice.
Overview
22
22
years of professional experience
Work History
President and Founder
Bainbridge Investments, LLC
Vail, CO
01.2013 - Current
- Increase portfolio growth by effectively identifying new business opportunities through market research and networking.
- Conduct due diligence on potential investments, analyzing market trends and company fundamentals.
- Cultivates strong relationships with clients, centers of influence and external partners to foster collaboration and maximize resources.
- Advises clients on how to improve profitability.
- Obtains and reviewed corporate financial statements.
Develops and implements new strategies and
policies to accomplish long-term business objectives. - Prepared annual budget forecasts and monitored performance to meet
organizational objectives.
Commercial Loan Officer II/ Vice President
EagleBank
Washington, DC
01.2009 - 04.2013
- Responsible for acquisition, retention and expansion of new and existing client relationships, meeting established prudent lending requirements and maximizing profitability, with 50+ client portfolio.
- Performed all aspects of lending, from commitment to execution and consummation.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referral.
- Particular focus was on proper analysis of pertinent financial data, evaluating adequacy of collateral and determining appropriate loan structure.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Increased portfolio growth by effectively identifying new business
opportunities through market research and networking. - Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Created loan presentations; offered recommendations for approval to both Management Loan Committee and Board of Directors.
Commercial Loan Officer
TD Bank
Vienna, VA
01.2006 - 01.2009
- Developed new revenue sources by creating and executing an on-going business development plan that garnered new business from both prospects and existing customers
- Cultivated and managed a $40 Million commercial loan portfolio and associated customer relationships
- Demonstrated appropriate knowledge of features and benefits of all accounts; responsible for cross-selling bank products including cash management tools and investment products
- Reviewed loan documentation to ensure compliance with all state and regulatory requirements
Education
Master of Business Administration (MBA) -
University of Maryland - College Park
College Park, MD2016
Bachelor of Arts Degree - Economics
Hamilton College
2002
Commercial Lending
American Bankers Association
2005
Skills
- Industry Expertise
- Market Understanding
- Borrower Relations Skills
- Loan Officer Training
- Financial Database Analysis
- Complex Problem-Solving
- Loan Structuring
- Underwriting Processes
Timeline
President and Founder
Bainbridge Investments, LLC
01.2013 - Current
Commercial Loan Officer II/ Vice President
EagleBank
01.2009 - 04.2013
Commercial Loan Officer
TD Bank
01.2006 - 01.2009
Master of Business Administration (MBA) -
University of Maryland - College Park
Bachelor of Arts Degree - Economics
Hamilton College
Commercial Lending
American Bankers Association
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