Lupita Rivera
Summary
Vice President, Business Banker professional with over a decade of experience supporting businesses with $5MM-$50MM in annual revenue. Earned Pinnacle Award recognition as a top 1% national performer at Bank of America for delivering exceptional results in client acquisition, credit strategy, and portfolio growth. Known for building meaningful relationships and delivering tailored financial solutions across SBA, CRE, and treasury.
Overview
8
8
years of professional experience
Work History
Vice President, Relationship Manager
Bank of America
11.2019 - Current
- Manage a portfolio of 450 clients with revenues between $5MM and $50MM, delivering customized banking solutions across lending, treasury, and deposit platforms.
- Lead credit conversations, analyze financials/tax returns, and partner with underwriters to structure deals, including SBA loans.
- Originate and grow new client relationships; consistently exceed goals, with year-over-year incentive performance in the top tier nationally.
- Recognized for strategic insight, collaboration, and ability to turn prospects into long standing clients.
Small Business Consultant
Bank of America
08.2018 - 11.2019
- Consulted with business owners to assess financial goals and provide product recommendations aligned with their business cycle.
- Strengthened client satisfaction and improved operations efficiencies through proactive relationship management.
- Provided education on banking tools, credit solution, and cash flow strategies.
SR Relationship Banker
Technology Credit Union
06.2017 - 08.2018
- Supported business and personal members through account opening, lending services, and opearational support.
- Assisted branch leadership in audits, compliance reviews, and client servicing initiatives.
Education
BBA -
University of Arizona
Tucson, AZSkills
- Commercial Credit Analysis & Loan Structuring
- Cash Flow Lending / SBA Programs / CRE Financing
- Relationship Management & Business Development
- Treasury Solutions & Deposit Growth
Timeline
Vice President, Relationship Manager
Bank of America
11.2019 - Current
Small Business Consultant
Bank of America
08.2018 - 11.2019
SR Relationship Banker
Technology Credit Union
06.2017 - 08.2018
BBA -
University of Arizona
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