Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Overview
18
18
years of professional experience
Work History
Vice President – Commercial Loan Underwriter / Loan Originator
Compass Commercial Mortgage, Inc
Palm Beach Gardens, FL
02.2006 - Current
Analyze, evaluate, and package owner-occupied and investment commercial real estate loan requests for submission to bank, capital markets, life insurance, and private lenders
Manage the commercial loan process, including requests for information, loan package conveyance, and lender questions relating to credit, collateral, and sponsorship inquiries
Assist with the loan closing process by serving as a liaison between the lender, lender’s counsel, borrower, and borrower’s counsel
Clients include prominent South Florida based developers, investors, and small to midsize businesses
Source commercial real estate loans by developing referral sources and circles of influence
Create and manage external marketing efforts, including the design and administration of the company website, press releases, and social media pages
Underwrote and closed over $100,000,000 in commercial loan requests over the last three years
Directly responsible for sourcing approximately $9,800,000 in loans with revenues to the company of approximately $150,000.
Assistant Branch Manager
Comerica Bank
Plymouth, MI
06.2005 - 12.2005
Assisted the Branch Manager with the day to day operations of the bank branch
Key duties included assisting in the daily opening and closing of the bank branch, originating outbound wire transfers, opening of depository accounts, handling customer inquiries, management and supervision of the teller line, verification of teller cash counts, ATM servicing, daily outbound sales calls, and qualification of investment and mortgage referrals.
Mortgage Banker
Group One Mortgage Corporation
Livonia, MI
12.2004 - 06.2005
Directly originated over $2,000,000 in residential loans as a Junior Mortgage Banker and assisted the Senior Mortgage Banker in the origination of over $5,000,000 in residential loans
Key duties included sourcing of residential first and second mortgage loans via customer call-ins and the development of referral sources, preparation of loan variance analysis, preparation of loan applications, serving as the liaison between the customer and underwriting team, and retaining existing loan customers.
Assistant Branch Lending Manager
TCF National Bank
Ann Arbor, MI
04.2004 - 12.2004
Directly originated over $1,000,000 in residential loans
Key duties included sourcing of residential first and second mortgage loans via customer call-ins and the development of referral sources, preparation of cost benefit analysis, preparation of loan applications, preparation of loan underwriting and closing documentation for Branch Lending Manager approval, and retaining existing loan customers
Star of the Month for July, August, and September 2004.
Education
Bachelor of Business Administration - General Business & Finance
Eastern Michigan University
Ypsilanti, MI
04.2004
Skills
Credit Risk Evaluation
Loan Processing
Real Estate Transactions
Credit Approval and Denial
Commercial Real Estate
Property Evaluation
Banking
Affiliations
Risk Management Association
South Florida Chapter President, Vice President, Communications Chair 2018 – Current
Young Professionals Affinity Group, President, Board Member
Jupiter Tequesta Athletic Association
Travel Basketball Board Member and Webmaster, Jupiter Jam Basketball Tournament Board Member and Webmaster, 2008 – 2016
Lambda Chi Alpha Fraternity
Greek Week Co-Captain, Office of High Gamma (Secretary), Office of High Iota (Risk Management) 2001-2003
Timeline
Vice President – Commercial Loan Underwriter / Loan Originator
Compass Commercial Mortgage, Inc
02.2006 - Current
Assistant Branch Manager
Comerica Bank
06.2005 - 12.2005
Mortgage Banker
Group One Mortgage Corporation
12.2004 - 06.2005
Assistant Branch Lending Manager
TCF National Bank
04.2004 - 12.2004
Bachelor of Business Administration - General Business & Finance