ROBERT E. LASSON
St. George,UT
Overview
38
38
years of professional experience
Work History
Loan Officer
RP Professional Services, LLC
St. George, UT
01.2021 - Current
- Reviewed applications for forgiveness of loans under the direction of the Cares ACT 2019 COVID bill.
- Checked documentation for accuracy and applications for compliance.
- Audited financial Files for financial statements, tax returns, and applications.
- Worked on forgiveness on Paycheck Protection Program Loans.
- Trained on SBA Loan Procedures.
- Worked with Lenders to obtain necessary documentation for approval.
Controller / Chief Financial Officer (CFO)
INTEGRATED PROCESS SYSTEMS, INC.
Cedar City, UT
01.2000 - 01.2002
- Oversaw A/R clerk and all A/P functions and HR Division.
- Maintained general ledger and accountable for month-end close.
- Prepared payroll and monthly and quarterly tax returns.
- Reorganized Accounting Department procedures following internal fraud incident, preventing future occurrences.
- Interfaced with IRS state tax commissions of California and Utah, filing all taxes on time with zero penalties and interest.
- Partnered with owner in acquiring related company in California and relocating to Utah.
- Worked with bank in obtaining approval of construction loan and permanent financing for a new facility.
Business Banking Manager
WELLS FARGO BANK, N.A.
St. George, UT
01.2012 - 01.2019
- Managed Southern Utah business banking group with 5 team members and 3 associates; covered the largest geographic area in the state.
- Guided team members to market, underwrite, and close loans.
- Reviewed credit application presentation for corrections prior to sending to upper management, and analyzed wires, overdrafts, and treasury management products to approve for direct reports.
- Examined and approved department general ledger and banker authority cards monthly for accuracy.
- Closed $200MM+ in new loans over 10-year tenure.
- Exceeded loan production, proxy revenue, and solutions goals several years, producing 130%-150% of targets.
- Increased departmental productivity by strategically re-organizing and placing staff in best-suited roles by individual talents.
- Developed and coached new bankers to become division top producers in loan production.
Senior Business Relationship Manager/Principal Business Banker
WELLS FARGO BANK, N.A.
St. George, UT
01.2002 - 01.2012
- Partnered with clients to understand individual business banking needs and cross-sold additional banking services; $27MM loan portfolio with $20MM in deposits.
- Spread and analyzed financial statements.
- Presented loan packages to management for approval.
- Grew loan portfolio from $7.5MM to $27MM by working with existing clients and centers of influences.
- Delivered accounting cost savings to municipalities and communication services accounts by automating Accounting Department with Treasury Management products, such as adding lock boxes, and reconciliation systems; specifically helped a cable company eliminate at least 3 full time employees.
Artillery Officer
UTAH NATIONAL GUARD
Richfield, UT
01.2000 - 01.2002
- Supervised operations in the field and accountable of up to 100 soldiers.
- Served in 2002 Winter Olympics, following 9-11, searching athletes, fans, stadium, and vehicles to ensure public safety.
- Honor Graduate from Phase III Officer Candidate School.
Administrative Specialist
UTAH NATIONAL GUARD
Cedar City, UT
01.1989 - 01.2000
- Prepared payroll and legal documents, such as wills and insurance forms for 80 soldiers.
- Performed general office duties, such as filing, mail disbursements, and preparing letters and memorandums.
- Utah National Guard's Soldier of the Year 1991.
Accounting Intern II
Neilson, Elggren and Durkin a unit of Arthur Andersen
Salt Lake City, UT
01.2000
- Prepared tax returns for corporations, S corporations, partnerships, and individual bankruptcy estates.
- Corresponded with Trustee and IRS to resolve issues with each estate.
Accounting Intern I
Arthur Andersen
Salt Lake City, UT
01.2000
- Analyzed and researched tax issues for clients.
- Prepared tax returns for individuals, S corporations, partnerships, and limited liability corporations.
Surveyor
Bulloch Brothers Engineering
Cedar City, UT
01.2000
- Trained as a rodman on a surveying crew.
- Worked on aerials for a sewer system for the City of Cedar City.
- Worked as rodman and assisted crew chief in all areas of surveying.
- Performed boundary surveys and construction staking.
Timeline
Loan Officer
RP Professional Services, LLC
01.2021 - Current
Business Banking Manager
WELLS FARGO BANK, N.A.
01.2012 - 01.2019
Senior Business Relationship Manager/Principal Business Banker
WELLS FARGO BANK, N.A.
01.2002 - 01.2012
Controller / Chief Financial Officer (CFO)
INTEGRATED PROCESS SYSTEMS, INC.
01.2000 - 01.2002
Artillery Officer
UTAH NATIONAL GUARD
01.2000 - 01.2002
Accounting Intern II
Neilson, Elggren and Durkin a unit of Arthur Andersen
01.2000
Accounting Intern I
Arthur Andersen
01.2000
Surveyor
Bulloch Brothers Engineering
01.2000
Administrative Specialist
UTAH NATIONAL GUARD
01.1989 - 01.2000