Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sandra Bartlett

Leander

Summary

Dynamic, performance-driven Business Relationship Manager with over 17 years of expertise in banking, hospitality, and real estate sectors. Demonstrated success in fostering strategic partnerships, generating SBA and commercial loans, and mitigating risk in competitive markets. Skilled in establishing enduring client relationships and propelling financial growth, recognized for leadership, regulatory compliance proficiency, and a customer-focused approach.

Overview

19
19
years of professional experience

Work History

Vice President, BB Client Relationship

Sunflower Bank
Austin
09.2023 - Current
  • Manage and expand a $1–$20M business banking portfolio.
  • Maintain current relationships and generate SBA/commercial loans.
  • Ensure loan compliance and document collection for covenant adherence.

Vice President BB Relationship Manager

PNC Bank
Austin
02.2022 - 09.2023
  • Expanded and maintained profitable relationships within $1–$5M segment.
  • Originated commercial and SBA loans, increasing revenue streams.
  • Cross-sold treasury and merchant services to enhance client offerings.

Business Development Manager

Wells Fargo & Company
Austin
01.2013 - 02.2023
  • Acquired new business relationships; specialized in SBA and practice finance lending.
  • Built a robust referral network; known for exceptional risk management.

Senior Business Banking Specialist
Wells Fargo Bank – Rochester, MN | 2015–2017

  • Sole specialist in Southern District, consistently exceeded lending targets.
  • Trained and mentored new Personal Bankers.

Personal Banker
Wells Fargo Bank – Rochester, MN | 2013–2014

  • Promoted banking solutions across lines of business; led financial wellness workshops.

Real Estate Agent

Keller Williams
The Woodlands
05.2006 - 12.2012
  • Achieved $2.5M+ in annual sales through strategic marketing and negotiation of residential property deals.

Education

Bachelor of Arts - Business

Concordia University
Saint Paul, MN
05-2013

Skills

  • Loan origination and portfolio management
  • Regulatory compliance
  • Credit analysis and financial assessment
  • Business development and client relations
  • Team leadership and conflict resolution
  • Multitasking and negotiation skills
  • Risk assessment

Timeline

Vice President, BB Client Relationship

Sunflower Bank
09.2023 - Current

Vice President BB Relationship Manager

PNC Bank
02.2022 - 09.2023

Business Development Manager

Wells Fargo & Company
01.2013 - 02.2023

Real Estate Agent

Keller Williams
05.2006 - 12.2012

Bachelor of Arts - Business

Concordia University
Sandra Bartlett