Dynamic leader with extensive experience at Truist, excelling in wholesale lending. Proven track record in project management and process improvement, driving procedure, systems, compliance and risk assessment initiatives. Adept at fostering stakeholder engagement and mentoring teams, delivering innovative solutions that enhance operational efficiency and achieve strategic goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
SVP, Wholesale Credit Delivery Project Manager
Truist
Myrtle Beach, United States
01.2021 - Current
Coordinated cross-functional teams to drive project execution and stakeholder engagement.
Drove alignment among business, technology, and risk partners to enhance end-user experience.
Ensured compliance with applicable laws, regulations, policies, and procedures.
Developed new policies and procedures to increase efficiency in all departments.
Evaluated current systems and processes to identify opportunities for streamlining operations.
Managed multiple projects with competing deadlines simultaneously.
Coordinated resources across multiple teams as needed for successful completion of projects.
Participated in cross-functional teams responsible for developing innovative solutions for complex problems.
Built trusted relationships with internal teams to facilitate successful project delivery.
Led strategy meetings to ensure effective execution of projects.
Provided subject matter expertise for credit, regulatory, and technology initiatives.
Trained and mentored analysts to achieve accurate and timely project completion.
Developed and delivered comprehensive training programs for various projects.
SVP, Portfolio Manager Team Leader
Truist
Myrtle Beach, United States
01.2011 - 01.2021
Led a team of 15 portfolio managers throughout South Carolina to achieve underwriting and risk management excellence.
Monitored and evaluated performance of portfolio managers for continuous improvement.
Reviewed underwriting decisions to ensure adherence to company policies and procedures.
Identified and addressed underwriting exceptions to mitigate risk.
Conducted training sessions for underwriters on products, policies, and procedures.
Ensured compliance with lending policies and regulations.
Maintained up-to-date knowledge of industry trends and best practices in underwriting processes.
VP, Commercial Portfolio Manager
Truist Bank
Myrtle Beach, SC
07.2009 - 12.2010
Evaluated applicant financial and credit status to assess loan feasibility based on assets and risk.
Reviewed financial documents for accuracy and completeness throughout underwriting process.
Recommended loan terms following comprehensive risk assessment and compliance regulations.
Provided training and mentorship to junior underwriters on best practices and policies.
Reviewed loan documents to verify completeness and accuracy according to loan approval terms and applicable policies.
Monitored lending regulations, industry trends, and market rates to stay informed.
Managed problem loans by developing effective resolution strategies.
Various Other Roles
Truist Bank (fka BB&T and Coastal Federal Bank)
Myrtle Beach, SC
08.1996 - 07.2009
2006-2007 Commercial Loan Officer
2004-2006 Senior Banking Leader
2000-2004 Branch Manager/Senior Branch Manager
1997-2000 Associate Dean of Coastal Federal University
1996-1997 Teller
Education
Bachelor of Arts - History And English
Coastal Carolina University
Conway, SC
08-1996
Skills
Wholesale credit and underwriting
Leadership
Project management
Process improvement
Regulatory compliance
Risk assessment
Stakeholder engagement
Cross-functional collaboration
Training and mentorship
Certification
Risk Management Association Credit Risk Certified
Accomplishments
2024 Purpose to Performance Award Winner
Software
Microsoft Office, nCino, Salesforce, AFSVision, PowerPoint, Visio, SharePoint