Summary
Overview
Work History
Education
Skills
Timeline
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Tom Dougherty

Indianola,Ia

Summary

Talented lender with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, managing customer relations, and working with a team. Background in consumer, commercial, and agricultural lending.

Overview

4
4
years of professional experience

Work History

Commercial and Agricultural Lender

City State Bank
08.2019 - Current
  • Managed assigned loan portfolio for retention, growth and credit.
  • Developed lending and deposit business for company
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Analyzed and underwrote requests for new loans and loan renewals.
  • Processed loan applications and monitored progress from start to finish.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Acted as Branch Security Officer through emergency planning, training, and procedural monitoring of employees.

Education

Bachelor of Arts - Strategic Promotions And Management

University of Wisconsin - Platteville
Platteville, WI
04.2019

Skills

  • Commercial Lending
  • Consumer Lending
  • Applicant Counseling
  • Customer Interaction
  • Bank Product Marketing
  • Active Listening and Learning
  • Oral and Written Comprehension
  • Time Management
  • Bank Security Managment

Timeline

Commercial and Agricultural Lender

City State Bank
08.2019 - Current

Bachelor of Arts - Strategic Promotions And Management

University of Wisconsin - Platteville

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Tom Dougherty