Consumer Lending Expert
Currently managing a portfolio of over 200 affluent client relationships. Focused on understanding their financial needs and goals. Tailoring loans and deposit account options while also having effective communication throughout the process.
Submit loan applications, stipulations requested, and communicate effectively with underwriters and processors.
Involve other teammates within the bank that specialize in their respective areas such as commercial lending, treasury management, and wealth management needs. Focusing on the holistic approach to the clients banking relationship needs creates more loyalty where there are many financial institutions to choose from.
Participate in quarterly Executive Banking Leadership meetings to facilitate quarterly sales meetings for overall team. These are planned based on what tools we can provide to the collective team to sustain the positive morale and unique culture we have. Support leadership in any and all objectives that are directed by upper management with a positive attitude.
Started out as a Relationship Manager and then promoted to a team lead and made a Vice President.
Leader of 6 other Relationship Managers which entailed meeting individually to set quarterly goals, providing mentorship, and keeping a positive morale with fellow teammates during a difficult time in our economy while maintaining my own client portfolio.
Performed same duties as current role of managing over 200 affluent client relationships and being a part of the leadership team.
Worked with my team which included the assistant manager, loan officer, financial service representative, and tellers.
Responsible for the success of opening a new branch, adhering to limited FTE, and overseeing the budget. Hiring new employees as well as coaching and training. When necessary worked with HR to coach employees put on counseling or ultimately termination based on performance.
Successful in building business and personal banking relationships in the community by serving on the Board of The Dixie Sunrise Rotary Club as their Community Service Director.
Worked with my branch team which included over 15 employees with very high volumes of monthly transactions. Started out as the Assistant Branch Manager and was promoted to Branch Manager.
Responsible for the success of our branch which included scheduling, hiring, and coaching of employees. Contributed to preparing the budget for our branch through our Region team.
Built relationships with team of bankers clients were referred to as well as relationships with other managers and employees across Cache Valley.
Successful in building business and personal banking relationships in the community. Served on the board for Citizens Against Physical and Sexual Abuse (CAPSA).
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