Results-focused management professional offering 19 years of progressive leadership experience. Transforms high-potential staff into outstanding leaders who demonstrate the creativity and savvy that is critical to financial and operational success.
Developed and managed relationships with business banking clients in the assigned business segment in a geographic area.
Managed the sales process of the assigned Region to ensure the attainment of Regional and individual goals in Business Loans and commercial real estate lending objectives, while ensuring EAM credit quality and risk management guidelines are maintained.
Responsible for an intermediate to large-sized business banking portfolio with moderate to high complexity.
Accountable for portfolio growth including loans, deposits, and fee income.
Achieved top commercial lending originator for EAM for 3 years in row.
Education and Psychology 1992
Achieved [Number]% of [Year] business development goal set at $[Amount] in assets.Ranked among the top [Number] advisors worldwide in new business development.Exceeded sales objectives in [Year].Achieved top [Number] percentile in monthly sales in [Month, Year].Received “[Award Name]” Award for asset gathering.
EAM Top Sales Performer, 2002,2003,2004 and 2005
EAM President's Council Award 2004,2005, and 2006
JPMorgan Chase Branch Manager Honoree Award 2009, 2010, 2012 and 2013
Ingenuity Award winner at EAM 2005, 2003Top Sales Performer,
Harvard Leadership Development Program 2012 Chase
Acquisitions, Banking, Commercial Loans, Commercial Lending, Credit, Client Relations, Finance, Financial Management, Hiring, Managing, Mortgage Origination, Networks, Producing, Protocols, Quality Control, Real Estate, Risk Management, Sales, Sound Operations, P&L Management
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