Organized and detail-oriented Vice President with over 25 years of experience in the areas of Credit Underwriting, Client Relations and Retention, Risk Management and Process Integrity. Acknowledged ability to collaborate with other bank departments to keep operations running smoothly. Experienced at training and mentoring junior employees. Highly effective at optimizing credit policies to balance profit and loss.
Proactively managed a $180 million dollar portfolio of Wealth Management credit relationships.
Clients included individuals, medical practices and law firms.
Analyzed credit for renewal/modifications .
Negotiated and structured deals to address all relevant risks and assign appropriate risk ratings;
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