| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address Victoria Blake Ln., Belmont, NC PHONE NUMBER AVAILABLE EMAIL AVAILABLE
SUMMARY
Finance Professional with 15+ years of experience in commercial and corporate banking environments, including business development and credit underwriting. Excellent customer service skills along with a proactive approach to attaining new clients. Effective manager who possesses skills necessary to direct, train and motivate a team to its fullest potential. Strong interpersonal, analytical and organizational skills combine to bring about solutions to problems and challenges ranging from the simple to complex. Excels in a highly competitive environment where autonomy is available in order to provide creative and collaborative approaches to meeting client needs.
EXPERIENCE
November 2014 - Present
September 2013 May 2014
Investment Advisor, Symmetry Financial Group, Asheville, NC
Business Development
Underwrite potential client s ability to maintain long-term investment strategies
Maintain thorough knowledge ofmarketplace and
Commercial Relationship Manager, Capital Bank, Charlotte, NC
Business Development
Responsible for attracting new commercial and commercial real estate clients to the bank
Promote the bank within the community through civic and other local organizations
Credit Underwriting
Responsible for underwriting all transactions that need to be submitted for approval
Responsible for day to day management of commercial loan portfolio
May 2010 to December 2012
Sales Representative, Metro Security, Charlotte, NC
Business development in Charlotte metro market
February 2007 to January 2009
Commercial Relationship Manager, SunTrust Bank, Charlotte, NC
Business Development
Responsible for attracting new commercial clients to the bank with revenues of $5 to $50 million
Promote the bank within the community through civic and other local organizations
Cross-sale related bank products to current and new bank clients
Credit Underwriting
Responsible for underwriting all transactions that need to be submitted for approval
Responsible for day to day management of a commercial loan portfolio
June 2004 to January 2007
Commercial Banking Manager/Sr. Credit Officer, Carolina Commerce Bank, Gastonia, NC
Manage commercial platform of 3 loan officers and 2 loan assistants
Approve or co-approve transactions from other lenders
Responsible for business development and attracting new commercial and commercial real estate clients to the bank.
Establish lending policy and manage conformity to this policy
Review and monitor loan portfolio for any transactions that were not within banks written policy
Implement new policies and procedures when needed or requested by the Board of Directors
Served as primary voice in Board of Directors meeting with regards to all credit issues
Held loan committee for Board of Directors every month to discuss new or ongoing credit issues related to bank
March 2002 to May 2004
Commercial Relationship Manager, First Charter Bank, Charlotte, NC
Business Development
Responsible for attracting new commercial and commercial real estate clients to the bank
Promote the bank within the community through civic and other local organizations
Credit Underwriting
Responsible for underwriting all transactions that need to be submitted for approval
Responsible for day to day management of a $100 million commercial loan portfolio
*Pinnacle Award recipient in 2003 for production and portfolio management
June 1994 to March 2002
Branch Banking & Trust (BB&T), Management Associate, Charlotte, NC
Went to work at BB&T in June of 1994 in their Credit Training program. After the program I worked as an analyst for the Senior Credit Officer in the Charlotte Region assisting her with managing an $800 million commercial loan portfolio.
In 2007 I began working in the field as a Commercial Relationship Manager. My responsibilities included: A) Calling on both C & I clients and commercial real estate clients. B) Underwrite credits within BB&T s loan policy. C) Present credits to appropriate officer for approval. D) Obtain all necessary 3rd party reporting required by policy. E) Close loan per policy.
EDUCATION
1994
Bachelor of Arts, Belmont Abbey College
2014
Registered Medical Sales Representative
RMSR #104922014
2015
NC Life Insurance License, Investment License - Series 6, Series 63
OTHER INTEREST
Fly-fishing
Spending time with family
Golf
REFERENCES
Available upon request |
