| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidate Candidate's Name
Address: Miami, Florida Street Address
Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLE LinkedIn: LINKEDIN LINK AVAILABLE
EXECUTIVE DIRECTOR | SENIOR VICE PRESIDENT
EXECUTIVE PROFILE
Accomplished and growth-focused senior professional with broad-based experience in all aspects of business development,
program administration, and organizational oversight. Noted for a proven track record of success in developing and
implementing strategic plans and initiatives in alignment with the institution s mission and objectives. Adept at identifying
unique financial needs and goals, providing strategic guidance and solutions, as well as capitalizing on business opportunities
to drive growth and revenue. Known for strong leadership qualities, including vision setting, decision making, and talent
development, fostering a culture of excellence and accountability. Proficient with MS Office Suite, Salesforce, and various third-
party software applications. Bilingual in English and Spanish.
AREAS OF EXPERTISE
Budgets and Revenue Projections | Continuous Process Enhancements | Relationship Building and Client Acquisition
Events Facilitation | Staff Performance Evaluation and Feedback | Departmental Management
LEADERSHIP EXPERIENCE
CITIGROUP | UNITED STATES
Division Senior Manager, SVP, Citibank, N.A., Central and Southeastern Region Feb 2023 Present
Oversee the Senior Business Banking Group responsible for Central and Southeast Regions, including Florida, Illinois,
Maryland, Texas, Virginia, and the District of Columbia, to deliver financial solutions to businesses with annual revenues
surpassing $10MM and facilitating credit originations exceeding $1MM in total exposure
Hold accountability for supervising a team of 12 Senior Business Bankers (VP) across various locations within the
Central and Southeastern United States
Assume responsibility for performance management, individualized market strategy, skills development, and cross-
segment business partnerships for each member of the team of bankers
Provide hands-on assistance to credit and risk partners in managing and evaluating the overall performance of the
wholesale credit portfolio handled by the team s segment
Develop national strategic presentations focused on exploring potential new revenue streams and enhancing existing
models within the business banking vertical
Play a key role as a member of the National Senior Leadership Team, which includes roles such as treasury and cash
management directorship, US head of Small Business Administration (SBA) lending, national director of healthcare
finance, and regional small business banking directors for both Eastern and Western United States
Administer recruitment, interviewing, variable compensation, and hiring for new bankers within the group
Key Highlights
Drove the strategic market expansion in Texas with bankers positioned in Dallas and Houston
Yielded a year-over-year increase of over 200% in regional lending production
Law Firm Group - Private Banker, VP, Citibank Private Advisory, Southeast Division, FL Dec 2021 Feb 2023
Rendered private banking services tailored to professionals in the legal industry, with a focus on national law firms
ranked on the AmLaw 100 (US) and Magic Circle (UK), which included managing relationships with partners, associates,
and counsel, as well as institutional banking services for the firms
Coordinated with clients to cultivate and identify opportunities for increased growth in managed investments, third-
party escrow revenue, liquid assets, new acquisitions, unsecured bespoke financing, and institutional credit
Organized regular sales and business development meetings with bankers from across the division to strategize and
foster growth opportunities, along with cross-segment meetings with Personal, Wealth, Commercial, and Private bank
partners/leadership
Participated as a mentor in a formal mentorship program, providing guidance and support to a colleague within the
C&IB Cash Management Group as well as informal mentorship for summer associates
Effectively handled internal relationships with Law Firm Group product partners located in Atlanta, New York,
Philadelphia, Texas, and Washington, District of Columbia
Key Highlights
Achieved an over 60% year-over-year increase in residential mortgage loan origination, as well as over 50% growth
in managed investments origination within the market
Responsible for a client book generating $21MM in annual client net revenue (CNR) with assets under management
totaling over $1.9B
Senior Business Banker, VP, Citibank, N.A., Southeast Division, FL Sep 2019 Dec 2021
Focused on managing relationships across diverse sectors, including manufacturing, wholesale trade, technology, legal,
and healthcare, with a specific emphasis on owner-occupied commercial real estate financing
1 | Page
Candidate's Name
Address: Miami, Florida 33134
Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLE LinkedIn: LINKEDIN LINK AVAILABLE
Delivered credit request presentations with complex ownership structures, such as international affiliates with
operations and holdings in Brazil, China, Germany, India, Mexico, Spain, and other countries
Assisted business owners nationwide in navigating and obtaining SBA funding through the "Paycheck Protection
Program" in 2020
Built a diverse range of credit facilities in collaboration with senior-level management, independent risk, and multiple
credit officers
Executed out-of-state real estate closings in partnership with independent outside legal counsel
Acted as the business banking specialist for 51 financial centers situated in Broward, Miami-Dade County, and West
Palm Beach
Key Highlights
Drove key efforts in establishing the first new client relationships for a newly created wholesale credit portfolio ($1MM
to $10MM) from 2019 to 2021
Received selection to participate in formal commercial credit training and successfully obtained credit initials from the
bank's senior credit and risk officer (SCO2)
PROFESSIONAL EXPERIENCE
CITIGROUP | UNITED STATES
Business Banker, AVP Citibank, N.A., Miami, FL Sep 2015 Oct 2019
Fostered strong segment partnerships with Citi's Personal, Wealth, Private, and Commercial Banking teams
Rendered strategic guidance to C-level business clients regarding lending requirements, deposit product offerings, and
partner referrals
Key Highlights
Strategized and executed bi-weekly coaching sessions for branch teams to enhance fundamental banking knowledge
and adopt best practices, resulting in improved quality of referrals
Joined client networking events with segment partners, which directly led to acquiring new clients and securing lending
opportunities
Deployed a proactive marketing strategy aimed at nurturing existing clients and generating new business through
phone calls, outbound account openings, and credit applications, as well as in-person visits to business
Made major contributions in boosting annual lending production from 107% in 2017 to 259% in 2018
Earned distinction as the 2018 top banker in loan bookings and deposit balance acquisition across Florida, as well as
the second in the Division (Florida, Maryland, Virginia, and Washington, District of Columbia)
Earlier Positions Held
Personal Banker II/Branch Business Banker, Citibank N.A., U.S. Personal Bank, Miami, FL
Personal Banker, Citibank N.A., U.S. Personal Bank, Miami, FL
Teller, Citibank, N.A., U.S. Personal Bank, Miami, FL
LICENSES AND CERTIFICATIONS
Broker/Dealer and Agent, 2022
Securities Investment Advisor Representative, 2022
Series 7 License (Broker), 2022
Series 66 License (Investment Advisor), 2022
Financial Industry Regulatory Authority (FINRA)
Certificate in Commercial Credit (CICC)/Formal Credit Designation, 2018
Citi Commercial Bank
Registered Mortgage Loan Originators (MLO)
Nationwide Mortgage Licensing System (NMLS).
EDUCATION
Bachelor of Business Administration, In Progress
University of Miami | Coral Gables, FL
ACTIVITIES
Member | Cuban American Bar Association (CABA)
Member | National Society of Leadership and Success (NSLS), University of Miami Chapter
Volunteer | American Bankers Association: Teach the Children to Save
Volunteer | Ocean Conservancy: Beach Cleanup
2 | Page
|
