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Click here or scroll down to respond to this candidateCandidate's Name JDStreet Address
PHONE NUMBER AVAILABLEExecutive ManagementSenior-Level Executive Global Operations Corporate Strategy Development & ImplementationEstablished business banking professional with a proven track record of success in sales and leadership positions. Twenty years in the financial market has allowed me to develop a network of leverageable strategic alliances and tested business prospecting capabilities. A thorough understanding of accounting, finance, credit underwriting, branch administration and the small to medium-sized business market can make me an invaluable asset to any sized financial institution. The experience gained from successfully opening Eight Denovo banking centers in 4 states in new markets; and then later joining an established community bank to develop new markets, has provided me with invaluable first-hand knowledge of how to utilize effective business development practices to grow market share despite having an unrecognized name.CORE COMPETENCIESExcellent social, presentation, negotiation, motivational and communication skills; specifically, to large groups and C-level stakeholdersMastery in building rapport quickly, overcoming objections, social engineering, and gatekeeper engagementExpert ability preparing and interpreting cash flow analyses and making sound loan structure recommendations based upon findings.Solid credit experience; collecting relevant financial documentation, analyzing tax returns, and packaging quality loans.Incomparable ability in identifying productive centers of influence and referral networks that have the highest return on time and resources invested.Strength in discovering and developing best practices to facilitate increases in revenue.Proficiency in the presentation of business cases required to leverage value proposition to internal and external stakeholders.Well-versed in collaborating and partnering to develop highly successful sales teams.Experienced in the MS Office Suite, Salesforce, Crystal Reports, IBM Cognos, HOGAN, QuickBooks, and various.C.R.M. systemsPROFESSIONAL EXPERIENCETelevisitMD, Hybrid Finance Director/Banking Manager 07/2023- PresentResponsibilities: Responsible for overseeing operations within the company while aiding the CEO in day-to-day operations. Managing their time effectively and advising the CEO on making key decisions, while creating a partnership with the organizational leaders.Establishes quantitative and qualitative metrics, guidelines, and standards by which the company's efficiency and effectiveness can be evaluated; identifies opportunities for improvement.Representing the CEOs interests in workplace gatheringsReviews, analyzes, and evaluates business procedures.Implements policies and procedures that will improve day-to-day operations. Taft-Hartley Plan Solutions with our government contracts.Ensures work environments are adequate and safe.Oversees all departments, ensuring each is reaching goals set by departmental and company leadership.Plans, directs, controls, implements, evaluates, monitors, and forecasts budgets and cost of sales in each division to achieve financial objectives.Communicates and explains new directives, policies, or procedures to managers; for major changes, meets with entire operations staff to explain changes, answer questions, and maintain morale.Improves customer service and satisfaction through policy and procedural changes.Leads coordination and integration of efforts among operational aspects in many divisions to produce smoother workflow and more cost-effective business processes.Projects a positive image of the organization to employees, customers, industry, and community.Collaborate with senior managers in the development of performance goals and long-term operational plans.Maximize efficiency and productivity through extensive process analysis and interdepartmental collaboration.TD Bank Wealth Management, Ft Lauderdale, FL Financial Advisor/Manager 04/2021-07/2023Responsibilities: Assessed the financial needs of individuals and helped them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Assisted clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Build a team of FA/FSR to lead growth for district.Top 5 highest revenue goals in the entire company for 4 straight quarters. Achieved top performer in each quarter.Contributed to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction.Taft Hartly expert- Developed Taft-Hartley Plan Solutions for government contractors.Developed and presented financial planning and investment seminars for clients and prospects. Increased client satisfaction by 50% and grew client base 28%.Created standardized reports that resulted in a better understanding of real-time performance, and increased client awareness.Es Solo Holdings, LLC (Banking Firm) Hybrid VP of Global Banking/Manager 12/2017 03/2021Responsibilities: Provided strong executive level leadership to a 6-member senior leadership team, with full P&L accountability for operations and strategic direction for this cutting-edge Fintech ecosystem organization tasked with providing global access to a set of financial solutions as a service (SaaS) to governmental bodies, as well as financial and private sector clients operating within emerging markets. Additionally, led client relations for a large portfolio of corporate global banking clients.Managed multi-national business.Successfully recovered and rebuilt company to original business modelTurned around the company operating in the Red to a very profitable company.Established client group structure, client needs and account planning.Developed and implemented corporate banking products and services.Created go-to-market plans for the establishment of new banking institutions in emerging markets.Developed and implemented staff training manuals and procedures.Established, developed, and implemented group-wide customer relations management (CRM) policies and procedures.Partnered with Chief Compliance Officer to mitigate compliance and financial risk to the group.Developed Taft-Hartley Benefit Plan audits/solutions for our government vendors.Developed and implemented corporate banking products and services; created highly effective group-wide CRM policies and procedures to better support expedited business growth.Established new banking institutions in emerging markets through the creation and execution of highly targeted go-to-market strategies.Comerica Bank, Florida/Texas VP, Private Banking Business Center Manger III 08/2012 12/2017Responsibilities: Successfully led and directed marketing, sales, service and business development activities and teams with full P&L accountability. Responsible for acquisition of new business relationships with annual revenues ranging from $250M-$100MM. Achieved targeted results to grow deposits and portfolio of performing loans with an added emphasis on owner-occupied commercial real estate lending. Submitted new credit requests and collected all financial information necessary to complete loan package. Performed financial ratio analyses and completed credit memos. Developed branch-specific and district-wide marketing campaigns targeted at increasing brand awareness and revenue growth. Maintained relationships with assigned internal business partners in order to develop lasting customer relationships and productive referral partnerships.Exceeded Deposit goal 4 years in a row.Achieved a #1 company wide sales ranking in 2012, 2015, 2016.Exceeded 2015 deposit goal by 477%, 2016 deposit goal by 232% and 2017 deposit goal by 132%.Oversaw $100MM commercial deposit portfolio and $25MM loan portfolio.Earned the highest customer service rating in the company in 2014, 2015, 2016 and 2017.Team earned perfect JD Powers score for 18 straight months.Developed and implemented two successful corporate sponsorships within the technology and medical profession industries.Led development of systematic marketing campaigns.Development and implementation of market share growth strategies.Management of $30 mm per year investment portfolio for high-net-worth clientele.Leadership of new customer acquisition.Bank of America, NJ and Central TX. Vice President, Business Banking 07/2011 07/2012 Responsibilities:Management of a team of 11 business bankers while maintaining my own portfolio.Reestablish the Business Banker ProgramManagement of national portfolio of existing clientsOversight of $20 million loan portfolio with net revenues of $648mIdentification and structuring of commercial credit transactions to maximize profit and minimize riskAdministration and monitoring of credit quality within assigned portfoliosCredit approval authority of $250,000.Valley National Bank, Wayne, NJ. Vice President/Banking Center Manager 03/2006 04/2011Responsibilities: Sourced, qualified, and originated new credit requests by interviewing loan applicants, structuring loan terms and collecting all financial information necessary to complete loan applications. Performed cash flow analysis, financial ratio analysis and completed loan approval memorandum. Acquired new commercial lending relationships with annual revenues ranging from $250k-$50MM. Cultivated, approved, booked, and serviced a portfolio of performing loans, including but not limited to owner-occupied and investor-owned commercial real estate, residential mortgage, C&I loans, lot loans, spec and residential construction, and raw land loans. Selected and partnered with bank vendors to prepare closing documentation to ensure compliance and a timely closing. Facilitated construction draw disbursements to contractors as needed.Overseeing $12MM loan portfolioCultivated $10MM deposit pipeline.Established stream-lined pipeline management process which led to enhanced loan production and higher close ratio.Increased average monthly loan volume by 68% in first year of employment.Expanded monthly loan volume of main branch by 16% in one year.Introduced, helped create, and coordinated update Legal Process and Credit Underwriting policies for the firm.Increased deposit growth by nearly 10% quarter over quarterEDUCATION & TRAININGDoctor of Jurisprudence (JD)Roger Williams University School of Law, Bristol, RI, USABachelor of the Arts; Accounting/English (BA); Master of Public Administration (MA)St. Johns University, Queens, NY, USASKILLS & CERTIFICATIONSCERTIFICATIONS:AML/CFTConsumer lending/Commercial LendingFinancial advisoryConflict mediationFormal Credit TrainingCertified; Master in Diversity |
