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Professional Summary
Commercial Lender with over ten years of experience in Commercial Banking with an outstanding track record of developing / implementing strategic Sales Programs and innovative Business Development plans focused on driving direct and indirect revenue gains.
Strong in conducting effective C-level executive presentations / meetings with key prospects in large organizations and companies in private & public sectors. Successful experience in Manufacturing, Distribution, Medical, Technology, and Agriculture/Agribusiness. Highly accomplished professional with substantial experience managing complex commercial loan portfolios.
- Implemented referral processes, market-readiness training, and multi-segment revenue stream tracking for inside corporate sales base for over 70 loan officers.
- Reviewed current operations and developed program to meet or exceed needs and remain within the budgetary requirements through variable financial analysis.
- Successfully developed multi-tier market assessment relating to strategic product placement and revenue growth per segment, through the use of non-traditional market analysis.
- Managed cross-program sales and analysis team developed for identifying and connecting with C-level client base, through proprietary work management system.
- Directly communicated with Regional Market President to implement programs gaining top regional ranking in new business “face-to-faces” for 2010 (142% over goal - 341/240) and growing loan portfolio 110% for first place in team rankings.
- Measured and monitored ongoing project activities and variables to control for variance between product/service segments to maintain scope and budgetary goals.
Strong in conducting effective C-level executive presentations / meetings with key prospects in large organizations and companies in private & public sectors. Successful experience in Manufacturing, Distribution, Medical, Technology, and Agriculture/Agribusiness. Highly accomplished professional with substantial experience managing complex commercial loan portfolios.
- Implemented referral processes, market-readiness training, and multi-segment revenue stream tracking for inside corporate sales base for over 70 loan officers.
- Reviewed current operations and developed program to meet or exceed needs and remain within the budgetary requirements through variable financial analysis.
- Successfully developed multi-tier market assessment relating to strategic product placement and revenue growth per segment, through the use of non-traditional market analysis.
- Managed cross-program sales and analysis team developed for identifying and connecting with C-level client base, through proprietary work management system.
- Directly communicated with Regional Market President to implement programs gaining top regional ranking in new business “face-to-faces” for 2010 (142% over goal - 341/240) and growing loan portfolio 110% for first place in team rankings.
- Measured and monitored ongoing project activities and variables to control for variance between product/service segments to maintain scope and budgetary goals.
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Work Experience
Bank of America
/ V.P., Business Banking Client Manager (Commercial Lending)
2008 -
Present
Responsible for managing a portfolio of business commercial clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, I am accountable for prospecting new business and retaining and deepening existing relationships. A large portion of the position includes analyzing the clients financial and operating strategies and recommending alternative or additional financial services to best meet the clients immediate and long-term personal and business needs. The CM is also responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.
Education
Masters, Psychology, 1998
1989
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