Loan Officer

• Aug 2023 - Present

Loan Officer / Business Development

• Sep 2019 - Aug 2023

- Responsible for developing new business and loan growth, negotiating, terms, properly structuring, closing and servicing consumer & commercial loans - Manage loan portfolio to maintain customer communication/relationships, uncover new opportunities, and minimize delinquency & risk - Analyze customer financials to evaluate credit worthiness for loan approval - Meet and exceed expected loan portfolio growth expectations - Maintain extensive knowledge of loan products and stay up to date on regulations/compliance - Actively participate in professional & community events to promote the bank Show less

Licensed Relationship Banker

• Jan 2019 - Sep 2019

•Managed assigned customers and proactively met with them in person and over the phone - to build lasting relationships, discover financial goals and tailor product/service recommendations •Partnered with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers with experts who can help them with specialized financial needs •Met or exceeded sales goals by promoting bank products and services in every interaction •Managed assigned customers and proactively met with them in person and over the phone - to build lasting relationships, discover financial goals and tailor product/service recommendations •Partnered with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers with experts who can help them with specialized financial needs •Met or exceeded sales goals by promoting bank products and services in every interaction

Finance & Insurance Manager

• Jul 2018 - Jan 2019

•Educated customers on the importance of service contracts to provide better product experiences and gap insurance benefits •Qualified clients and addressed specific needs to determine financial capabilities •Increased after-market sales by presenting additional products which enhanced vehicle and ownership experience •Structured deals and negotiated with financial institutions to complete financing and funding •Educated customers on the importance of service contracts to provide better product experiences and gap insurance benefits •Qualified clients and addressed specific needs to determine financial capabilities •Increased after-market sales by presenting additional products which enhanced vehicle and ownership experience •Structured deals and negotiated with financial institutions to complete financing and funding

Account Executive

• Jul 2017 - Jul 2018

•Prospected and developed strong professional relationships via phone, e-mail and outside sales visits in order to sell freight transportation brokerage services •Provided full cycle customer service from contract to delivery: Understand the customers’ shipping needs, negotiate rates, contract carriers/trucking companies in order to find the most efficient shipping option, provide order tracking and ultimately delivery confirmation •Contacted customers on a daily basis to not only generate revenue but to maintain relationships Show less

Regional Sales Representative

• May 2015 - Jul 2017

•Developed relationships with consumer/business clients and provided individualized customer service to maintain longevity of accounts •Stayed current on industry trends and changes and participated in professional development opportunities to strengthen product and service knowledge •Assisted customers during selection process and helped choose perfect products to meet individual need •Expanded customer pipeline and built loyalty by establishing great relationships and delivering exemplary customer service Show less

Customer Service Representative

• Dec 2013 - May 2015

-Processed and handled routine bank transactions -Handled, counted, and disbursed cash accurately and in a timely manner -Managed customer accounts daily and generated/delivered reports when necessary -Explained, promoted, and sold various company products -Greeted and welcomed customers as they entered the institution -Built strong relationships with customers to ensure trust and overall satisfaction -Processed and handled routine bank transactions -Handled, counted, and disbursed cash accurately and in a timely manner -Managed customer accounts daily and generated/delivered reports when necessary -Explained, promoted, and sold various company products -Greeted and welcomed customers as they entered the institution -Built strong relationships with customers to ensure trust and overall satisfaction

Campus Captain

• Oct 2012 - May 2014

- Hired, trained, and managed a team of 5 campus buyers - Managed funds up to $10,000 between designated bank and team of buyers - Actively promoted Belltower Books service & convenience to students to create company awareness and build/maintain a strong customer base - Collected and transferred all materials from buyers to designated storage unit - Hired, trained, and managed a team of 5 campus buyers - Managed funds up to $10,000 between designated bank and team of buyers - Actively promoted Belltower Books service & convenience to students to create company awareness and build/maintain a strong customer base - Collected and transferred all materials from buyers to designated storage unit

Clubhouse Associate

• May 2012 - Aug 2013

- Assisted customers and members to ensure positive experience - Organized and maintained organization throughout the facility - Handled & balanced cash and cross-sold merchandise & golf memberships - Assisted with all tournament and events from start to finish (scorekeeping, setup, etc.) - Other necessary duties to maintain exceptional golf course conditions to ensure customers were satisfied - Assisted customers and members to ensure positive experience - Organized and maintained organization throughout the facility - Handled & balanced cash and cross-sold merchandise & golf memberships - Assisted with all tournament and events from start to finish (scorekeeping, setup, etc.) - Other necessary duties to maintain exceptional golf course conditions to ensure customers were satisfied