Experience

United Community Bank

• United States
• Banking
• 500 - 600 Employee

• Commercial Lending Division Manager

  • Apr 2023 - Present

  Leading a team of Commercial Relationship Managers, Portfolio Managers and Loan Officer Assistants in the Atlanta Metropolitan Area.

• Senior Vice President Commercial Relationship Manager

  • Apr 2019 - May 2023

  RESPONSIBILITIES: Manage and expand existing customer relationships while introducing prospective new clients to the quality financial solutions we offer, including commercial lending, deposit accounts, treasury management, wealth, payroll, and merchant services. Specializing in identifying, underwriting, approving, and managing commercial real estate loans, and in companies with revenues ranging from $10M to $100M.RESULTS: Laid the groundwork for expanding our banking services throughout the Atlanta metropolitan region by striking up strategic partnerships with commercial real estate brokers, CPA firms and banking partners, and internally with treasury management, investment, leasing, merchant services, and commercial card services. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President Senior Business Relationship Manager

  • Apr 2011 - Apr 2019

  RESPONSIBILITIES: Identified, solicited and secured new business relationships while strengthening and expanding services to existing customers. Managed a portfolio of clients in the Metro Atlanta market with revenues from $5M to $50M, and lending needs from $500K to $10M. Created internal and external referral partnerships and a strategic prospecting plan to boost new client acquisition. RESULTS: In 2018 and continuing into the 1st quarter of 2019, we achieved our goals for new loans closed, new deposit production and partner revenue. In 2017 our team was first in all of business banking, exceeding loan, deposit and revenue goals. Show less



Priority Returns LLC

• Insurance

• Owner and Insurance Agent

  • Feb 2009 - Apr 2011

  RESPONSIBILITIES: Received training, certification and license to become an Exclusive Allstate Agent, establishing a new Allstate Insurance Agency from the ground up. Managed all aspects of the business, including networking for new client acquisition; selling a variety of insurance products; customizing programs to meet individual client needs; and supervising staff. RESULTS: Owning and managing the operation and profitability of a business enterprise imparted invaluable experience that served to strengthen my banking skills and understanding of the financial needs of my clients. Show less



BB&T Bank

• Business Service Officer III

  • Nov 2005 - Feb 2009

  RESPONSIBILITIES: Developed, managed and expanded banking relationships with businesses with revenues up to $50M. Offered a full range of financial solutions, including commercial loans, deposit products, cash and treasury management, insurance services, non-credit services, and more to existing and prospective business clients. Managed a large loan portfolio and uncovered new sales opportunities. RESULTS: Gained Sterling Performer recognition as Best in Peer Group for the Entire Company. Achieving successful results earned a promotion from Business Banker II to Business Service Officer III in January 2008. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Relationship Banker

  • Jun 2001 - Oct 2005

  RESPONSIBILITIES: Managed a large portfolio of business clients with revenues up to $5M. Retained and grew our business through relationship development and uncovering new opportunities using a Client Centered Selling approach. Sold a broad range of business products and services, including commercial loans, online business banking, investment accounts, insurance, payroll software, and more. RESULTS: Consistently ranked in the division's top 10 for Total Production. Appointed Team Mentor and Treasury Management Advisor for Commercial and Wealth Bankers. Show less



Shared Systems Inc

• Account Excutive

  • Jan 1996 - Jun 2001

  RESPONSIBILITIES: Generated sales revenue and national name recognition for Shared Data Systems' entire software suite, including enterprise management, network design and implementation, ISP services, ASP hosting, and more. Handled various marketing, advertising and trade show functions to promote products and increase brand visibility and sales. RESULTS: In successfully helping to meet the company's sales and marketing objectives, was able to gain a solid sales and customer service foundation upon which to build a career in commercial banking. Show less