Advisory Board Member

• Aug 2020 - Present

BWG is an invite-only network for senior executives across technology, media and telecom. BWG industry professionals participate in a series of roundtables discussions, which are a valuable resource for market intelligence, business development and personal / professional networking. BWG is an invite-only network for senior executives across technology, media and telecom. BWG industry professionals participate in a series of roundtables discussions, which are a valuable resource for market intelligence, business development and personal / professional networking.

Chief Operations Officer

• Feb 2015 - Present

Driving improvement to customer engagement through updated technology, process improvement, and breaking down barriers between the front line and operational support. It is all about the people, both the people we care for and those we care about. Making it easier for our employees to take care of customers will translate into more time spent taking care of customers.

Chief Banking Officer

• Dec 2015 - Dec 2016

Sr. Vice President/Senior Operations Officer

• Dec 2013 - Feb 2015

Leadership amd support of Operations Teams and IT Team in maintaining effective solutions for Client Servicing, Risk Management, Compliance, Process Enhancement, Vendor Management, and Workflow Management.

Sr. Vice President/Director of Credit Administration

• Dec 2012 - Dec 2013

Leadership and support of the Credit Administration and Loan Operations Teams in credit underwriting, policy compliance, loan documentation, loan review, loan booking and servicing, portfolio management, and risk identification/mitigation strategies.

Sr. Vice President/Credit Administration

• Jun 2011 - Nov 2012

Working with the lending staff to evaluate and underwrite lending opportunities, portfolio management of an existing commerical portfolio, primarily medical accounts, and work directly with clients on challenging accounts to develop and implement strategies for improvement or exit strategies.

Vice President/Commercial Banker

• Sep 2010 - Jul 2011

Developed relationships with professional clients and their practices by understanding their needs and tayloring financial services, primarily on the credit side, to help them reach their goals.

Vice President/Area Executive

• Apr 2004 - Jul 2010

Set up the Banks first full service branch office in the Wilmington Market including the completion of the facilities, hiring and training of staff and business development. Management of a $40 Million loan portfolio including growth, documentation, servicing, problem loan identification & workout, and reporting of both retail and commercial accounts. Responsible for regional sales goals, profit performance, and loan quality. Set up the Banks first full service branch office in the Wilmington Market including the completion of the facilities, hiring and training of staff and business development. Management of a $40 Million loan portfolio including growth, documentation, servicing, problem loan identification & workout, and reporting of both retail and commercial accounts. Responsible for regional sales goals, profit performance, and loan quality.

Sr. Vice President, Regional Executive

• Dec 2000 - Apr 2004

Worked with key managers to shift the focus of the organization from “inside out” to “outside in”. Extensive work with several problems loans in the portfolio and managing the larger client relationships. Worked with key managers to shift the focus of the organization from “inside out” to “outside in”. Extensive work with several problems loans in the portfolio and managing the larger client relationships.

Small Business Specialist

• Dec 1999 - Nov 2000

• Identifying and underwriting of loan prospects for the Banks U.S. Small Business Administration Program and U.S.D.A. Business Loan Program in Eastern NC from Jacksonville, to Fayetteville to Myrtle Beach, SC.

Vice President/Business Banker

• Aug 1998 - Nov 1999

•Primary responsibility is in the growth and retention of a $19MM commercial portfolio including the development, underwriting, documentation and closing of new relationships developed personally and through other branch employees.

Sr. Vice President/Sr. Portfolio Manager

• Jan 1997 - Aug 1998

Commercial Banking Unit, VP, Senior Portfolio Manager (1997-1998)•Responsible for the relationship management of a $69MM Commercial portfolio consisting of light manufacturing, asset based lending, real estate and service companies on a local, regional and national basis. Average company size in the $2 Million to $25 Million average sales range with an average loan size of $900M.•Primary responsibility is in the growth and retention of a portfolio, as well as the development, underwriting, documentation and closing of new relationships developed personally and through other Business Development Officers.•Maintained approval authority up to $1.5 Million within the market on all credit types. Show less

VP, Regional Credit Administration

• Sep 1994 - Jan 1997

•Led the consolidation of three loan servicing shops into one facility, reducing costs and improving quality.•Initiated improvement of efficiencies and developed workflow standards that would facilitate consolidation into the holding company.•Developed a customer service mentality at the servicing level to improve customer satisfaction.•Standardized the lending function to bring tools and procedures of the holding company to the local level and adapting these procedures to fit each market.•Responsible for the budgeting, cost control and personnel management of a 100 person staff through five area managers.•Underwrote and reviewed commercial loan transactions up to $10MM for further consideration by the Senior Credit Officer.•Worked with the lending staff to help prepare deals for approval and meet with customers to better understand their financial needs. Show less

Commercial Credit, Credit Officer, Credit Analyst Manager

• Jun 1991 - Aug 1994

•Responsible for the timeliness and quality of workflow through the Credit Department and provide the lending staff of a $250 Million portfolio with Credit Analysis and support for decision making.•Required continuous development and implementation of training plans designed to increase the skill level and professionalism of the analysts and lenders.•Reviewed credit transactions to identify exceptions to policy and regulation as well as help in the early identification of weaknesses in credits. Show less

Credit Analyst

• Jun 1990 - Jun 1991

Provide the lending staff and loan committees with loan presentations to assist in the decision making and underwriting of commercial transactions.

Vault Teller

• Jun 1988 - Jun 1990

-Managed large commercial cash transactions for bank clients and provideds for the Banks overall cash needs.

Proof Operator

• 1987 - 1988

Convert paper transactions into computer recognized documents through MICR encoding. Convert paper transactions into computer recognized documents through MICR encoding.