Experience

Schlagel

• United States
• Civil Engineering
• 1 - 100 Employee

• President - CEO (retired)

  • Nov 2015 - Dec 2021

  Business Management & Financial Consulting. Our company provides management consulting help and advice to organizations, and business to improve performance, efficiency and or profitability. We specialize in dealing with situations involving marketing, operations, organization, and leadership challenges. We analyze businesses and create solutions while also helping companies meet their goals. During our business planning process, we will help you refine your business model, identify your… Show more Business Management & Financial Consulting. Our company provides management consulting help and advice to organizations, and business to improve performance, efficiency and or profitability. We specialize in dealing with situations involving marketing, operations, organization, and leadership challenges. We analyze businesses and create solutions while also helping companies meet their goals. During our business planning process, we will help you refine your business model, identify your most profitable customers, fine-tune your marketing plan, and improve your sales projections. We provide an objective view, so your final business plan makes a statement that exudes confidence and attracts investors. Plan service includes both strategic and tactical components. Our marketing planning process is structured to provide real value, yet flexible enough to suit almost any small or mid-market business.
  Areas of Management and Financial Consulting include:
  • Business Plan / Marketing Plan
  • Cash Flow / Electronic Deposit Manager
  • Business/SBA Loans
  • Payroll Services
  • Credit Card Processing
  • LockBox Services/OnLine Payment Processing
  
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Home State Bank / N.A.

• United States
• Financial Services
• 100 - 200 Employee

• Management - McHenry North & South Locations

  • Aug 2016 - Dec 2019

  McHenry County Illinois Home State Bank opened its doors to McHenry County in 1915, and for 107 years we have been serving the McHenry County area. At Home State Bank we believe that strong relationships with our customers are our most important asset. Our goal is simple: to provide the best service possible to our customers every day. Whether it's to expand a business, open a checking account, invest for your future or assist you in financing your new home, our mission is to be your life-long financial partner and… Show more Home State Bank opened its doors to McHenry County in 1915, and for 107 years we have been serving the McHenry County area. At Home State Bank we believe that strong relationships with our customers are our most important asset. Our goal is simple: to provide the best service possible to our customers every day. Whether it's to expand a business, open a checking account, invest for your future or assist you in financing your new home, our mission is to be your life-long financial partner and friend. Show less



First American Bank

• United States
• Banking
• 700 & Above Employee

• AVP Branch Administration

  • Mar 2015 - Nov 2015

  North and Western Regions New position created at First American Bank. Floating-Relief Manager that covered 24 branches of the North and West Regions. Objective was to cover branches that were without a manager or assist the current manager to improve under-performing branches. Added experience, expertise and coaching to the staff to improve sales, operations, coverage for day to day activity. * Installed and promote sales culture and ensured staff received proper training to achieve goals * Implemented and… Show more New position created at First American Bank. Floating-Relief Manager that covered 24 branches of the North and West Regions. Objective was to cover branches that were without a manager or assist the current manager to improve under-performing branches. Added experience, expertise and coaching to the staff to improve sales, operations, coverage for day to day activity. * Installed and promote sales culture and ensured staff received proper training to achieve goals * Implemented and conducted daily sales huddles with entire staff * Assisted Group Manager in development of management candidates * Assisted Human Resources in finding permanent managers for branch locations * Assisted the new manager while in transition of the taking over the branch First American Bank is a $2.7 billion 50-branch commercial bank headquartered in Elk Grove Village, is privately held with over 80% owned by officers, directors and family members. Show less



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• AVP FINANCIAL CENTER MANAGER III

  • Jun 2004 - Mar 2015

  CHICAGO Management and accountability of, efficiency, profitability and all retail banking functions to meet sales goals as defined by corporate. Managed and development of bankers, loan officers, and investment personal Conducted daily sales huddles with entire staff. Promoted the sales culture and ensured staff received proper training to achieve the branch and individual goals. Conducted sales meetings with business partners, coaching sessions, and performance evaluations for appropriate branch… Show more Management and accountability of, efficiency, profitability and all retail banking functions to meet sales goals as defined by corporate. Managed and development of bankers, loan officers, and investment personal Conducted daily sales huddles with entire staff. Promoted the sales culture and ensured staff received proper training to achieve the branch and individual goals. Conducted sales meetings with business partners, coaching sessions, and performance evaluations for appropriate branch staff. Set priorities, directed, delegated, and follows up on responsibilities within the branch. Maintained thorough knowledge of trust, mortgage and other financial products and partnered recognize client needs and made referrals to appropriate partners or specialists. Participated in outside calling efforts on current and new business. Acted as bank liaison within the community to promote the services and products of all lines of business at the bank. Lead region and branches during the absence of a regional manager.  * 2013 Raised employee satisfaction to a score of 4.97% (5.00 scale)  * 2013 Customer Experience Score was 4.95 (5.00 scale)  * 2013 Total cross sales of 5.87 per customer (5th in BankCorp)  * 2013 Regional operational excellence award. (Chicago Area)  * 2006 Received Coach of the year award (Chicago North Region) Show less



First American Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President Branch Manager

  • Jan 1999 - Jun 2004

  VERNON HILLS Managed branch and development of bankers, loan officers, and investment personal, Accountable for profitability of the branch, forecasting future profitability and effect. Lead the branch through three senior management changes in 5 years  1999 Identified deficiencies in staff and performance  2000 Cross Trained staff for greater productivity  2004 Branch ranked 2nd for the year vs 24th (last) upon arrival in 1999  2004 Established of Business Merchant ATM in shopping… Show more Managed branch and development of bankers, loan officers, and investment personal, Accountable for profitability of the branch, forecasting future profitability and effect. Lead the branch through three senior management changes in 5 years  1999 Identified deficiencies in staff and performance  2000 Cross Trained staff for greater productivity  2004 Branch ranked 2nd for the year vs 24th (last) upon arrival in 1999  2004 Established of Business Merchant ATM in shopping mall  2004 ATM increased revenue 110% from new outside source Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Regional Manager Chicago Group

  • Jan 1995 - Dec 1999

  CHICAGO Regional Manager of 14 locations with 155 employees. Assumed leadership of a recently acquired bank, with leadership of investment, mortgage, consumer loans and retail banking divisions. Under my leadership increased sales revenue by 83%  Analyzed operations and personnel  Installed and maintained compliance regulatory procedures, revised operating systems  Redefined job descriptions  Established sales goals  Coached managers for sales improvement expectations… Show more Regional Manager of 14 locations with 155 employees. Assumed leadership of a recently acquired bank, with leadership of investment, mortgage, consumer loans and retail banking divisions. Under my leadership increased sales revenue by 83%  Analyzed operations and personnel  Installed and maintained compliance regulatory procedures, revised operating systems  Redefined job descriptions  Established sales goals  Coached managers for sales improvement expectations  Reshaped the sales organization, installing a common corporate culture.  Closed under-performing and unprofitable branch  Contributed to the policy rewrite and Lan system upgrade Show less



Avondale

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President Consultant

  • Feb 1994 - Jan 1995

  Lake Forest Illinois Requested by the owners of a privately held company to assist in transitioning the bank to a public entity. Participated in the internal due diligence, contributed to the content of the prospectus, developed the promotion of the public offering and presented to potential investors. Created projects to determine application of funds Implementation of audit procedures, technology adaptations, new equipment Calling and Presentations to prospective investors Converted initial… Show more Requested by the owners of a privately held company to assist in transitioning the bank to a public entity. Participated in the internal due diligence, contributed to the content of the prospectus, developed the promotion of the public offering and presented to potential investors. Created projects to determine application of funds Implementation of audit procedures, technology adaptations, new equipment Calling and Presentations to prospective investors Converted initial public stock offering of $25 million Created projects to determine application of funds related to implementation of audit procedures, technology adaptations, new equipment, building improvements, and expense projections Show less



U.S. Department of the Treasury

• United States
• Government Administration
• 700 & Above Employee

• Managing Agent

  • Jun 1988 - Feb 1994

  Chicago/Waukgan Illinois Agent in charge of the Waukegan Branch of Home Federal Savings, while in conservatorship of the bank under the US Treasury. Managed the S&L through conservatorship to final sale of building, deposits, and loan assets to acquiring bank.  Maintained sealed bid confidentially and review of all loan, acquisition packages  Main contact for negations, liaison for bidding companies for packages  Responsible for separating… Show more Agent in charge of the Waukegan Branch of Home Federal Savings, while in conservatorship of the bank under the US Treasury. Managed the S&L through conservatorship to final sale of building, deposits, and loan assets to acquiring bank.  Maintained sealed bid confidentially and review of all loan, acquisition packages  Main contact for negations, liaison for bidding companies for packages  Responsible for separating evaluation of all loans, deposits portfolios for initial bid  Accountable for final packages and sales Show less