Experience

United Community Bank

• United States
• Banking
• 500 - 600 Employee

• Commercial Relationship Manager, Vice President

  • Mar 2016 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Mortgage Banker

  • Sep 2015 - Feb 2016

  - Produce high quality Conforming & Nonconforming residential mortgage loans that meet Wells Fargo Home Mortgage guidelines - Build & maintain relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, etc - Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk - Produce high quality Conforming & Nonconforming residential mortgage loans that meet Wells Fargo Home Mortgage guidelines - Build & maintain relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, etc - Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk



Energy One Federal CU

• United States
• Banking
• 1 - 100 Employee

• Area Manager

  • Oct 2013 - Sep 2015



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Mortgage Consultant

  • Oct 2010 - Oct 2013

  • Originate quality loans aimed at satisfying customer needs and providing excellent customer service • Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk • Determine value of potential refinances with clients to uncover possible benefits and break-even analysis • Possess knowledge of company products, policies, procedures and underwriting requirements • Provide monthly and quarterly forecasts of individual and branch loan closings for Branch Manager’s review • Develop partnerships with real estate agents, builders and bank partners for the purpose of increasing loan volume • Coach and mentor bank partners on how to discuss purchase and refinance programs with bank customers • Assist co-workers with developing new strategies designed to exceed sales and referral goals Show less



Wachovia Bank

• Licensed Financial Specialist

  • May 2006 - Oct 2010

  • Opened accounts, generated loans & recommended investments to help clients achieve their current and future financial goals • Developed and enhanced banking relationships with existing clients • Prospected, identified and grew banking relationships with new clients • Served as mentor to new-hire Financial Specialists and existing team members • Led team huddles focused on product education, policy changes and providing excellent customer service • Ran conference calls and communicated results to Community Bank President and other teammates in District Manager’s absence • Consistently performed in the top 25th percentile of sales team in key sales areas • Assisted clients with resolving service-related issues on their accounts Show less