Bio
Experience
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U.S. Bank
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Portland, Oregon Metropolitan Area
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Business Banking Relationship Analyst / AVP
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Nov 2023 - Present
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Portland, Oregon Metropolitan Area
Provide support for Business Banking Relationship Managers.
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US Bank
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Portland, Oregon
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Credit Analyst
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Mar 2010 - Jun 2023
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Portland, Oregon
* Worked in Private Wealth Management with a group of dedicated analysts. * Underwrote loan requests in a high-volume environment which included analysis, approval and problem solving. * Provided clear analytics and strategies to support internal and external clients.* Managed and prioritized per...
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Commercial Lending Consultant and Business Strategist
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Jun 2009 - Mar 2010
* Assisted clients with commercial credit needs in a market emerging from a recession. * Developed opportunities for businesses to grow during this time period by partnering with Connectworks, a business growth strategy company. * CCS, LLC partnered with Connectworks to provide resources to excee...
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Member
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Dec 2008 - Feb 2010
Volunteered with various Chamber of Commerce functions; including the Ambassadors and provided support in community relations.
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Commercial Lending Relationship Manager
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Aug 2004 - Oct 2008
* Extensive experience with commercial lending including construction, commercial and industrial loans, SBA, and equipment financing. * Strong credit analysis skills including loan approval, underwriting and closing. * Provided client satisfaction and consultation. Worked with upper-management i...
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Branch Manager
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Jun 2003 - Aug 2004
* Developed new and deepened existing business for the branch. Primary areas were business loans, lines and leases. * Focused on relationship building with business clients. Average quarterly goals met included 90% of business loans, 104% deposit to goal and 96% retail net loan growth. * Increas...
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Key Privilege Account Relationship Manager
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Jan 2000 - Jan 2003
* Managed and developed Key Privilege customer base. Key Privilege program included multiple services to customer base. * Maintained and exceeded a high level of service and customer loyalty while developing and increasing book of business. * Attained 118% of production profit goal in 2002. Finis...
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United States
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Banking
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100 - 200 Employee
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Retail Bank Assistant Manager
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Jan 1993 - Jan 1999
* Assisted manager in development and increase of monthly loan production level of $1+ million during1997. Due to these efforts the branch reached over $13MM in consumer loans closed in 1998. * Actively managed customer service standards in teller, lending and new account areas.
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Account Representative
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Apr 1987 - Jan 1993
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Education
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Portland State University
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Portland State University - School of Business
Suggested Services
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