Experience

C2FO

• United States
• Financial Services
• 700 & Above Employee

• Strategic SRM

  • Jul 2021 - Present

  -Prospects C-Suite level executives to discuss complex working capital structures to properly articulate how C2FO can fit into their Cash Management Suite. -Onboard new supplier relationships throughout the beginning of using the service -Identify and refer potential cash management solutions to our internal partners; Capital Finance and Cashflow+ -Prospects C-Suite level executives to discuss complex working capital structures to properly articulate how C2FO can fit into their Cash Management Suite. -Onboard new supplier relationships throughout the beginning of using the service -Identify and refer potential cash management solutions to our internal partners; Capital Finance and Cashflow+



First National Bank of Louisburg

• Prairie Village, Kansas

• Loan Officer AVP

  • Nov 2018 - Jul 2021

  As a Loan Officer for First National Bank of Louisburg, I help clients with their Consumer and Commercial loan needs. I handle all aspects of the lending process from beginning to closing. These aspects included but are not limited to manual underwriting, complex business and tax return review, credit structuring, credit report analysis, and loan presentations before the loan board. Product that I specialize in are Commercial Construction Lending, Residential Construction Lending, Cross Collateralization of multiple properties, secured lines of credit. During COVID 19 I implemented the PPP loan program for the bank; this includes all aspects of the SBA Loan from loan origination to loan closing and funding. In 2020, I was awarded a promotion to Assistant Vice President for my contributions to the bank. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Branch Manager

  • Jan 2017 - Oct 2018

  Manage a sales and operations team within the retail banking environment, Also was the primary Small Business sales development officer. Within 1 year promoted to one of the largest branches in the area. Mover the branch from low NPS results to meeting the goal within less than one year. Manage a sales and operations team within the retail banking environment, Also was the primary Small Business sales development officer. Within 1 year promoted to one of the largest branches in the area. Mover the branch from low NPS results to meeting the goal within less than one year.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager, Vice President

  • Jul 2005 - Jan 2017

  Maintained full responsibility for managing a licensed sales team in performing at optimal levels. Initiated B2C Sales through marketing tactics Analyzed Business Financials for lending opportunities Recognized by Division Management for successful tactics relating to deposit growth. Drove revenue growth initiatives, expanded the customer base, and improved customer retention. Supervised and coached sales and operations team in daily job activities. Handled financial management, P&L analysis, and budgeting functions. Pioneered the development and implementation of a training session for 25 Branch Managers on increasing cross-sell production. Spearheaded new household acquisition efforts for both consumer and business customers. Show less



Tri Counties Bank

• United States
• Banking
• 700 & Above Employee

• Branch Manager ISB

  • Mar 2001 - May 2005

  Provided leadership and direction to the team within the branch, which included training the team. Executed financial management, P&L management, and accounts payable tasks. Cultivated enduring relationships with the staff and improved retention. Delivered superior level of customer service to a diverse clientele. Launched the De Novo in-store branch Provided leadership and direction to the team within the branch, which included training the team. Executed financial management, P&L management, and accounts payable tasks. Cultivated enduring relationships with the staff and improved retention. Delivered superior level of customer service to a diverse clientele. Launched the De Novo in-store branch



Allstate

• United States
• Insurance
• 700 & Above Employee

• Sales Producer

  • May 1999 - Mar 2001

  Participated in sales, business development, and customer relationship management activities. Maximized revenue potential and grew the book of business using sound business acumen. Surpassed revenue targets on a consistent basis. Generated revenue from the sale of Home, Auto, and Life Insurance products. Participated in sales, business development, and customer relationship management activities. Maximized revenue potential and grew the book of business using sound business acumen. Surpassed revenue targets on a consistent basis. Generated revenue from the sale of Home, Auto, and Life Insurance products.