VP Retail Banking

• Sep 2023 - Present

Treasury Management Specialist

• Aug 2019 - Sep 2023

Banking isn't just about making loans or opening accounts. To me, it is learning about the people behind the business. What do they do well and what can I do as a trusted advisor to help them grow and meet their goals. WHO I WORK WITH:-Entrepreneurs-Farmers-Small to Medium Sized Businesses-Large Business or Corporations-Non ProfitsWHAT MAKES BANK MIDWEST DIFFERENT?-Founded in 1882 ( more than 100 years later I'd say we know what we are doing)-We are your one-stop-shop : banking, lending, wealth management, trust, and insurance-Driven by local investors and employee owners-Offers a wide variety of traditional and leading-edge financial products and services-Community Giving: committed to supporting charitable, education and community organizations Show less

Consumer Banking Team Lead

• Jan 2019 - Aug 2019

· Provide oversight and strategic direction to assigned consumer bankers within assigned region by setting, communicating and monitoring performance toward sales and referral goals; conduct regular sales meetings, one-on-one coaching and performance meetings· Demonstrate commitment to company’s risk management approach by complyingwith all applicable industry regulations andinternal policies/procedures and completing all required training· Promote the delivery of exceptional customer service to ensure our clients feel welcomed, valued and confident· Manage consumer banking portfolio and promote other consumer banking products and services Show less

CSA Supervisor

• Jun 2016 - Jan 2019

-Lead and supervise a team of 8-10 Customer Service Associates.-Responsible for internal controls and bank security to minimize potential risks to the bank.-Seeks opportunity for potential sales of bank services and makes referrals to other bank departments.-Originates, analyzes and services a variety of personal loans, home equity loans and other consumer loans.-Actively works with Customer Service Associates to perform a variety of routine banking transactions.

Retail Manager and Real Estate Lender

• Feb 2010 - Jun 2016

· Originate, analyze and service a variety of real estate, home equity and consumer loans (May 2015 to current)· Lead and supervise the retail banking staff: responsible for operational and internal controls, including proper segregation of duties and ensures operational efficiency and quality standards are met· Participate with Community Bank President in establishing branch goals and strategic objectives

Retail Associate/Admin Loan Assistant

• Sep 2008 - Feb 2010

· Prepared loan write-ups, annual reviews, loan memos, and local loan committee minutes as required· Provided lender support to collect appropriate documentation required by underwriting and loan policy· Performed a variety of routine banking transactions, including deposits, withdrawals, cashing checks, etc.· Delivered customer service and ensured customer problems were resolved in an above satisfactory manner

Account Executive

• Jan 2008 - Sep 2008

· Conducted credit analysis which included gathering, analyzing and interpreting all types of credit information on existing and prospective customers and portfolios · Input data gathered into track and reporting computer systems · Monitored customer accounts and lease portfolios in order to identify potential issues and thereby minimize the company’s credit risk and potential loss · Prepared and presented credit reports to person(s) responsible for maintaining control over the credit standings of individual accounts and portfolios for making lending decisions on new, renewal and the extension loans. Show less