Experience

• 

  Planters Bank

  • United States

  • Portfolio Manager

    • Mar 2023 - Present
    • United States

• 

  Hancock and Whitney Bank

  • Vice President

    • Jul 2017 - Apr 2023

• 

  First NBC Bank

  • Greater New Orleans Area

  • Vice President

    • Jul 2014 - Apr 2023
    • Greater New Orleans Area

• 

  Whitney Bank

  • Vice President, Commercial Lender

    • Jun 1992 - Dec 2013

    Oversaw and performed commercial credit underwriting functions including processing, evaluating, and approving credit requests within designated credit authority levels, assessing financials, business plans, collateral, cash flow analysis, and credit status. Cultivated and delivered quality referrals to business partners, including Treasury Services and Wealth Management. Performed commercial real estate closing, ordering appraisals, environmental reports, and other critical closing activities.* Managed client portfolios for approximately 100 clients, including lines of credit, checking accounts, credit cards, payroll assist, wires, and funds transfer.* Processed commercial real estate closings to include ordering appraisals, environmental reports, and other critical closing activities.* Partnered with senior leadership and other business partners to conceive, expand, launch, and evaluate several critical client programs and services.Additional roles held with Whitney Bank include Vice President, Commercial Banker; Assistant Vice President, Business Banker; and Associate, Bank Officer.