Dietra Porter, CTP
Treasury Management Officer at Flatirons Bank- Claim this Profile
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Bio
Wendi Nafziger
Dietra is a dedicated professional. She goes the extra mile for her clients with courtesy and excellent knowledge in the banking industry.
Wendi Nafziger
Dietra is a dedicated professional. She goes the extra mile for her clients with courtesy and excellent knowledge in the banking industry.
Wendi Nafziger
Dietra is a dedicated professional. She goes the extra mile for her clients with courtesy and excellent knowledge in the banking industry.
Wendi Nafziger
Dietra is a dedicated professional. She goes the extra mile for her clients with courtesy and excellent knowledge in the banking industry.
Credentials
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Certified Treasury Professional
Association for Financial ProfessionalsJul, 2021- Nov, 2024
Experience
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Flatirons Bank
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United States
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Banking
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1 - 100 Employee
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Treasury Management Officer
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Sep 2019 - Present
Work with mid-size commercial clients looking for a boutique banking experience. High touch customer service with rapid response time. FinTech analysis and market research, vendor analysis and relationship management, product recommendations, policy/procedure development, implementation and training of staff and clients. Assist in the design and print marketing material to target audiences regionally. Grown Treasury department with one direct report. Work with mid-size commercial clients looking for a boutique banking experience. High touch customer service with rapid response time. FinTech analysis and market research, vendor analysis and relationship management, product recommendations, policy/procedure development, implementation and training of staff and clients. Assist in the design and print marketing material to target audiences regionally. Grown Treasury department with one direct report.
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Porter Paints LLC
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Longmont/Boulder
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Co-Founder
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Mar 2010 - Present
Family owned and operated painting company partnering directly with homeowners or small business owners. We also partner with small to mid sized construction companies for residential and office interior paint projects. New construction and remodel, cabinet painting, trim, minor wall repair, texture and stain. Clean, punctual, and experienced. Family owned and operated painting company partnering directly with homeowners or small business owners. We also partner with small to mid sized construction companies for residential and office interior paint projects. New construction and remodel, cabinet painting, trim, minor wall repair, texture and stain. Clean, punctual, and experienced.
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High Plains Bank
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United States
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Banking
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1 - 100 Employee
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VP - Loan Officer/Project Manager
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Aug 2018 - Jul 2019
Helped develop, price and implement a Cash Management program. Assisted in development & implementation of hemp banking program with FinCEN and Farm Bill guidance. Generated over $5MM in loan volume, growing deposits by $2MM. Served on Marketing and Customer Experience committees and FinTech partner research. Helped develop, price and implement a Cash Management program. Assisted in development & implementation of hemp banking program with FinCEN and Farm Bill guidance. Generated over $5MM in loan volume, growing deposits by $2MM. Served on Marketing and Customer Experience committees and FinTech partner research.
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Bank of Colorado
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Banking
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300 - 400 Employee
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AVP - Loan Officer II
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Sep 2014 - Jul 2018
Full underwriting of commercial loan requests up to $3MM. Owner occupied real estate and operating lines of credit. Analyzed financial statements and created credit memos for loan committee presentation, voting member. Helped grow deposits and provide general sales leadership and to junior bankers. Bank representation at Community Events resulting in name/brand recognition and the beginning of a strong referral network. Full underwriting of commercial loan requests up to $3MM. Owner occupied real estate and operating lines of credit. Analyzed financial statements and created credit memos for loan committee presentation, voting member. Helped grow deposits and provide general sales leadership and to junior bankers. Bank representation at Community Events resulting in name/brand recognition and the beginning of a strong referral network.
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Chase Bank
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Littleton, Colorado
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Relationship Manager
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Aug 2004 - Sep 2014
Established and Managed $5 MM Business Portfolio Assisted in Underwriting of over $10MM in Business Loans/LOC. Manage Business Clients with Annual Revenues from $1MM - $5MM. Cash Management, Cash Flow solutions, Business Advisor, Top 20% Sales Nationwide year-over-year. Established and Managed $5 MM Business Portfolio Assisted in Underwriting of over $10MM in Business Loans/LOC. Manage Business Clients with Annual Revenues from $1MM - $5MM. Cash Management, Cash Flow solutions, Business Advisor, Top 20% Sales Nationwide year-over-year.
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World Access Marketing
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Denver, Phoenix
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Account Manager
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Feb 2004 - Jul 2004
Successful MLM experience. Learned how to walk into any business and make conversation, translating into a strong character in any situation today. One of the most impactful, yet short lived career experiences that I wish more people had the chance to grow from. B2B Sales is where my passion for entrepreneurs and helping them achieve their dreams was born! In this role. I managed various multi-million-dollar marketing campaigns through direct B2B sales. Hired, coached, and promoted independent contractors (my Team), and led various campaigns through multiple states learning how to manage others and keep a positive attitude in challenging situations. It was awesome.
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Assistant Branch Manager
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Feb 2002 - Feb 2004
Hired Employees, Audited Branch and Staff Members, Managed P&L Led Sales and Audit Meeting with Branch Manager Handled All Customer Complaints, Managed Teller Line, Coached & Counseled Hired Employees, Audited Branch and Staff Members, Managed P&L Led Sales and Audit Meeting with Branch Manager Handled All Customer Complaints, Managed Teller Line, Coached & Counseled
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Education
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2004 - 2008
University of Phoenix
Bachelor of Science, Business Management -
2016 -
ABA National Commercial Lending School
Certificate of Completion, Commercial Lending -
Front Range Community College
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Longmont High School
Community
