Experience

Traditional Bank

• United States
• Banking
• 1 - 100 Employee

• Commercial Loan Officer

  • Aug 2017 - Present

  Lexington, Kentucky Area I strive to cultivate new relationship through business development activities, foster existing relationships in the Bank's deposit and loan portfolio, and provide exceptional customer service by thoroughly understanding all of Traditional Bank's products and services.

• Portfolio Manager

  • Oct 2011 - Aug 2017

  Lexington, Kentucky Area Job Duties Entailed: Attending meetings with existing and prospective clients to entertain new loan requests and foster existing relationships. Aiding in the structuring and preparation of loan proposals, including preparing comprehensive presentations for review by the appropriate approval body. Completing spreads with detailed narrative for medium and large commercial customers in various industries throughout Central Kentucky. Training and provide general supervisorial duties for the… Show more Job Duties Entailed: Attending meetings with existing and prospective clients to entertain new loan requests and foster existing relationships. Aiding in the structuring and preparation of loan proposals, including preparing comprehensive presentations for review by the appropriate approval body. Completing spreads with detailed narrative for medium and large commercial customers in various industries throughout Central Kentucky. Training and provide general supervisorial duties for the Bank's portfolio managers. Developing training procedures and tools for the lending and credit staff, and designing reports for review by senior management.

• Loan Review Analyst

  • Mar 2010 - Oct 2011

  Lexington, Kentucky Area Job Duties Entailed: Preparing detailed aggregate reviews based on varying scopes of focus, which includes in-depth review of loan documentation and preparing spreads to demonstrate capacity. Aiding in the completion of the bi-monthly loan review report for presentation to the Board of Directors. This includes isolation of trends and recommendations for improving the current policies and procedures. Designing reports for utilization by individuals throughout the lending department, and… Show more Job Duties Entailed: Preparing detailed aggregate reviews based on varying scopes of focus, which includes in-depth review of loan documentation and preparing spreads to demonstrate capacity. Aiding in the completion of the bi-monthly loan review report for presentation to the Board of Directors. This includes isolation of trends and recommendations for improving the current policies and procedures. Designing reports for utilization by individuals throughout the lending department, and providing support for the completion of the ALLL and concentration analysis



Bank of the Bluegrass & Trust Co.

• United States
• Financial Services
• 1 - 100 Employee

• Credit Analyst Supervisor

  • Aug 2007 - Mar 2010

  Lexington, Kentucky Area