Experience

53rd bank

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Dec 2019 - Present

  Jacksonville, Florida, United States Private Bank / Wealth Management



BBVA in the USA

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Jul 2009 - Present

  Jacksonville, Florida Area Successfully establish, maintain and develop relationships with Small and Middle Market businesses. Responsible for outbound business development calls and sales production. Proficient in underwriting and cash flow analysis for business lending. Currently, pacing at well over 184% of goal in business lending. Morning kick-off meetings; review goals, encourage and direct team. Demonstrate best practices. Involved in the negotiating and structuring of new loan requests. Helping… Show more Successfully establish, maintain and develop relationships with Small and Middle Market businesses. Responsible for outbound business development calls and sales production. Proficient in underwriting and cash flow analysis for business lending. Currently, pacing at well over 184% of goal in business lending. Morning kick-off meetings; review goals, encourage and direct team. Demonstrate best practices. Involved in the negotiating and structuring of new loan requests. Helping clients meet there business and personal financial goals. Responsible for coordinating the sale of business deposit, loans, cash management products Show less



CNL Bank

• Vice President, Busines Banker

  • Nov 2004 - Jun 2009

  Jacksonville, Florida Area Directly responsible for promoting new commercial and consumer banking relationships. Developed a loan portfolio of $35 million and new deposit growth of 160% of goal. Involved in the negotiating and structuring of new commercial loan requests. Proven track record demonstrating interpersonal skills necessary to conduct productive business development calls. Pursued and closed on new business opportunities as well as coached and developed employees. Utilized skills such as underwriting… Show more Directly responsible for promoting new commercial and consumer banking relationships. Developed a loan portfolio of $35 million and new deposit growth of 160% of goal. Involved in the negotiating and structuring of new commercial loan requests. Proven track record demonstrating interpersonal skills necessary to conduct productive business development calls. Pursued and closed on new business opportunities as well as coached and developed employees. Utilized skills such as underwriting analysis. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• VICE PRESIDENT, RELATIONSHIP MANAGER/ BUSINESS DEVELOPMENT/PORTFOLIO MANAGER

  • Jun 1997 - Nov 2004

  Jacksonville, Florida Area Managed relationships having total commitments of over $300MM. Analyzed cash flow and financial condition, evaluated collateral quality. Provided examination services of large and middle market commercial clients. Commercial Credit Underwriter providing Risk Analysis.