Experience

BLC Community Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President Commercial Lending Officer

  • Feb 2019 - Present

  Fox Valley, WI BLC Community Bank, founded in 1906 with a capitalization of $15,000, is one of the few remaining independent community banks in Wisconsin. We are locally owned and all banking decisions are made right here. We are large enough to serve your financial needs, yet small enough to give you the personal service you deserve. We offer a wide variety of products and services to meet your financial needs today and in the future. Our friendly and helpful staff is dedicated to providing superior service… Show more BLC Community Bank, founded in 1906 with a capitalization of $15,000, is one of the few remaining independent community banks in Wisconsin. We are locally owned and all banking decisions are made right here. We are large enough to serve your financial needs, yet small enough to give you the personal service you deserve. We offer a wide variety of products and services to meet your financial needs today and in the future. Our friendly and helpful staff is dedicated to providing superior service and we continually strive to exceed the expectations of our customers. Show less



WBD Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Training & Development

  • Oct 2017 - Jan 2019

  Wisconsin To further support WBD's mission to be “Your Business Finance Resource” for lenders, small businesses, and economic development organizations throughout the markets it serves, WBD has embarked on a new effort to significantly expand its Lender Training offerings, its outreach and involvement with Lender Services participants, and to engage and support Intermediary Lenders. These services and programs will be made available through WBD Service Company, LLC ("WBDSC"), a wholly-owned subsidiary of… Show more To further support WBD's mission to be “Your Business Finance Resource” for lenders, small businesses, and economic development organizations throughout the markets it serves, WBD has embarked on a new effort to significantly expand its Lender Training offerings, its outreach and involvement with Lender Services participants, and to engage and support Intermediary Lenders. These services and programs will be made available through WBD Service Company, LLC ("WBDSC"), a wholly-owned subsidiary of WBD, Inc. Lender Training initiatives will continue to reach WBD's traditional bank and credit union lending institutions, but will now be expanded to include local revolving loan funds, minority Chambers of Commerce, and SBA Community Advantage lenders. The desired outcomes of these training efforts will include raising awareness and understanding of SBA Loan Programs; providing best practices for managing an SBA loan portfolio; and helping lenders understand how to position their clients for an SBA credit solution. Lender Services is focused the delivery of SBA 7(a) lending services to institutions that have engaged in a formal Lender Services Provider agreement ("LSP") with WBDSC for SBA loan packaging; electronic submission assistance; pre-closing and/or post-closing loan assistance; and loan servicing support. Managing the expectations and experience of LSP clients is paramount. WBDSC will move to toward supporting the needs of Intermediary Lending organizations located in the markets it serves. Examples of Intermediary Lenders include local revolving loan funds, SBA Community Advantage lenders, minority Chambers of Commerce, and other economic development organizations. Services to Intermediary Lenders may include SBA and business credit training, back-office loan operations support, and loan and/or credit administration support.

• Vice President & Loan Officer

  • Aug 2013 - Oct 2017

  Northeast Wisconsin WBD was formed to assist small businesses in gaining access to capital in order to grow their enterprises, provide job opportunities, and build their communities. The cornerstone of WBD's success has been derived from its delivery of the SBA 504 product throughout the state of Wisconsin and eastern Minnesota. Across the United States, not-for-profit Certified Development Companies (CDC) are responsible for delivery of the SBA 504 loan product, which fulfills the U.S. Small Business… Show more WBD was formed to assist small businesses in gaining access to capital in order to grow their enterprises, provide job opportunities, and build their communities. The cornerstone of WBD's success has been derived from its delivery of the SBA 504 product throughout the state of Wisconsin and eastern Minnesota. Across the United States, not-for-profit Certified Development Companies (CDC) are responsible for delivery of the SBA 504 loan product, which fulfills the U.S. Small Business Administration’s (SBA) public policy objective of supporting small businesses and job creation through long-term, fixed-rate financing. In addition to the SBA 504 product, through its other affiliates, WBD provides SBA consulting & training, SBA 7(a) loan packaging services, and direct loans through the SBA Community Advantage loan progra. These additional value-added services allow WBD to leverage its knowledge, service and solutions to be "Your Business Finance Resource." Since 1981, WBD has helped fund over 2,000 businesses and create nearly 64,000 jobs! In fiscal 2016, WBD provided 123 SBA 504 loans totaling $104.8MM, which placed WBD in the top ten among CDCs nationwide. In June 2013, WBD was awarded SBA's "Certified Development Company of the Year" award (large portfolio) based on its successful track record and commitment to economic development through a wide range of resources available to the corporation.



Associated Bank, N.A.

• Government Guaranteed Lending Program Manager

  • Apr 2007 - Jul 2013

  Wisconsin, Minnesota, Illinois Responsible for leading Associated's government guaranteed lending activities. Managed team responsible for oversight of appropriate credit structuring and eligibility testing for all available SBA programs; preparation of specific government documentation packages; enacting compliant loan servicing actions; assisting with loan renewals; and oversight of government reporting.

• Commercial Relationship Manager

  • Oct 2003 - Apr 2007

  NE Wisconsin

• Commercial Credit Analyst

  • Feb 1999 - Oct 2003

  NE Wisconsin