Experience

WBD Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Lender Services Provider

  • Sep 2023 - Present



Bank First

• United States
• Banking
• 200 - 300 Employee

• Assistant Vice President - Credit Officer

  • Feb 2023 - Jun 2023

  United States

• Assistant Vice President - Credit

  • May 2007 - Feb 2023

  Fond du Lac, WI Responsible for analyzing, monitoring and administering commercial loans to assist the bank in achieving its safety and soundness goals. This included evaluating new lending prospects as well as ongoing relationships. My involvement in the bank's government guaranteed lending programs (SBA and USDA) created a seamless experience for customers beginning with application assistance through loan funding.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • May 2004 - May 2007

  As a Personal Banker, I spent much of my day building relationships, both in person and by phone, to further understand one’s financial needs in order to provide sound suggestions. A large focus was on providing retail banking products and services to both existing customers and prospects. I managed a customer portfolio, servicing those relationships and cross-selling all products and services with the goal of acquiring 100% of the customers' business. I worked diligently to exceed… Show more As a Personal Banker, I spent much of my day building relationships, both in person and by phone, to further understand one’s financial needs in order to provide sound suggestions. A large focus was on providing retail banking products and services to both existing customers and prospects. I managed a customer portfolio, servicing those relationships and cross-selling all products and services with the goal of acquiring 100% of the customers' business. I worked diligently to exceed challenging sales and referral goals by proactively selling products and services and referring customers to other areas of the bank when appropriate (mortgage, small business, investments). Show less