Experience

• 

  Celtic Bank

  • Portland, Oregon, United States

  • Senior Vice President - SBA Business Development Manager

    • Jan 2024 - Present
    • Portland, Oregon, United States
• 

  Umpqua Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Senior Vice President - National Sales Manager - SBA Division

    • Apr 2014 - Jan 2024

    I currently manage a team of 17 SBA Business Development Officers (BDO's) and 6 Business Development Associates (BDA’s) who are responsible for the production of government guaranteed loans generated across the footprint of the bank, which now includes over 400 store locations and 40 commercial banking centers in five states.My team specializes in all government guaranteed loan programs including SBA Express, 7a, 504 and USDA B&I loans.

  • Senior Vice President - Manager - Business Banking for Oregon and Northern California

    • Mar 2011 - Apr 2014

    Promoted to SVP to manage two of Umpqua's four business banking regions. Responsible for both Oregon and Northern California.Prior to my promotion I managed the Oregon Metro - Business Banking Center for Umpqua Bank. My team covered the greater Portland, Vancouver, and Eugene Business Banking Market.Umpqua's Business Banking Division was launched in April of 2011 to better address the lending needs of small business owners in our metro markets. The division has teams in place in four key metropolitan markets including Portland/Oregon, Seattle/Washington, Sacramento/California, and San Francisco/California.

  • Vice President - Commercial Relationship Manager

    • May 2005 - Mar 2011

    -Managed a large commercial loan portfolio including both C&I and commercial real estate loans.-Developed and analyzed financial data for new and renewed loans and wrote detailed credit recommendations based upon detailed analysis and interviews.-Worked closely with customers and prospects to gain information regarding their business, desire, ability and earning potential so that decisions regarding approval can be recommended based upon acceptable risk levels.-Made decisions on loans and terms within established delegated lending limits and/or made recommendations to the next appropriate level of authority.-Nominated for Umpqua Bank's internal "Commercial Relationship Manager of the Year" in 2010.

  • Vice President - Business Relationship Manager

    • Jan 2004 - May 2005

    -Responsible for the development of new loan and deposit growth for five Umpqua Bank retail store locations throughout the Portland Metro market area.-Developed and maintained revenue-generating client relationships by calling on existing customers to fulfill their needs with the appropriate products and services.-Regularly participated with senior management and store managers to plan and implement business development opportunities and activities.-Worked closely with commercial lenders, mortgage lenders, private banking, and treasury management to help provide an integrated delivery of financial services and products for prospects and relationship customers.-Consistently outperformed peers in the bank and was nominated for Umpqua Bank's internal "Rookie of the Year Award" in 2004.