Experience

Jefferson Security Bank

• United States
• Banking
• 1 - 100 Employee

• Loan Officer / Loan Operations Specialist

  • Jan 2021 - Present

  We are a community bank that partners with our customers to enhance their lives and enrich our communities through local-decision making. We are a community bank that partners with our customers to enhance their lives and enrich our communities through local-decision making.


Epic Planning
• United States
• 1 - 100 Employee
• Advisor

  • Mar 2019 - Dec 2020


First United Bank & Trust

• United States
• Banking
• 200 - 300 Employee

• Commercial Relationship Manager

  • Apr 2018 - Mar 2019

  Has a responsibility of taking, underwriting, and executing commercial loan applications for C&I and CRE loans. Participate in community events to represent BCT during work and after work hours. Develop relationships with prospects and referral sources by networking. Develop an outside call schedule to visit new potential prospects as well as existing customers. Be knowledgeable in all bank products to help meet clients needs. Has a responsibility of taking, underwriting, and executing commercial loan applications for C&I and CRE loans. Participate in community events to represent BCT during work and after work hours. Develop relationships with prospects and referral sources by networking. Develop an outside call schedule to visit new potential prospects as well as existing customers. Be knowledgeable in all bank products to help meet clients needs.



BCT - Bank of Charles Town

• Commercial Loan Officer

  • May 2014 - Apr 2018

  Has a responsibility of taking, underwriting, and executing commercial loan applications for C&I and CRE loans. Participate in community events to represent BCT during work and after work hours. Develop relationships with prospects and referral sources by networking. Develop an outside call schedule to visit new potential prospects as well as existing customers. Be knowledgeable in all bank products to help meet clients needs. Has a responsibility of taking, underwriting, and executing commercial loan applications for C&I and CRE loans. Participate in community events to represent BCT during work and after work hours. Develop relationships with prospects and referral sources by networking. Develop an outside call schedule to visit new potential prospects as well as existing customers. Be knowledgeable in all bank products to help meet clients needs.



Mariner Finance

• United States
• Financial Services
• 700 & Above Employee

• Accounts Representative

  • Aug 2012 - May 2014

  Has responsibility for rewriting or collecting assigned delinquent accounts or one or more types of loans. Taking, processing and underwriting applications Contacts delinquent customers to determine reasons for delinquency and to effect prompt payment or to rewrite loans to strengthen the position of the company. Reviewing customers who have become past due for legal situations and executing any legal action needed. Handling accounts holders that have filed bankruptcy. Has responsibility for rewriting or collecting assigned delinquent accounts or one or more types of loans. Taking, processing and underwriting applications Contacts delinquent customers to determine reasons for delinquency and to effect prompt payment or to rewrite loans to strengthen the position of the company. Reviewing customers who have become past due for legal situations and executing any legal action needed. Handling accounts holders that have filed bankruptcy.