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Joseph Klein

Commercial Loan Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Point Breeze Credit Union</span>
Intro Book
Seasoned executive with 12+ years of experience in management, sales, and operations.
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Location
Baltimore, Maryland, United States, US
Skills
  • Microsoft Office
  • Microsoft Excel
  • Microsoft Word
  • Sales Management
  • Management
  • Show all
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Bio

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Joseph Klein is a seasoned executive with 12+ years of experience in management, sales, and operations. He has held leadership roles in commercial lending, business services, and regional banking. He has expertise in project management, account management, and operations management. He holds a Bachelor's degree in Finance and Economics from Florida State University and certifications in Series 6 and Series 63.

Credentials

  • Series 6
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2011
    - May, 2026
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2011
    - May, 2026

Experience

  • Point Breeze Credit Union
    • Hunt Valley, Maryland, United States
    • Commercial Loan Officer
      • May 2023 - Present
      • Hunt Valley, Maryland, United States
  • CBRE
    • Baltimore, Maryland, United States
    • Business Services Manager
      • Jun 2022 - Jan 2023
      • Baltimore, Maryland, United States
  • Wells Fargo
    • Regional Banking Manager
      • Feb 2010 - Jun 2022

      • Manage and coach a staff of 17 employees, responsible for the day-to-day business operations of a bank branch with $70 million in deposits, $150 mil investments, and $40 mil loans. • Provides the strategic direction of the branch department financial operations through development, enhancement ...

  • Suntrust
    • Sales And Service Agent
      • Oct 2008 - Feb 2010
  • Klein Real Estate
    • Tallahassee, Florida Area
    • Project Manager
      • Dec 2004 - Oct 2008
      • Tallahassee, Florida Area

      Developed and administered budgets, developed business goals and objectives, administrated staffing (20 emp)Managed day to day operations, sales and service, and marketingRecorded transactions on network database; maintained general ledger and balance sheets; handled month-end-closings; performed...

Education

  • 2000 - 2004
    Florida State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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