Experience

West Gate Bank

• United States
• Banking
• 100 - 200 Employee

• Senior Vice President - Senior Credit Officer

  • Jan 2019 - Present

  Management of Bank Credit Administration Chair of Loan Committee Oversight of ALLL, CECL, Loan Policy Member of Executive Team Loan Review function Direction in Underwriting Management of Analysis function & support staff

• Senior Vice President - Lending & Investment Officer

  • May 2007 - Jan 2019

  Monitor and service Commercial loan portfolio. Business Development activities. Interface and direct support staff regarding loan documentation. Institutional investment underwriting / purchasing. ALM Committee Member. Compliance Committee Member. Bank CRA Officer 2012-2016. Various experience in C&I / CRE / Leveraged Lending.

• Credit Analyst - Commercial Lending

  • Aug 2004 - May 2007

  Prepared analyzes discussing borrower financial capacity, loan policy adherence, and risk validation. Maintained and oversaw interim financial reporting. Established policies and procedures for credit analysis department. Created financial spreadsheets and valuation documents for business and real estate loans. Developed loan portfolio monitoring reports for board and loan committee review.



Pinnacle Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker / Teller

  • May 2003 - Jun 2004

  Opened accounts and performed various retail transactions for customers. Handled cash, checks, and negotiable instruments. Opened accounts and performed various retail transactions for customers. Handled cash, checks, and negotiable instruments.



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2001 - Aug 2001

  Worked with representatives in generating prospects and setting appointments. Extensive customer service and sales experience. Life and health insurance licensed. Worked with representatives in generating prospects and setting appointments. Extensive customer service and sales experience. Life and health insurance licensed.