Experience

First Business Bank

• United States
• Financial Services
• 200 - 300 Employee

• Commercial Credit Analyst II

  • Jul 2021 - Present



Byline Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Credit Analyst

  • Dec 2020 - Jul 2021



Citizens Bank - WI

• United States
• Banking
• 1 - 100 Employee

• Commercial Credit Analyst

  • Feb 2018 - Dec 2020

  Responsible for providing detailed analysis and recommendations of credit worthiness of commercial borrowers. Ensures that proposed loans meet policy guidelines to maintain loan portfolio's requisite quality. Performs evaluations on collateral values. Responsible for providing detailed analysis and recommendations of credit worthiness of commercial borrowers. Ensures that proposed loans meet policy guidelines to maintain loan portfolio's requisite quality. Performs evaluations on collateral values.



Johnson Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Officer; Lead Credit Analyst

  • Jun 2017 - Feb 2018



BMO

• Canada
• Financial Services
• 700 & Above Employee

• US Collections Training Team Leader

  • Oct 2014 - Jun 2017

  - Lead a group of training specialists who provide support, new hire training, regulatory training and performance and enhancement training to the open and specialty areas within the collections department. - Responsible to establish and implement procedures relative to training and quality controls for the US Collections & SBSA Group. - Assist with Change Control Management and all duties associated. - Developing engaging classes that satisfies Line of Business needs. - Ensures that business units are in compliance with user access requirements per Bank Policy - Networks with Line of Business Managers to enhance operations. - Develop training curriculum as necessary. - Works with the Support Manager to complete special projects. Show less



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Credit Analysis Team Leader

  • Aug 2013 - Oct 2014



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Credit Analyst, Mentor

  • Sep 2008 - Aug 2013

  -Preparation of shell of loan presentation including existing and proposed debt and deposit relationships-Create collateral evaluation, cash flow analysis, real estate addendum(s), and other addenda as part of loan presentation-Spread and analyze financial statements-Calculate various financial covenants-Prepare and process meeting agendas-Verification of financial and documentation exceptions, and adherence to corporate loan policy-Performed first Regional Credit Center ISO Audit-designed and implemented loan presentation training program and mentored 15 new employees-designed and implemented agricultural loan presentation and spreading financial statement training program.-currently designing and implementing a financial statement spreading guide to be used in our business banking division. Show less

• Credit Operation Specialist

  • Feb 2006 - Sep 2008

  -perform post approval OnePoint tracking-financial statement monitoring, -exception reporting, -preparation and distribution of loan committee packages-assist with training new employees. -responsible for performing functions in a multi-bank / branch environment.

• Loan Services Specialist II

  • Jan 2001 - Feb 2006

  -Successfully completed a merger of all Credit Life & Disability claim files to a centralized servicing center-Process commercial payoff letters for the Milwaukee region, including calculating prepayment penalties.-Process, submit and track all Credit Life and Disability claims and payments for our loan customers for the entire corporation.-Performed 4 ISO Audits -Put together training program and trained new employees



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Delivery Support Specialist

  • May 2000 - Jan 2001

  -Provide support for 6 various branches which includes but is not limited to overdraft decisions and letters to customers, problem solving, research, back office, and various projects that may be assigned. -Account manager for Bankers Reserve Life which included account maintenance, assessing & collecting fees, and renewing certificates. -Provided up-to-date support and compliance/ procedure updates to associates -Provide support for 6 various branches which includes but is not limited to overdraft decisions and letters to customers, problem solving, research, back office, and various projects that may be assigned. -Account manager for Bankers Reserve Life which included account maintenance, assessing & collecting fees, and renewing certificates. -Provided up-to-date support and compliance/ procedure updates to associates