Experience

• 

  Johnson Financial Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Officer, Commercial Loan Portfolio Manager

    • Oct 2019 - Present

  • Commercial Loans

    • Jul 2006 - Present

    Coordinates loan documentation for new and renewed commercial loans for assigned region through a comprehensive review of the loan presentation; completes appropriate due diligence for document preparation, works in partnership with relationship managers, credit analysts, and loan documentation team to ensure appropriate language is included within loan documents that protects the bank within the assigned loan term. Proactively generates and manages financial and collateral tickler reports to coordinate and follow up on required items for assigned area(s); calls clients to request information and communicates timely with relationship managers to ensure standards are met and ticklers are cleared. Coordinates submission of original signed loan documents, supporting documentation, and client financial statements to lending support and/or credit team for imaging.Assists clients by responding to requests relating to loan transactions, treasury management, depository accounts, and other services related to maintaining a full-service commercial banking relationship.Responsible for overseeing regular processing of daily or weekly client transactions (i.e., draws, wires, etc.) for clients. Assists relationship managers in assembling client proposals and marketing materials. Demonstrates full and complete understanding of loan policies and procedures. Provides accurate financial and statistical analysis as well as sound risk assessment of new and existing bank customers. Ensures that annual loan maturities and renewals are completed to avoid administrative past due loans. Works with RM’s to research and resolve situations where changes in loan structure may be necessary due to borrower, market, or industry changes. Responsible for due diligence and review of loan documentation. Manages “tickler” reports for assigned portfolio and the of RM’s assigned to assist. Is jointly responsible with RM to enhance the customer experience.

  • Officer - Card Product Business Analyst

    • Mar 2015 - Oct 2015

    Responsible for assessing and improving products and services, sales effectiveness and project implementations. Developing and implementing new products, enhancements, reporting, and distribution to line of business partners. Developing and maintaining training material, policies and procedures, and card website. System administration of resource center and intranet site.Ensuring all products and services are in compliance.

  • Treasury Management RM/Commercial Lending Specialist., Officer

    • Apr 2012 - Mar 2015

    Coordinates loan documentation for new and renewed commercial loans for assigned region through a comprehensive review of the loan presentation; completes appropriate due diligence for document preparation, works in partnership with relationship managers, credit analysts, and loan documentation team to ensure appropriate language is included within loan documents that protects the bank within the assigned loan term. Proactively generates and manages financial and collateral tickler reports to coordinate and follow up on required items for assigned area(s); calls clients to request information and communicates timely with relationship managers to ensure standards are met and ticklers are cleared. Coordinates submission of original signed loan documents, supporting documentation, and client financial statements to lending support and/or credit team for imaging.Assists clients by responding to requests relating to loan transactions, treasury management, depository accounts, and other services related to maintaining a full-service commercial banking relationship.Responsible for overseeing regular processing of daily or weekly client transactions (i.e., draws, wires, etc.) for clients. Assists relationship managers in assembling client proposals and marketing materials.

  • Commercial Manager

    • Jul 2006 - Apr 2012

• 

  M&I Bank- Appleton

  • Commercial Lending Assistant

    • Apr 2000 - Jul 2006

• 

  Anchor Bank

  • Asst Branch Manager

    • 1997 - 2000

• 

  F&M Bank

  • Administrative Asst- Loans/Bus Dep

    • 1995 - 1998