Experience

• 

  Bok Financial

  • Vp Commercial Credit Product Underwriter Ii

• 

  BOK Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • VP Commercial Credit Product Underwriter II

    • Mar 2023 - Present

  • AVP Commercial Credit Product Underwriter I

    • Oct 2021 - Present

    Underwriter

• 

  Bank of Oklahoma

  • Tulsa, Oklahoma Area

  • AVP Loan Review Officer III

    • Mar 2018 - Oct 2021
    • Tulsa, Oklahoma Area

• 

  RDK & Associates

  • Tulsa, Oklahoma Area

  • Bank Consultant : Loan Review

    • Apr 2015 - Mar 2018
    • Tulsa, Oklahoma Area

    Analyze a sample of a bank’s loan portfolio for credit quality, sufficient credit documentation, lien perfection, adherence to loan agreement covenants, compliance with internal policies, properly identify individual relationship’s risk rating, and identify impaired loans and analyze impairment. Communicate with bank leadership noted deficiencies and identified weaknesses and assist with development of action plan to take corrective measures.

• 

  UMB Bank

  • Tulsa, Oklahoma

  • Client Relationship Manager

    • Jan 2014 - Apr 2015
    • Tulsa, Oklahoma

    Work with my customers, both small businesses and consumers, to achieve their short and long term financial and banking needs. I help my customers obtain these goals through saving correctly, establishing lines of credit, increasing their cash flow for everyday life, growth opportunities, and for emergency situations.

• 

  JPMorgan Chase

  • Mortgage Banker

    • 2013 - Jan 2014

    Prospect for new business opportunities by cold calling, in branch, and through database profilingEvaluate appraisals for accurate comparable and construction qualityProfile customers to place them in the right mortgage programReview customers financials to produce financial ratios and qualify income Collect and disclose proper paperwork to ensure government and company regulations are known and followed

  • Relationship Banker, Small Business Specialist

    • 2011 - 2013

    Qualify customers’ financials for business lines of credit and secured loansFollowed publications and market trends to identify customer opportunities and risksWork with branch employees to ensure government and company regulations were known and followed Enhance and deepen customer relationships by recommending other business and bank products Work with branch team to identify potential customersContinuously studied competitors’ product offerings to stay on top of industry standards and trends