Experience

Willamette Valley Bank

• United States
• Banking
• 100 - 200 Employee

• VP / Commercial Loan Officer

  • Jun 2019 - Present

  Responsible for developing and managing a $45MM loan portfolio consisting of commercial real estate (CRE) and commercial (C&I) loan accounts. Also responsible for cross-selling deposit, treasury management, and consumer products. Responsible for developing and managing a $45MM loan portfolio consisting of commercial real estate (CRE) and commercial (C&I) loan accounts. Also responsible for cross-selling deposit, treasury management, and consumer products.



Zions Bank

• United States
• Banking
• 700 & Above Employee

• VP / Commercial Relationship Manager

  • Jul 2015 - Jun 2019

  Responsible for developing and managing a $20MM loan portfolio consisting of commercial real estate (CRE) and commercial (C&I) loan accounts. Also responsible for cross-selling deposit, treasury management, and consumer products. Additionally, as of July 2018, became a member of the Bank's Small Market Commercial Real Estate underwriting group (loan transactions < $3.0MM in size) with responsibilities including pre-flight analysis and formal underwriting of financing requests referred by Bank's branch network. Show less



First Interstate

• United States
• Banking
• 700 & Above Employee

• Branch President / Commercial Loan Officer

  • Apr 2011 - Jul 2015

  Managed $60MM branch location with 9 staff members (retail, commercial, & mortgage departments). In addition, developed and managed $29MM loan portfolio consisting primarily of commercial (C&I) and commercial real estate loan accounts. Managed $60MM branch location with 9 staff members (retail, commercial, & mortgage departments). In addition, developed and managed $29MM loan portfolio consisting primarily of commercial (C&I) and commercial real estate loan accounts.



Rocky Mountain Bank, a division of HTLF Bank

• United States
• Banking
• 1 - 100 Employee

• Branch President / Commercial Loan Officer

  • Jul 2007 - Aug 2010

  Managed $50MM branch location with 10 staff members (retail, commercial, & mortgage departments). In addition, developed and managed $40MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Managed $50MM branch location with 10 staff members (retail, commercial, & mortgage departments). In addition, developed and managed $40MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts.



Bank of Colorado

• Banking
• 300 - 400 Employee

• VP / Commercial Loan Officer

  • May 2006 - Jul 2007

  Developed and managed $20MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Was responsible for cross-selling deposit, cash management, merchant card, and consumer products. Developed and managed $20MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Was responsible for cross-selling deposit, cash management, merchant card, and consumer products.



Vectra Bank Colorado (affiliate of Zions Bank)

• Durango, CO

• VP / Senior Credit Officer

  • Oct 2004 - May 2006

  Supervised staff consisting of three commercial loan officers, a credit analyst, and three loan assistants. Was responsible for loan approvals up to $500,000, overall management of the team as well as the on-going development and management of a commercial loan portfolio (total team portfolio - $100MM+). Supervised staff consisting of three commercial loan officers, a credit analyst, and three loan assistants. Was responsible for loan approvals up to $500,000, overall management of the team as well as the on-going development and management of a commercial loan portfolio (total team portfolio - $100MM+).



Home State Bank

• Banking
• 1 - 100 Employee

• VP / Commercial Loan Officer

  • Apr 2003 - Oct 2004

  Developed and managed loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Was responsible for cross-selling deposit, cash management, merchant card, and consumer products. In addition, supervised a Small Business Banker & Loan Assistant. Developed and managed loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Was responsible for cross-selling deposit, cash management, merchant card, and consumer products. In addition, supervised a Small Business Banker & Loan Assistant.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• VP / Business Banker

  • Oct 2001 - Apr 2003

  Developed and managed $30MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Also responsible for cross-selling deposit, cash management, merchant card, and 401(k) products. Developed and managed $30MM loan portfolio consisting of commercial (C&I) and commercial real estate loan accounts. Also responsible for cross-selling deposit, cash management, merchant card, and 401(k) products.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• VP / Managing Relationship Manager

  • Jun 1998 - Oct 2001

  Supervised staff consisting of a small business banker, credit analyst, and administrative assistant. Responsible for loan approvals up to $250,000, overall management of the team as well as the continued maintenance of a $45MM commercial loan portfolio. Supervised staff consisting of a small business banker, credit analyst, and administrative assistant. Responsible for loan approvals up to $250,000, overall management of the team as well as the continued maintenance of a $45MM commercial loan portfolio.



Kitsap Bank

• Banking
• 100 - 200 Employee

• AVP / Loan Review

  • May 1997 - May 1998

  Implemented internal loan review program, wrote procedures and completed credit quality, documentation and regulatory compliance reviews of commercial, residential real estate and installment loan portfolios. Managed consumer credit card program and student loan program, responsible for application approval/denial and account delinquency monitoring. Implemented internal loan review program, wrote procedures and completed credit quality, documentation and regulatory compliance reviews of commercial, residential real estate and installment loan portfolios. Managed consumer credit card program and student loan program, responsible for application approval/denial and account delinquency monitoring.



Inland Northwest Bank

• Spokane, WA

• Internal Auditor / Compliance Officer / CRA Officer

  • Oct 1994 - May 1997

  Implemented internal audit program and internal loan review program. Wrote procedures, completed audits of loans, investments, deposits and EDP and reviewed the effectiveness of internal and external controls as well as the use of sound accounting procedures. Conducted training related to regulatory compliance issues. Implemented internal audit program and internal loan review program. Wrote procedures, completed audits of loans, investments, deposits and EDP and reviewed the effectiveness of internal and external controls as well as the use of sound accounting procedures. Conducted training related to regulatory compliance issues.



Washington Trust Bank

• United States
• Banking
• 700 & Above Employee

• Credit Examiner I, Auditing Department

  • Jul 1993 - Oct 1994

  Reviewed loan files as well as loan policies and procedures pertaining to commercial, residential real estate, income property, agricultural, private banking, and installment loans. Reviewed loan files as well as loan policies and procedures pertaining to commercial, residential real estate, income property, agricultural, private banking, and installment loans.



Federal Deposit Insurance Corporation (FDIC)

• United States
• Banking
• 700 & Above Employee

• Assistant Bank Examiner

  • Apr 1991 - Jul 1993

  Participated in the audits of various financial institutions. Reviewed the adequacy of capital and earnings, quality of assets, performance of management and availability of funds. Supervised examination teams ranging in size from 5 to 20 members and interacted with senior management through exit reviews, etc. Participated in the audits of various financial institutions. Reviewed the adequacy of capital and earnings, quality of assets, performance of management and availability of funds. Supervised examination teams ranging in size from 5 to 20 members and interacted with senior management through exit reviews, etc.