Experience

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  First Bank of the Lake

  • United States
  • Banking
  • 100 - 200 Employee

  • Vice President; SBA Sales Team Leader; Intern Program Manager

    • Jul 2020 - Present

  • GGL Sales Team Lead / Intern Program Manager

    • Jul 2020 - Mar 2023

  • GGL AVP Intern Program / PPP Forgiveness / Loan Sourcing

    • Jul 2020 - Feb 2023

  • GGL Operations Specialist

    • Jul 2020 - Jul 2021

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  Steel Penny, Inc.

  • Spartanburg

  • Finance; Sales; Project Management

    • Mar 2020 - Jul 2021
    • Spartanburg

    Seeking a career opportunity:1) Private / Premier / Commercial Banking2) Project Manager / Coordinator / Administrator3) Sales / Sales Management / Territory or Area Sales Manager4) Would consider a contract position

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  Lowe's Companies, Inc.

  • Spartanburg, South Carolina

  • Contractor Sales Manager

    • Nov 2019 - Mar 2020
    • Spartanburg, South Carolina

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  Blue Ridge Cabinetworks

  • Spartanburg, South Carolina

  • Project Manager

    • May 2019 - Nov 2019
    • Spartanburg, South Carolina

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  SunTrust

  • Spartanburg, S.C.

  • Branch Manager; Vice-President

    • May 2015 - Sep 2018
    • Spartanburg, S.C.

    • Turned around three branches in three years; “Outhouse to the Penthouse” projects• 2017 Performance Excellence Award (PEA) recipient• C0-Chair, United Way Campaign, 2018; Leader, United Way Financial Literacy Initiative 2017-18• Consistently high Client Satisfaction scores• Supportive of corporate, area, and branch directives and intiatives• Active listener, consultative seller• Consistent levels of measurable success (i.e., lending, deposit growth, client needs met, client satisfaction scores)• Extensive knowledge of financial markets, products, and services• Strategically partnered with Lines of Business to deepen client relationships and drive profitability

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  Wells Fargo

  • Charlotte, North Carolina Area

  • Business Banker; WFCC

    • Jun 2012 - Apr 2014
    • Charlotte, North Carolina Area

    2013 In Review:#1 in proxy ($436,718)#1 in core solutions (5,492)#1 in loan volume ($3.2+ million)Level 5 AdherenceLevel 5 Core Solutions per 100 CallsLevel 5 Proxy per CallLevel 5 QALowest ACW 2013Highest BNA usage 2013Investment / Private Banking ChampionPerfectly Balanced Banker 3rd QuarterConsistently worked OT during peak hours to improve Service LevelsSent out motivational sales / performance related emails to teamsCoached New Hires and seasoned bankers when asked by management or bankersWFCC Phone Bank Sales Top Performer May 2013Service Excellence Quarterly Champion Q1Several Insurance Excellence Recognition AwardsAchieved Platinum / Platinum (top tier) bonus levels 5 consecutive quarters

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  Regions Bank

  • Lexington, SC

  • Financial Services Specialist

    • Apr 2008 - Mar 2009
    • Lexington, SC

    • Part of a 500 job reduction on March 12, 2009• Excelled in producing Non Interest Revenue, exceeding goals by 300+%• Catered banking/financial solutions for customers through a needs based consultative process• Addressed client issues in an understanding, professional, and timely manner• Contributed significantly and directly to improvement in customer satisfaction ratings (Gallup)• Excelled in customer retention and strengthening relationships with Regions• Consistently uncovered referral opportunities to all lines of business under the Regions umbrella

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  Producers Choice

  • Lexington, SC

  • Regional Director; South Carolina

    • Mar 2005 - Jan 2007
    • Lexington, SC

    • Trained agents on selling Fixed Annuities (Indexed and Fixed)• Recruited agents from other marketing organizations via seminars and in-person cold calls• Assisted agents/reps on client presentations and closing sales• Kept agents up to date on multiple product specs from multiple (twenty plus) companies

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  Smith Barney

  • Spartanburg, SC

  • Account Executive; Vice-President; Syndicate Coordinator

    • Mar 1995 - May 2004
    • Spartanburg, SC

    • Served as Syndicate Coordinator from 1996-1999, managing over 1000 deals• Named to Smith Barney’s Blue Chip Council • Awarded Smith Barney’s Triple Crown in recognition of assets, accounts, and revenue• Named to Van Kampen’s Generations, recognizing excellence in sales• Designed, implemented, and instructed licensing exam preparation classes• Co-chaired Regional Advertising and Marketing Committee• Named to LBL’s President’s Council• Personally managed over $100M in transactions• Clean U-4

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  Merrill Lynch

  • Spartanburg, SC

  • Financial Consultant; Syndicate Coordinator

    • Mar 1993 - Mar 1995
    • Spartanburg, SC

    • Successfully completed Professional Development Program (PDP)• As Syndicate Coordinator, strengthened branch’s syndicate business by over 150%• Built a book of business from scratch (cold calling, appointments, seminars)

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  LESCO Restorations, Inc.

  • Building Inspector

    • 1991 - 1992