Experience

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  Encore Bank

  • Lubbock, Texas, United States

  • AVP, Treasury Sales Analyst

    • Feb 2024 - Present
    • Lubbock, Texas, United States

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  City Bank

  • United States
  • Financial Services
  • 700 & Above Employee

  • Treasury Solutions Consultant

    • Jul 2022 - Jan 2024

    • Partner with Lenders to optimize sales & deposits through treasury solutions• Create prospect reports to highlight treasury opportunities• Analyze prospect statements and create proposals to ensure optimum product set• Educate customers about products & services to aid in business efficiencies• Help develop and prepare treasury responses to RFPs• Achieved over 150% of my New Business Revenue ICP goal for 2023

  • Treasury Solutions Associate

    • May 2021 - Sep 2022

    • Liaison between sales and support staff• Pipeline management and review with consultants for onboarding efficiency• Produced monthly Treasury Solutions ICP• Preformed client demos and customer onboarding trainings• Created prospecting lists, proformas and presentations• Administered inside sales calls • Facilitated administrative obstacles for sales team

  • Executive Administrative Assistant to CLO & CCO

    • Nov 2018 - Jun 2021

    • Create and distribute monthly lender ICP reports• Manage calendars, travel, meetings and expenses• Coordinate lending assistant workflow• Manage major and minor projects• Back up to Credit Risk Admin Assistant including: draw requests, setting-up & taking minutes for loan committee and board meetings, and other duties as requested

  • Lending Assistant

    • Nov 2018 - Mar 2020

    • Processing, closing and booking loans, wires, transfers/advances, cashier's checks, notarization, clearing exceptions, etc.

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  High Plains Wine & Food Foundation

  • Lubbock, Texas, United States

  • Board Member/Communications

    • Mar 2020 - Mar 2023
    • Lubbock, Texas, United States

    We raised over $150,000 in charitable donations in 2022 for scholarships and other non-profit organizations in the Lubbock area. The High Plains Wine and Food Foundation is a 501c(3) non-profit organization that cultivates and invests in the wine and food community through education, appreciation and enjoyment to raises money in our community.

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  West Texas Graduation Services

  • Lubbock, Texas

  • Office Manager

    • Jan 2017 - Nov 2018
    • Lubbock, Texas

    • Managed office employees• Processed annual audit• Developed marketing material• Updated website• Organized, developed and completed projects• Audited orders and processed special orders

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  Freese and Nichols

  • Denton/Frisco

  • North Texas Regional Admin

    • Feb 2016 - Aug 2016
    • Denton/Frisco

    • Completed special projects and handled highly confidential reports for the Denton, Frisco and Dallas offices.• Liaison for key office staff to regional offices which included onboarding for new employees

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  First United Methodist Church

  • Odessa/Midland, Texas Area

  • Membership Manager & Executive Administrative Assistant

    • Oct 2014 - Jul 2015
    • Odessa/Midland, Texas Area

    • Executive Administrative Assistant: created annual conference reports, prepared confidential financial contribution correspondence and other administrative duties • Membership Manager: managed member database and created reports • Marketing Support: developed material including devotionals, postcards and weekly bulletins

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  Self-Employed

  • Lubbock, Texas Area & Albuquerque, NM

  • Entrepreneur

    • Jan 2002 - Dec 2013
    • Lubbock, Texas Area & Albuquerque, NM

    • Owned two small businesses • Flipped a house for $30,000 in profitPersonal Accomplishments:• Raised two children• Competed in Branch Warren Figure Competition• Ran two half marathons

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  Rehab Plus Therapeutic Products

  • Lubbock, Texas Area

  • Director of Marketing

    • Jul 1999 - Feb 2001
    • Lubbock, Texas Area

    • Account management of top 50% of inside sales customers including PetSmart and Lowe's• Supervised Assistant Director of Marketing• Coordinated trade shows from booth design to customer relations at the show• Designed marketing material for sales staff• Planned the creation of marketing communications campaigns: including company brochure

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  National Travel American Express

  • Lubbock, Texas Area

  • Assistant Director of Marketing

    • Dec 1992 - Jun 1999
    • Lubbock, Texas Area

    • Developed marketing materials • Organized trade shows from booth design & set-up to customer relations at the show