Experience

SouthState Correspondent Division

• United States
• Financial Services
• 1 - 100 Employee

• VP Capital Markets & Loan Hedging

  • Sep 2022 - Present

  Dallas, Texas, United States In my current role at SouthState Bank, I'm helping community banks reduce their interest rate risk, improve the credit quality of their borrowers, and generate additional non-interest income through our proprietary loan rate conversion program (ARC Program). Assumable Rate Conversion (ARC) Loans give banks the ability to offer their borrowers up to 20-year fixed rate loans while keeping a variable rate loan on the bank's books. The ARC Program provides more benefits and flexibility than… Show more In my current role at SouthState Bank, I'm helping community banks reduce their interest rate risk, improve the credit quality of their borrowers, and generate additional non-interest income through our proprietary loan rate conversion program (ARC Program). Assumable Rate Conversion (ARC) Loans give banks the ability to offer their borrowers up to 20-year fixed rate loans while keeping a variable rate loan on the bank's books. The ARC Program provides more benefits and flexibility than a traditional swap program without a derivative or the associated complexities and headaches. ARC was purposefully designed to exceed the needs of community banks and overcome challenges that those banks and their borrowers face with traditional loan hedging solutions (EX: complex documentation, hedge accounting, Dodd-Frank reporting, dual-settlements, increased regulation & capital requirements, etc). We are a trusted partner to hundreds of banks using ARC across the country to differentiate themselves from competitors and win more loans. Over the past 15 years, our lenders at SouthState have utilized the same ARC Program to great effect. Please contact me if you're interested in discussing how your bank can benefit from utilizing the SouthState Bank ARC Program! Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• AVP Client Development Manager, Commercial Card

  • Mar 2019 - Jan 2023

  Dallas, Texas, United States In Client Development our 4 primary objectives are to (1) retain our clients and prevent attrition, (2) provide our clients with a beautiful experience, (3) work with our clients to increase utilization of the commercial card product in order maximize rewards/rebates, and (4) assist in risk management/account maintenance. In Client Development we aim to create a level of emotional connectedness with each other, our associate partners, our customers, and our communities in which these… Show more In Client Development our 4 primary objectives are to (1) retain our clients and prevent attrition, (2) provide our clients with a beautiful experience, (3) work with our clients to increase utilization of the commercial card product in order maximize rewards/rebates, and (4) assist in risk management/account maintenance. In Client Development we aim to create a level of emotional connectedness with each other, our associate partners, our customers, and our communities in which these stakeholders can't imagine a world without us. We want to meet our clients where they are, when they need us, before they know they need us. I continually strive to deliver sustainable business growth, strong financial results, an outstanding customer experience, and individual & collective success. Show less



Commerce Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Credit Training Program

  • Sep 2018 - 2019

  Kansas City, Missouri, United States Moved to Commerce Bank’s headquarters in Kansas City for an intensive 6-month credit training program. Started with basic financial statement spreads and worked up to the completion of full credit approval memos presented to senior loan committee for middle market commercial banking clients. Performed full credit reviews, client documentation collection, and analysis for new loan originations and existing client relationships.

• AP Solutions Account Manager III

  • Feb 2015 - Sep 2018

  Dallas/Fort Worth Area Led in-person relationship development activities aimed at supporting and growing a client portfolio of 30 commercial AP card accounts in Texas sized at $250MM+ in annual purchasing volume. Increased portfolio production by 8% in 2015, 15% in 2016, and 17% in 2017. Fostered team collaboration across a variety of commercial business lines to meet broader customer needs and sales goals. Maintained top national customer satisfaction scores every year (9.8/10). Utilized Excel-based macro tools to… Show more Led in-person relationship development activities aimed at supporting and growing a client portfolio of 30 commercial AP card accounts in Texas sized at $250MM+ in annual purchasing volume. Increased portfolio production by 8% in 2015, 15% in 2016, and 17% in 2017. Fostered team collaboration across a variety of commercial business lines to meet broader customer needs and sales goals. Maintained top national customer satisfaction scores every year (9.8/10). Utilized Excel-based macro tools to execute consistent client growth plans and content delivery campaigns while reducing hours of data analytics and reporting work on a national level. Awarded Commerce Circle of Excellence and multiple Edge Voice distinctions for achieving the top percentile of production within my team and implementing process efficiencies used to boost revenue growth nationally. Set up and managed the Dallas summer internship programs with students selected through my personal coordination with the TAMU Commercial Banking Program. Facilitated all student training schedules and activities in conjunction with the bank’s human resources and supporting partners.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Treasury Sales Analyst

  • Jun 2012 - Feb 2015

  Dallas, Texas Provided global cash management solutions for over 100 middle market and corporate clients ranging between $50MM to $16BN in annual sales. Grew two commercial banking portfolios generating over $58MM in annual treasury revenue through strategic sales activities. Utilized a consultative selling approach coupled with self-derived data analytics to deliver optimized working capital structures for domestic and international clients. Produced over $300,000 in new sales revenue in 2013 and over… Show more Provided global cash management solutions for over 100 middle market and corporate clients ranging between $50MM to $16BN in annual sales. Grew two commercial banking portfolios generating over $58MM in annual treasury revenue through strategic sales activities. Utilized a consultative selling approach coupled with self-derived data analytics to deliver optimized working capital structures for domestic and international clients. Produced over $300,000 in new sales revenue in 2013 and over $1,500,000 in 2014. Contributed over $6MM in annual sales revenue through in-person calling, account planning, pricing evaluation, presentation preparation, and relationship management efforts.

• Data Analytics Team Leader

  • Jun 2012 - Feb 2015

  Dallas/Fort Worth Area Developed multiple Excel-based macro tools which identified national treasury sales opportunities and decreased client runoff, thereby resulting in revenue generation and sustainability. Created additional analytic tools for the extended sales teams to pinpoint client cross-selling opportunities, increase work efficiencies, and simplify treasury review processes. Millions of dollars in additional indirect sales revenue were attributed to these tools. Facilitated regional training on… Show more Developed multiple Excel-based macro tools which identified national treasury sales opportunities and decreased client runoff, thereby resulting in revenue generation and sustainability. Created additional analytic tools for the extended sales teams to pinpoint client cross-selling opportunities, increase work efficiencies, and simplify treasury review processes. Millions of dollars in additional indirect sales revenue were attributed to these tools. Facilitated regional training on best-practices regarding client analysis and sales opportunity identification. Refined in-depth knowledge of MicroStrategy report building, data merging, and relational databases.



Global Event Group Catering + Events

• United States
• Caterers
• 1 - 100 Employee

• Deli Operator & Event Caterer

  • Jan 2012 - Jun 2012

  College Station, Texas Operated the Texas A&M Health Science Center G-Deli. Focused on efficient operations and delivering positive customer experiences. Performed both front of house and back of house operations including: store opening, inventory restocking and reorders, food preparation, register and customer order handling, catering preparation and delivery, change orders, deposits, cleanup, and closing. Also catered weddings, university functions, conventions, and parties outside of traditional deli operations.



The Reynolds and Reynolds Company

• United States
• Software Development
• 700 & Above Employee

• Rentsys Disaster Recovery Intern

  • Jun 2011 - Aug 2011

  College Station, TX Supplied server recovery solutions for Rentsys clients enabling them to access company data in the event of a disaster. Utilized CompTIA A+ certification in performing diagnostic testing, imaging, networking, configuration, cabling, and repair of numerous computer server types and models. CompTIA certifications validate the latest skills needed by today's computer support professionals.



Texas A&M University

• United States
• Higher Education
• 700 & Above Employee

• Cadet

  • 2007 - 2011

  College Station, Texas 4-year intensive military-inspired cadet training program emphasizing a structured lifestyle, academic excellence, and extensive leadership development. Provided student mentoring, advising, and leadership to an outfit of 50 men and women. Planned and executed frequent fund raising trips benefiting the March of Dimes. Raised and controlled outfit funds for Squadron 2.