Experience

• 

  Regent Bank

  • United States
  • Banking
  • 100 - 200 Employee

  • Portfolio Manager

    • Nov 2022 - Present

    Support new branch with underwriting for credit origination, ongoing loan file management, and client relationship interactions.

  • AVP/Lending - Healthcare Division

    • May 2019 - Nov 2022

    Full-service private banking with a concentration in the healthcare sector.

  • Credit Analyst

    • Oct 2015 - May 2019

    Prepare reports and offer recommendations concerning customer credit-worthiness; prepare financial reports for commercial banking dept; oversee & maintain relevant computer system to spread, analyze, and project financial statements; collaborate with commercial officers to prepare loan proposals; prepare reports to forecast future expectations for industry performance; provide support to senior management for sector concentration analysis

• 

  Oklahoma State Bank (OSB)

  • Norman/Guthrie, OK

  • VP/Cashier

    • Apr 2013 - Jun 2015
    • Norman/Guthrie, OK

    Most recent position required the directing of day-to-day accounting operations, including date processing/balancing, payment processing and liquidity management. It also includes all controller functions, bookkeeping, purchasing, and security functions, extensive audit responsibilities, BOD financial reporting, regulatory compliance and report submission to FRB.

• 

  Coppermark Bank

  • Financial Accounting Analyst

    • Mar 2010 - Mar 2013

    Conduct daily accounting functions and reconciliations using general ledger, spreadsheets, and other tools. Submit weekly Fed reports FR2900 and FR 2644. Prepare and distribute monthly balance and trend reports using spreadsheet server for executive management, retail managers, and commercial lenders. Create and modify reports as needed. Generate retail and commercial branch/officer profitability and margin reports. Maintain and monitor GAP report monthly. Prepare quarterly Regulation F monitoring reports of correspondent banks, and send letters to affiliate banks. Monthly expense allocation for various internal and external accounts. Assist in utilization of Asset and Liability Management system, as well as profitability tracking system.

  • Senior Teller

    • Apr 2008 - Mar 2010

• 

  AXA Advisors

  • Investment Advisor Rep

    • Aug 2007 - Mar 2008