About

Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Strong sales, professional skilled in Commercial Lending, Banking, Coaching, Credit Analysis, and Commercial Banking. Primary functions include lending; being a liaison between clients and product partners Consult business owners/executives on all aspects of financial strategies for their business. Originate loans for clients and prospects through multiple credit channels: SBA, Equipment Finance, Conventional Commercial Real Estate Manage and identify risk in portfolio through risk review. Collect financial information for annual reviews and renewals Analyze financial documents and business plans to determine credit worthiness Prepare Credit Approval Presentations for loan presentations Deepen client relationships with product specialists such as: Treasury Management, Wealth Management, Investments, Insurance, and Foreign Exchange