Adele Green Email & Phone Number

Irvine, California, United States

Responsible for the Small Business lending platform for the Bank. I have established policies and procedures starting from application process to final payoff. Loans range from $10,000 - $350,000. I have lending authority of $1,000,000.

Orange County, California

Promoted to hold newly created position, I serve as a teacher, coach, and sales leader to 50 small business bankers to drive achievement of credit performance goals and manage complex credit requests while also serving as a liaison between sales and underwriting teams.My achievements include: Repeatedly exceeding credit goals, with 154% YTD, 125% for 2016, and 136% for 2015. Serving as Chairman of BOA’s LEAD (Leadership, Education, Advocacy, Development) Committee, promoting opportunities for professional women’s development, recruitment, and retention enterprise-wide.

South Orange County

Within this newly created division, I served as a member of the market manager team advancing objectives for small business outbound sales across Orange County market. Supervising a team of 11 small business bankers, I steered team recruitment, training, coaching, and mentorship to drive individual and collective performance and also seized opportunities to expand partnerships across business units to enable effective cross-selling and client relationship management.My achievements include: Leading this high-performance group to a #14 ranking overall in 2014 and a #12 ranking for 2013 among 57 teams nationwide. Securing the top position for small business referrals for eight consecutive months in 2014. Surpassing targets to achieve a #1 ranking for total deposits in FY 2012.

Orange County

Directly supervising a 10-person team of cross-site relationship officers, I advised on strategies for effective portfolio management, business development, risk management, and profitability reporting. I also directed development and management of relationships with clients and prospects, developing plans for addressing diverse business credit needs through appropriate credit products.My achievements include: Developing and facilitating continuing an education training program covering commercial real estate lending to benefit CPAs and real estate professionals and promote networking opportunities.

Orange County, California

Orchestrating a series of commercial credit workshops covering diverse technical and professional topics to boost competencies of small business bankers, branch managers, and other retail banking professionals, I designed the workshop, facilitated classroom instruction, and coordinated supplemental programs.My achievements include: Improving prospecting skills among participants, promoting attainment of sales goals. Receiving positive feedback and excellent evaluation scores from training program participants.