Proactively source, process, underwrite, fund and manage business and consumer loans including SBA 7A and SBA 504 loans as well as commercial real estate and construction loans. Set Santa Clara market lending goals and implement processes to achieve success.

Successfully managed the workload of supporting 6 states and approximately 140 branches where I juggled multiple complex tasks while increasing employee productivity and efficiency in sales and services. Subject matter expert on bank’s credit policy and underwriting practices to ensure clear communication and training to sales employees and to deliver exceptional service in loan process to our clients as well as decisive reporting back to management teams.Compiled, analyzed, and interpreted regional sales reports to address future corrective actions needed.Independently created and managed the process of various internal projects to increase overall regional performance.Successfully partnered with an extensive list of internal clients in order to effectively yield desired customer outcomes.

Managed a dynamic team of customer service and sales employees in a retail banking environment and coach them towards individual and team goal success. Manage a budget and increase revenues. Oversaw branch lending. Marketed and networked bank brand to increase customer base.

Grew consumer and small business lending balances for branch. Assisted new clients in finding banking solutions that would help their overall financial situation. Coached teller line in sales.