As a Strategic Planning Analyst, I assist senior leaders within Commerce Trust Company, Commerce Mortgage and Capital Markets Group make fact-based decisions in the areas of business selection, growth strategies, organizational alignment, and other key elements related to strategy execution. I serve as a subject matter expert not only in areas of strategic planning, but also innovation which is key to our ongoing success.

As a Portfolio Manager, I built strong client relationships by providing best in-class investment management services to help achieve their long-term goals. Together with a team of investment analysts, client advisors and private bankers, we provided tailored solutions to ensure our clients' financial future and guide them through each milestone along the way.

* Conduct comprehensive financial analysis on companies of diverse industries and sizes for commercial loan requests. Complete cash flow analysis, collateral position and industry comparison* Maintain close communication with Relationship Managers as well as attend executive loan committees for Missouri and Illinois Markets* Participate in job rotations through various areas of the bank such as Trust, Capital Markets, Strategic Planning, Business Development and Commercial Banking to gain larger organizational perspective

• 3 years experience in consumer lending, deposit accounts and different short term investment products.•Work extensively with loan underwriters as well as the mortgage and brokerage departments to ensure accuracy and good workflow•Assist customers with service issues and cross sell banking products•Proactively seek out new business