Develop new business for Frost Private Trust Services and serve as a public face for the San Antonio market. Prospect for new business through existing bank clients and centers of influence throughout the city. Consult individual and business prospects in wealth management and business succession planning. In addition, initiate, administer, and terminate private trust and management agency accounts held at Frost Bank in San Antonio as well as in other regions throughout Texas. Service new and existing trust relationships in a client facing role, interfacing with individuals, businesses and large charitable foundations. Manage investment objectives for private trusts as well as manage and administer discretionary and mandatory disbursements. Negotiate the sale of real property in a fiduciary capacity for the benefit of beneficiaries.

Analyzed loan packages, conducted financial and collateral analysis to underwrite credits that conform to Frost Loan Policy, reviewed loan documents needed for closing deals, monitored and maintained covenants and requirements of loan agreements, as well as, attended and documented meetings with customers and prospects for further business development.

Performed independent research on issues of law presented in State appellate civil matters. Trained office staff on computer systems, maintained client accounts, and billing. Prepared documents, exhibits, and contracts for hearings, mediation, and client meetings.

Conducted meetings with clients regarding legal issues, coordinated with opposing counsel on adverse legal issues, and prepared and served discovery for civil cases. Performed comprehensive research and analysis determining optimized action plans for cases. Created and delivered effective arguments, legal precedent, and gathered and presented evidence.Managed ID Recovery Program at Haven4Hope including providing training to student attorneys on ID Recovery Program procedures. Oversaw student attorneys throughout legal client intake interviews, fostered and developed solid working relationship between St. Mary’s Center for Legal and Social Justice and Haven4Hope, and placed indigent clients with appropriate partner agencies for resolution of legal issues.