- Develop and retain business while serving as a market leader in the community- Provide sales and service leadership within the branch - Accountable for new customer acquisition as well as retention,growing the bank's market share and partnering with other department of the bank

Responsible for accomplishing sales and service objectives of the sales staff of the branch. Coach and assist bankers to meet their sales goals.

Lead a team of skill based volunteers to make improvements and reduce redundancies in the work flow process in the management of case files for the office of Catholic Charities Northwest Senior Services.•Deep understanding of the work flow process to develop recommendations to improve efficiencies and reduce steps of processes•Ensure processes meet all legislative and regulatory compliance requirements are being following to ensure current accreditations are maintained•Maintain a current knowledge of existing, new, and pending legislative and regulatory changes and understand how these affect policies and procedures

Managed the growth and operations of a large, suburban branch bank with over $400MM in footings and $4.9MM in annual revenue. Managed and coached 20 person staff of financial professionals engaged in retail and business banking, lending, investments, and debt/wealth management. Primary responsibilities and accomplishments included: • Identified and communicated opportunities with staff to overcome gaps in performance and knowledge through various coaching techniques • Conducted audits (quarterly, semi-annually, annually) to ensure internal control procedures were being followed. Identified weaknesses of internal controls and implemented correction plans resulted in an annual savings of $500,000• Monitored lending rules and regulations (fair lending and HMDA) to ensure the team achieved a 100% completion rate• Prepared weekly and monthly result reports which included the development and implementation of comprehensive action plans to correct variances • Worked with business lenders by attending joint calls to build and expand relationships with business clients which brought in $1.3 million additional business annually• Developed and analyzed business plan on an ongoing basis to ensure that the staff was exceeding standards and goals through identifying trends and ensure the proper resources were allocated• Conducted ad hoc financial analysis which identified discrepancies in the company’s financial reporting which led to the recovery of $75,000 additional monthly revenue

Managed the growth and operations of a medium, suburban branch bank with over $120MM in footings and $2.4MM in annual revenue. Managed and coached a staff of 13 financial professionals engaged in banking, lending, investments, and debt/wealth management. Primary responsibilities and accomplishments included: • Analyzed monthly financial reports and operating budgets to ensure strategic plan goals were being exceeded• Advised clients of alternative options of loan structuring, financing, and counter offer when it was determined that the original request could not be accommodated • Chairperson of the local Diversity Council consisting of two markets• Conducted ad hoc financial analysis which identified discrepancies in the company’s financial reporting which led to the recovery of $50,000 additional monthly revenue• Identified and supported by senior management to assist with the conversion process of 13 out of state branches• Prepared weekly and monthly result reports which included the development and implementation of comprehensive action plans to correct variances