Charles Gordon Email & Phone Number

Charlotte, North Carolina, United States

• Assess customer financial needs and recommend services including treasury management services and credit facilities for businesses with annual sales between $5 - $75 million• Championed fresh marketing strategies for our team including Seismic and Vertical IQ• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk• Serve as a member of the Region Coverage DE&I Council and ERN, acting as a liaison for fellow teammates to increase awareness through an inclusive culture and workplace environment.

Charlotte, North Carolina, United States

• Assist entrepreneurs and business owners in determining the best path for financing the growth, change or transition of their business.• Serve as a central point of client contact for SBA loan applications under $500,000. Territory includes one-half of the Regions 15-state footprint.• Meets continuously with assigned relationship managers and develops and implements ongoing tactics to achieve goals and provide for client satisfaction

Atlanta, Georgia, United States

Market web-based financial software to the businesses in the Atlanta metro market.Identify key target markets and qualified business prospects.

Portland, Oregon, United States

D+H | Harland Financial Solutions | FinastraResponsible for the product planning and execution throughout the product lifecycle, including: gathering and prioritizing product and customer requirements, defining the product vision, and working closely with engineering, sales, marketing and support to ensure revenue and customer satisfaction goals are met.• Contributed my experience in collaboration with the team’s efforts to define the scope of the Commercial Origination & Processing module due out March 2016 as a complement to the existing LaserPro document solution.• As product manager, facilitated meetings at Regional User Meetings and Connections 2015 to discuss changes in LaserPro since last year with our bank clients, as well as discussing our roadmap and answering questions related to the upcoming release of Commercial Origination & Processing.

Portland, Oregon, United States

• Performed a thorough analysis to ensure the quality of each loan and to determine compliancebased on policy guidelines.• Advanced to underwrite more complex loan requests after the first three months of employment.• Fostered productive relationships with both internal and external clients.• Earned and received incentives based on new loan requests approved and strictcompliance with underwriting guidelines within three months of receiving loan authority.

Portland, Oregon, United States

Managed existing small business loan portfolio and analyzed financials in connection with new loan requests through in-person client meetings.• Earned the bank’s Pinnacle award for outstanding achievement primarily resulting from net new loan and deposit growth while minimizing potential for losses.• Monitored customer relationships on a quarterly basis through evaluation of financial statements and accounts receivable agings. Made necessary changes to lines of credit as warranted, including adjustments of risk rating. • Consistently exceeded production goals for new loans, deposits and fee income. Recognized as an effective negotiator, generating highest level of production in 2009 in department.