- Analyze and interpret financial statements for the purpose of identifying potential client risks, needs and opportunities- Create and maintain valuation models for acquisitions and new business development- Complete pro forma and portfolio analysis- Develop effective internal reports that identity business trends, provide insight into operational efficiencies, and aid in improving profitability- Recommend strategies for revenue enhancements and expense control- Develop… Show more - Analyze and interpret financial statements for the purpose of identifying potential client risks, needs and opportunities- Create and maintain valuation models for acquisitions and new business development- Complete pro forma and portfolio analysis- Develop effective internal reports that identity business trends, provide insight into operational efficiencies, and aid in improving profitability- Recommend strategies for revenue enhancements and expense control- Develop and prepare financial presentations for management Show less

- Promoted to Manager and managed 3 employees who all thrived at their positions- Produced in top 3 of 48 analysts in annual production for 2012- Mitigated losses over $35MM for 2012- Produced and approved over 2 billion in sales volume in 2012- Served as liaison for our strategic partner Wells Fargo Bank N.A.- Trained and motivated 42 new hires; all excelled at their positions- Analyzed multibillion and multimillion dollar company financial statements on a daily basis

- Rendered credit decisions within credit policies, procedures, and fair lending guidelines while exercising good judgment- Communicated adverse decisions to clients while maintaining strong business rapport - Negotiated decision change requests as warranted- Managed workflows within assigned markets to enable excellent servicing levels, responsiveness, and accessibility- Contributed to the market’s profitability level through volume generation and efficiency management

- Expedited loan applicants and process applications- Maintained relationships with customers by providing elite customer service and offering new products and services to the consumer utilizing soft sell techniques- Initiated and approve domestic and international wire transfers- Produced 30 new accounts per week from new and existing customers and responsible for properly inputting the new information in the Commerce Bancorp network