Cody Fogle Email & Phone Number

York, Pennsylvania, United States

*Manage cash postings*Process lockbox and credit card payments*GL reconcilement*Create and manage various AR reports*Process new customer setup requests*AR collections of customer accounts*Complete new location setup requests*Complete new ship in account requests

York County, Pennsylvania, United States

* Develops and manages commercial banking relationships.* Engage in consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered. * Partner with Financial Centers as well as engage in calling activities to generate a robust pipeline of small business opportunities. * Engage with credit and settlement functions to ensure timely movement of loans generated to closing. * Focus on lending relationships up to $2.5MM* Build full relationships by partnering with calling partners to provide small businesses with merchant, cash management services, and other needs. * Working knowledge of SBA 7a, Express, and 504 loans. * Analyze personal and business financials to evaluate credit strengths and weaknesses. * Represent the bank in various external meetings, seminars, and community events.

York County, Pennsylvania, United States

York, Pennsylvania Area

• Independently manage a portfolio comprised of both high-net-worth consumer clients and small business customers with annual revenue up to $2.5MM.• Recommend the best needs-based solution to consumer and business customers; deliver solutions directly as well as introduce key partners to strengthen client relationships when needed• Continuously exceed sales goals resulting in over 100% of target metrics: 2021: Consumer Loans 152.32%; Small Business Loans 148.23%; Small Business Deposits 130.13%; Partner Fee Income 121.19%; Credit Cards Sold 113.60% 2020: Consumer Loans 132.68%; Small Business Loans 117.84%; Partner Fee Income 140.30%; Credit Cards Sold 120.37%• Analyze personal and business financials to evaluate credit strengths and weaknesses• Act as the Small Business Mentor for the York & Capital markets• Represent the bank in various external meetings, seminars, and community events• Manage multiple financial center locations and employee performance

York, Pennsylvania

Promotes and coaches the sales and service culture, internally and externally, to branch personnel. Responsible for the administration and operational function of the branch, which includes operational and security policies and procedures. May operate in a decentralized decision making environment. Proficient in all Banking and Compliance Regulations and bank products. Supervises branch personnel and ensures that sales and service goals and objectives, and sales management of those goals and objectives, are being met at the various levels within the branch staff. Supports and contributes to the sales initiatives at the branch level.Responsible for generation of consumer and small business loan applications and growth of loan portfolios. Actively coaches and develops direct reports on proper adherence and support of credit policies, overall credit culture and compliance with all lending regulations. Responsible for consumer loan and small business loan process from interview to close. May be responsible for approving small business loan applications up to individual lending authority. Counsels applicants on bank lending policies and repayment terms.

York, Pennsylvania

Responsible for the sales of products and services at the branch by using consultative sales methods to identify and qualify new and existing customers for various products and services, thus consistently achieving individual sales goals. Establishes rapport, defines needs, explains solutions, handles resistance and recommends action. Opens and completes the appropriate processes on new accounts. Provides the customer with detailed information regarding the accounts and will cross sell other bank products as appropriate.Responsible for entire consumer loan process and residential mortgage process from interview to close by accepting, analyzing, and passing judgment on loan applications up to individual lending authority. Counsels applicants on bank lending policies and repayment terms. Calculates and prepares loan applications by determining the loan amount, interest rate, collateral, and cross sell and up sell opportunities. Contacts customer references and credit reporting agencies to gather pertinent credit information. Completes all related documents necessary to complete the loan application process.

York, Pennsylvania

Responsible for the sales of products and services at the branch by using consultative sales methods to identify and qualify new and existing customers for various products and services, thus consistently achieving individual sales goals. Establishes rapport, defines needs, explains solutions, handles resistance and recommends action. Opens and completes the appropriate processes on new accounts. Provides the customer with detailed information regarding the accounts and will cross sell other bank products as appropriate.Accepts consumer loan applications and knowledgeable of all consumer loan products. Completes the loan documents and handles closings, however would not have lending authority to decision loans.

York, Pennsylvania

Provides excellent customer service while accurately performing teller duties, including cashing checks, receiving deposits and processing other transactions as authorized and within policy. Prepares and maintains accurate records and balances all daily transactions. Performs all of the duties assigned to the teller position, in addition to handling more complex work. Promotes banking services and directs customers to appropriate employees or departments for specialized services. May assist in a Customer Service Representative backup role depending on staffing needs of the branch. Responsible for participating in the training of new tellers and being available for routine questions related to the teller line responsibilities.

Bachelor Of Business, Business Administration And Management, General

Associate In Arts (Aa), Business Administration

Activities and Societies: Phi Theta Kappa

Bachelor Of Business Administration - Bba, Business Administration And Management, General