Manages a robust portfolio of Government, Non-Profit, Healthcare and Financial Institution Corporate Clients Delivers Treasury Products & Services to clients by assisting with treasury reviews, RFP Presentations, onboarding, education trainings, client meetings, and in person visits. Partners with Relationship Management team to cultivate and grow relationshipsCoordinates account management and maintenance for all products and reportingProactively Serves as primary point of contact for client needsIdentifies qualifying opportunities for new businessProvides insight for Client Data trends in Fiserv, Salesforce and CentrixServes as Co-Lead for the Multi-ethnic Employee Resource Group where I lead and serve employees by celebrating, uplifting, and prioritizing the importance of DEIServe as Campus Ambassador for HBCU Recruitment Efforts

Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, stop payments, and answering questions with regards to loan and deposit accountsWork with other internal departments regarding account inquiriesCoordinate legal account documentation to ensure compliance with various regulationsAssist management with various operational duties and responsibilitiesAct as a liaison with various internal business partners to facilitate client on-boardingsOffer and cross-sell bank products and servicesProvide exceptional client experience for miscellaneous account issues as needed

• Help assist clients and lenders buy, sell, and build commercial real estate with credit opportunities between $1 Million - $20 Million• Responsible for reviewing and verifying Conventional and SBA loan documents including income, credit, appraisal, title insurance, etc., and ensuring the information is complete, accurate and complies with Bank policies, SBA Guidelines as well as meets underwriters' requirements.• Partner with commercial lenders, business development officers, attorneys, real estate brokers, title officers and the local SBA office to close on SBA and Conventional Commercial Real Estate loans.• Responsible for timely communication with borrower, commercial lender, and pre-closer regarding missing items needed to complete loan closing.• Maintain control over loans(s) in process to detect any potential and/or developing problems and ensure all department managers are informed of any issues.• Orders and reviews UCC/Federal/State/County preliminary lien searches, title commitments, flood search, appraisal, environmental reports, and requests the essential loan documentation as indicated by the credit underwriter and/or Wallis Bank procedures to ensure completeness of loan files.• Review closing documents upon receipt from bank attorney to ensure conformance with the approved loan terms and conditions.• Reconcile equity injection and make final verification determination.• Review of AIA contracts, permits, builders’ risk and other construction documents.

Promote Credit Growth for small Businesses Nationally through excellent Small Business Lending Services •Fulfill and produce a high volume of business credit applications for small business owners Nationwide. •Partner with underwriting teams to structure business loans, lines of credit and letters of credit to manage credit risks •Provide excellent customer service to organize and communicate updates, decisions and concerns during the credit application process to Clients and Bankers •Support business clients and bankers throughout the post approval process including conventional and SBA approvals•Submitted and reviewed SBA Paycheck Protection Program applications for Small Business Banking clients nationally

• Manage product, market and client research for business customers and prospects in the South Region• Perform Competitor research and analysis for firm presentations• Organize and update prospect and customer relationship management databases for the entire South Region• Foster business relationships with clients through site visits and planning small business events

The award-winning Leadership Institute is a national program intended to develop students’ leadership skills, create a community of scholars, provide companies access to a talented and diverse student population, and help students make connections that lead to careers.

Retail logistics internship with an emphasis on improving customer experience and brand perception • Conducted qualitative and quantitative research and analysis of competitors, products, markets and industry trends• Managed databases to ensure requested materials are delivered in a timely and effective manner• Cultivated business relationships with prospective and existing clients