• Effectively developed, underwrote, and priced secured and unsecured loans for business and individual clients, including management of past due and maturing loans resulting in zero loan losses on $20MM credit portfolio under management. • Successfully met and/or exceeded YOY annual sales and lending goals by identifying and contacting existing and prospective customers through cold calling, networking, and proactively partnering with internal bank partners.• Successfully provided on-going coaching and sales training to tellers, personal bankers, small business specialist, and Financial Advisors that led to YOY increases in closed partner referrals.

• Acquired an existing business portfolio to manage while participating in the training program. • Obtained extensive training in product sales, client acquisition and growth, portfolio management, risk management, and accurately analyzing business financial statements to make sound lending decisions. • Achieved Business Banker, AVP, promotion within one year in the training program due to strong leadership skills and ability to maintain and grow existing client portfolio under management.

• Successfully obtained Series 6 license, passing the exam on the first attempt• Assist both walk-in consumer and business clients to gain a more in-depth understanding of their needs and correctly identify cross sell opportunities that increased company’s profitability• Facilitated a successful sales process by proactively including strategic partners, such as small business bankers, business bankers, merchant services, and payroll services.