Dana Schmid Email & Phone Number

Medford-Grants Pass Area

As the Commercial Team Leader, I serve as the primary point of contact and supervisor for a team of member-focused relationship managers specializing in commercial and small business lending, and treasury management. This role is crucial in coaching team members on business gathering techniques, problem resolution, credit presentation, and performance management. Additionally, I am responsible for achieving individual production and referral goals, contributing to business development, and maintaining member relationships.

Medford-Grants Pass Area

Build and manage a commercial portfolio with moderate to complex credits. Working closely with business members to help recommend solutions to help grow their business.

Grants Pass, Oregon, United States

Business banker for new and existing business clients between $1 million and $15 million in revenue. I develop and grow new business by building and maintaining strong relationships with prospects and my clients. I will develop a comprehensive understanding of my client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services. I am here to be your business financial partner!

Tigard, Oregon

Portland Corporate Center* Manages a large-sized, more complex store with deposits between $100 million and $120 million with a staff of 4 Universal Associates and 4,000 average monthly transactions.* Responsible for the delivery of outstanding customer service as measured by department Return On Quality scores, achievement of sales goals, loan goals, and development for store associates.* Concentrates approximately 50% of time managing a book of business for high end, high volume customers.* Certified in consumer and small business lending.

Portland, Oregon Area