• Most senior level Account Management position focused on developing and maintaining strong relationships for the most complex/profitable clients. • Provide primary client contact, proactive communication and coordination of internal partners for the effective delivery of products and services. • Provide support for new account sales • Ensure customer satisfaction through designing and implementing a relationship plan that meets customer needs. In partnership with sales representatives, increase profit through building, deepening and maintaining client relationships to diversify our catalog of products and services provided. • Contract review, negotiate complex legal agreements, ensures regulatory compliance and risk management, and coordinate closing activities. • Actively engaged in the coordination of transaction boarding/closing• Establish and leverage reputation in the market to build and attract customer relationships and new business. • Recommends and implements service enhancements, developments or solutions to meet customer needs beyond our standard service offerings.

4/2007–Present Wells Fargo Bank, N.A. Relationship Manager, Vice President• Most senior level Account Management position focused on developing and maintaining strong relationships for the most complex/profitable clients. • Provide primary client contact, proactive communication and coordination of internal partners for the effective delivery of products and services. • Provide support for new account sales • Ensure customer satisfaction through designing and implementing a relationship plan that meets customer needs. In partnership with sales representatives, increase profit through building, deepening and maintaining client relationships to diversify our catalog of products and services provided. • Contract review, negotiate complex legal agreements, ensures regulatory compliance and risk management, and coordinate closing activities. • Actively engaged in the coordination of transaction boarding/closing• Establish and leverage reputation in the market to build and attract customer relationships and new business. • Recommends and implements service enhancements, developments or solutions to meet customer needs beyond our standard service offerings.

• Ensures service and productivity standards and goals are met.• Manages and directs the workflow and process for the team to meet required deadlines. • Evaluating direct report performance, coaching and counseling of direct reports, training and developing staff on responsibilities, monitoring production activities, and managing team members to ensure successful and timely completion of responsibilities. • Develops, changes, or enhances processes to be in compliance with standard operating procedures. Ensures the department's accounts are managed and administered to established process, compliance expectations and standard operating procedures. • Escalates issues of non-compliance, excessive risk, or items outside standard operating procedures to Account• Design and development of processes and workflow changes to create efficiencies within the group. • Hire, train and manage a group of 8-12 junior/senior level analysts who are responsible for the administration of multi-billion dollar mortgage-backed securities (MBS) portfolios.• Oversee structured product transactions to fulfill Wells Fargo’s fiduciary responsibilities as dictated by the respective legal documents, including Indentures, Pooling and Servicing Agreements, Trust Agreements.• Develop complex structured product payment models and analyze key metrics to monitor the company’s compliance to their obligations as Trustee, Securities Administrator and Master Servicer.• Manage product lifecycle of mortgage backed securities including; fulfillment of newly issued securities, system setup, reconciliation of mortgage collateral, bond payment processing and investor reporting.• Assist with development, documentation and implementation of standard operating procedures to ensure standardization while minimizing risk to the organization.

• Responsible for all branch activity including, but not limited to, the servicing of the branch portfolio consisting of real estate, personal and dealer financed loans. • Responsible for sourcing of new real estate and personal loan business to meet branch goals and profitability.• Responsible for the underwriting of all real estate, loan modifications, personal loans, and dealer financed loans.• Exceeded company goals for personal and home equity loan renewal rates by 10%. Branch manager of the year.• Top performer in pier group of Branch offices.• Mentored, trained, and promoted several of the State’s Fast Track Manager Trainee’s.