Excited to foster Bank of Marin's expansion into the peninsula and South Bay market, serving small to mid-sized local businesses with a high level of service. Provide a full complement of banking services along with working capital, equipment, and commercial real estate financing.

Manage and grow an existing client portfolio by providing timely, consultative feedback for borrowing, cash management, and depository needs. Achieve growth in the business banking space through targeted calling efforts and leveraging Chase's robust product suite.

Identify and pursue new business relationships with prospective commercial banking clients. Manage, develop, and enhance a portfolio of client relationships. Leverage internal and external partners to find solutions for clients, helping them achieve business and personal goals. Assemble, review, and evaluate commercial loan requests including traditional and borrowing base working capital facilities, equipment, and commercial real estate financing. Monitor and review loans and relationships within the portfolio for adherence to policy, covenants, and sound banking practice.

Generate new commercial banking relationships through targeted calling efforts and leveraging internal and external partners. Manage existing portfolio clients and provide all aspects of day to day banking needs. Add value to many types of businesses through healthcare finance, SBA lending, international banking, and foreign exchange services. Analyze financial statements and recommend structure to credit partners for credit requests from $500m to $5mm+.

Managed existing small business relationships within a high traffic branch. Established new small business banking relationships using canvasing and calling efforts with consistent follow up and execution. Consistent high producer in Silicon Valley region while also taking on multiple branch responsibilities.

Provided personal and business banking services for retail branch clients and prospects, including deposit accounts, business loans, and home equity loans. Contributed to team environment referring investment, C&I, and residential mortgage opportunities to appropriate internal partners.

Obtained Series 7 and 66 securities licenses. Marketing efforts to bring in prospective clients and determine suitability for financial planning. Developed and implemented a plan suited to the client's financial goals.