David Mora Email & Phone Number

Greater Los Angeles

• Leads a dynamic team of bankers in greater Los Angeles who work with operating businesses with annual revenues between $10MM- $75MM and affluent commercial investors.• Participate vigorously in the client acquisition efforts by participating in the marketing and sales processes.• Experienced in coaching/training others in proactively managing complex credit portfolios. Worked closely with credit administration to ensure proper compliance with bank policies and procedures.… Show more • Leads a dynamic team of bankers in greater Los Angeles who work with operating businesses with annual revenues between $10MM- $75MM and affluent commercial investors.• Participate vigorously in the client acquisition efforts by participating in the marketing and sales processes.• Experienced in coaching/training others in proactively managing complex credit portfolios. Worked closely with credit administration to ensure proper compliance with bank policies and procedures. • Proven success in leading the bank’s "One US Bank" philosophy by working closely with our partners including Private & Wealth Banking, Middle Market and Branch channels.• Greatly understand the art of being a successful RM and coach others on how to motivate & scale their team production. • Successfully built a brand-new Emerging Business Group team from scratch in Los Angeles.• Promoted a sales management culture instilling the important of true “relationship banking.” • Excellent skills to innovate and adapt to changing dynamics. High capability to generate new ideas and implement them with overall organizational goals in mind, as well as to take advantage of new opportunities.• Invested heavily in the Los Angeles market by being involved in different organization leading to brand awareness while creating new COI’s and deepening others. Show less

Greater Los Angeles Area

Commercial Banker who offered banking services to lower middle market companies generating revenue of $10MM to $75MM in Greater Los Angeles. Services provided included:- working capital lines of credit- owner occupied real estate financing - Conventional & SBA (7a and 504)- capital equipment financing- acquisition financing- investment real estate financing

Greater Los Angeles

-Accountable for business development strategy and activities, portfolio monitoring, cross sell, customer service and profit generation. -Demonstrated track record of acquiring and exceeded sales goals. -Focused on becoming a “Trusted Advisor” to the client while delivering customized credit facilities and treasury cash management solutions. -Focused on companies with revenues of $5MM to $50MM with an emphasis on C&I, OOCRE and SBA 504/7A loans. -Utilized a high degree of… Show more -Accountable for business development strategy and activities, portfolio monitoring, cross sell, customer service and profit generation. -Demonstrated track record of acquiring and exceeded sales goals. -Focused on becoming a “Trusted Advisor” to the client while delivering customized credit facilities and treasury cash management solutions. -Focused on companies with revenues of $5MM to $50MM with an emphasis on C&I, OOCRE and SBA 504/7A loans. -Utilized a high degree of creativity and independence in developing and managing a portfolio of diverse and complex business banking relationships.-Negotiated proper loan structures, selling the Bank's credit and non-credit products.- Managed the weekly "Call Lab" for the team that focused on developing new business. - Worked on special projects as requested in support of the team and community initiatives. Show less

Greater Los Angeles

- Managed a team of 14 Relationship Managers with a goal of growing the book of business with a focus on quality loan, deposit and fee growth while providing superb customer service. - Partnered with 39 branches in the Los Angeles area to efficiently provide business banking services and to ensure the achievement of performance metrics’ to help grow the P & L while proactively managing risk. - Coached and developed staff members on all aspects of successful new customer acquisition… Show more - Managed a team of 14 Relationship Managers with a goal of growing the book of business with a focus on quality loan, deposit and fee growth while providing superb customer service. - Partnered with 39 branches in the Los Angeles area to efficiently provide business banking services and to ensure the achievement of performance metrics’ to help grow the P & L while proactively managing risk. - Coached and developed staff members on all aspects of successful new customer acquisition, relationship management through deepening and retention of the premier clients. - Maintained community presence with most well-known economic development groups, public officials in the greater Los Angeles area. Show less

Los Angeles

Managed a team of professionals that assisted small and minority owned companies.Awarded “Best Performing Program,” by the U.S. Department of Commerce in 2007 for exceeding lending and procurement goals to minority and women owned businesses.

Los Angeles

Attracted, Retained and Expanded businesses in Los Angeles.

Performed Collateral Audits on Accounts Receivable and Inventory Calculated Borrowing Bases Determined that Client’s Accounting Records were Adequate for Bank Monitoring and Auditing PurposesMonitored Loan Covenants

Bachelor Of Science (B.S.), Business Administration

Education record