Eloise Smithard Email & Phone Number

Houston, Texas

-Maintain and grow a portfolio of high-net-worth clients -Offer proactive advice and financial planning solutions-Provide my clients with Private Banking Lending and Depository Services, Risk Management, Asset Management, Wealth Transfer and Financial Planning-Coordinate a team of professionals with varied fields of experience -Serve as my clients' primary contact with the Bank

Houston, Texas

Provide sales and operational support to Senior Relationship Managers - Initiate and execute credit requests; act as liaison between Relationship Managers, clients, and underwriters - Manage the approval process of loan packages and source required legal and financial documentation - Create Excel Relationship Pricing Models to account for risk and profitably price loans - Contribute to the formation of credit structure, prepare terms, and communicate terms of approval to clients - Covenant loan compliance and enforcement - Prepare account summaries and loan contracts for client meetings - Identify opportunities to expand and deepen relationships- Conduct background research on prospective clients - Develop external marketing materials

Birmingham, Alabama

Rotations: Credit Risk Policy, Wealth Management, and Wealth, Consumer & Commercial UnderwritingSkill Training: Dale Carnegie Skills for Success and High Impact Presentations The BBVA LEAP (Learn, Evaluate, Apply, and Placement) Program is a comprehensive rotational program designed to provide an introduction to the company and an overview of each line of business within the organization. Over the course of the program, associates receive training on systems and credit fundamentals, develop personal/professional skills, and participate in a banking simulation. Participants complete rotations (6-week assignments) in which they work directly with line managers on projects and assignments related to specific departments. At the conclusion of the program, associates are placed into roles in which they can utilize their skills and interests as well as support the needs of the organization.

Bakersfield, California

Policy, Government, and Public Affairs (PGPA) Developed a business unit wide Communications Strategy Plan, and supporting products- Analysis of Focus Group Studies - Update San Joaquin Valley Business Unit (SJVBU) Website - Produce new content for the Chevron Image Library- Publish four Success Stories to enterprise-wide intranet- Write a publicly-presented speech for a member of SJVBU leadership team - Create SJVBU fact sheets for internal and external communication- Sourced low-cost provider to jointly develop an infographic for external use- Work with GIS technicians to create an interactive map of SJVBU operations - Produce a video to explain the role of mentoring - Participate in multiple stakeholder engagement events to develop relationships with local leaders and organizations - Revisit the Fuel Your School (FYS) campaign, from the perspective of a local market and participate in meetings with Edelman Public Relations in Los Angeles

San Ramon, California

Policy, Government, and Public Affairs (PGPA) - Content development for Fuel Your School (FYS) campaign, funding local school initiatives- Developed stakeholder engagement plans for FYS and Pac-12 Sports Partnership - Analyzed Pac-12, NFL, and NBA teams and created a database of resources for Chevron to strategically utilize through their partnership - Developed a working relationship with Donors Choose, a partner in the FYS campaign - Liaison with external vendor - Edelman Public Relations in San Francisco - Monitored and managed social media accounts (Twitter, Facebook, Instagram) - Assisted in bilingual (FYS) video production

Houston, Texas

Policy, Government, and Public Affairs (PGPA) - Researched and published White Paper detailing Economic Benefits of Shale Production- Co-developed iPad application for public use, explaining fracking in the Marcellus Shale- Analyzed incident statistics. Published intranet article Zero Is Attainable (ZIA) highlighting Chevron North America Exploration and Production's (CNAEP) safety success - Developed CNAEP fact sheet for internal and external stakeholders

B.S. Economics, B.A. World Languages Spanish & Chinese, Minor International Relations

Activities and Societies: Student Advisor & Ambassador of SMU Study Abroad, Member of Delta Delta Delta National Sorority, Panhellenic.

Educational Program: Financial Planner, Finance

Activities and Societies: Courses: Professional Conduct & Regulation, General Financial Planning Principles, Education Planning, Risk.

High School, International Baccalaureate

Activities and Societies: Model United Nations Delegate (Harvard University, Johns Hopkins University, Georgetown University, University.

Elementary Education & Portuguese