Evan Dunlap Email & Phone Number

Waco, Texas, United States

Waco, Texas, United States

- Worked as part of a market-leading team to deliver high-class service to consumer and small business customers- Relied on as a primary revenue driver for our location, supporting most of our high potential prospects and high net-worth clients- Viewed as the team mentor for other developing bankers, assisting with education and development of their evaluated metrics- Often exceeding company goals for role; performing as a leading banker in both revenue targets and satisfaction surveys- Facilitated a work environment that continually met both company guidelines as well as complex banking regulations

Waco, Texas, United States

- Served on the leadership and managerial team for a non-profit association consisting of 60 registered and active members.- Assisted in planning and execution of community outreach events and fundraisers.- Conducted public speaking engagements with an attendance of 50 on average.- Assisted with developing annual and quarterly financial budgets as well as allocating staff/volunteer resources.

Corpus Christi, Texas, United States

- Managed and allocated staff and material resources to meet production deadlines and goals, including coaching, evaluating performance and onboarding- Provided quality control to all outgoing correspondence to ensure their accuracy and quality as well as oversight to all office operations- Prepare and process incoming and outgoing client requests such as applications, transactions, and transfers; while acting in a primary support role for our investment advisors- Insured compliance records are accurate and current while verifying that our office is following all company/industry policies and restrictions

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Education record