Helping people with all of their mortgage and banking needs in West Belle Meade, Tennessee!

Successfully broadened Fifth Third’s brand and relationship with customers by recognizing business opportunities that increase profitability, sustain its customer base, and create new and lasting relationships. Utilized core strengths to generate respect and trust and in turn exceed customer expectations. Mentored and led staff to ensure targets and goals were met while maintaining employee engagement. Employed refined relationship-building skills and collaborative mindset to cultivate prospects and build relationships with businesses and individuals. Ensured integrity of all relevant account documentation and verified all collateral. Selected Contributions:• Served as the subject matter expert providing recommendations to prospective and current customers while providing specialized care and service.• Authored and implemented successful risk management policies by analyzing businesses processes.• Completed continuing education that includes FACT Act, SAFE Act, Wire Security, Compliance and Risk, Branch and Financial Center Awareness, Financial Crimes, Data Loss Prevention, Privacy Compliance, Ethics and more.• Exhibited superior mindfulness while maximizing bank profitability through appropriate pricing. • Affirmed capacity to excel by maintaining positive and productive relations with all customers, potential customers, and coworkers.• Provided insightful vision and guidance through term negotiation; structured loan financing based on risk considerations; presented credits for approval to appropriate levels of authority in accordance with bank procedures; completed and maintained financial tracking records.

Successfully determined operational needs and objectives by evaluating office and business functions, current systems and processes, staff needs, and available resources. Evaluated the outcomes of process improvements and presented findings to leadership. Created and utilized project plans that included phases, timelines, budgets, and communications. Demonstrated reliability and ingenuity by researching and identifying new donors and revenue-generating opportunities for team of eight professionals. Prioritized initiatives, as well as necessary resources, based on data and reporting. Delivered key contributions toward success by managing vendor relationships; negotiating contract pricing and vendor selection; developed, prepared, and produced all department fundraising reports; managed development of staff performance metrics and fundraising goals. Selected Contributions:• Served as System Administrator in financial software test environment. • Identified, evaluated, and investigated data to minimize exposure to risk by assessing ongoing potential threats as well as implementing measures to offset, minimize or eliminate risks.• Successfully authored reports utilizing Crystal reports, Access, Excel, and others to detect patterns or issues relating to data entry, software, hardware, and quality.• Streamlined processes, improved rigor, and clarified expectations through development and implementation of research policies procedures. • Leveraged experience and skill to create and execute project plans that included phases, timelines, budgets, and communications. • Exercised detailed analysis and judgment to evaluate process improvement outcomes; presented findings to corporate leadership.