James Ebben Email & Phone Number

Dousman, WI, US

Brookfield, Wisconsin, United States

Waukesha WI

• Generate new relationships while servicing a portfolio of existing clients across a variety of industries and stages of growth.
• Proactive portfolio management
• Achievement of loan, deposit and fee income goals.
• Provide cross product referrals to meet client needs with investment services, cash management and insurance.
• Relationship enhancement significantly increasing client loyalty.
• Provide creative lending solutions for diverse clients including traditional C&I, commercial real estate, expansion, mergers, acquisitions and buy-out, plus start-up and emerging business,

• Managed a staff of underwriters, loan servicing and special assets specialists supporting the bank’s overall production goals while maintain Preferred Lending Status with the US Small Business Administration..
• Provided end-to-end support of over $31MM in government guarantees annually with no losses related to responsibilities, delivering quality support to the Sales Team.
• Delivered credit support for diverse clients including start-up and emerging business, turn-around and expanding operations, mergers and acquisitions, buy-outs, exporting, asset based and contract financing.
• Oversaw compliance as oversight manager of a $100MM portfolio through the development of policies and procedures, maintaining Preferred Lender credentials through all four SBA audits, a rare and exceptional achievement.
• Developed and posted underwriting processes and job aids creating efficiencies resulting in enhanced client experience and improved turn time while ensuring superior compliance.
• Maintained outstanding rapport with key industry and SBA leaders.

• Loan Officer - Economic Development ProgramsProvided consulting expertise in complex loan structure and analysis, SBA guaranteed products, WEDA and local revolving loan funds.
• Led company sales production, originated approximately 200 504 Debentures.
• Played instrumental role in reestablishing WBDFC reputation in the Metro Milwaukee Market.
• Significantly contributed to WBD education seminars and internal policies and procedures.
• Managed underwriting and closing staff.
• Consistent achievement of production goals and outstanding client satisfaction surveys.

Bba, Finance

Education record