Private Wealth Management Lending AdvisorDesign customized credit solutions for wealthy individuals and their closely-held business

J. P. Morgan Private Bank Capital Advisor Drive the lending process for private wealth management clients

Senior Commercial Real Estate LenderEstablished and managed a remote office to serve commercial real estate clients based in Louisiana and south Mississippi. Duties included underwriting and recommending new loans, seeking new deposits/treasury management business and providing introductions to other sectors of the bank for cross-selling.

Large Commercial Real Estate Relationship ManagerOne of the first bankers hired in a new department to serve professional real estate developers and investors in the Greater New Orleans area. Initial duties were focused on clients with annual credit needs up to $5 million. In 2002 promoted to Vice President with duties focused on maintaining and growing larger clients’ relationships in south Louisiana with large professional developers. Primary duties included finding and recommending new loans, seeking new deposits/treasury management business and providing introductions to other sectors of the bank for cross-selling.

Middle-Market Commercial Real Estate Relationship Manager

Commercial Real Estate Relationship ManagerInitially completed a 3-month intensive, formal, commercial bank training program followed by preparing written loan analysis reports underwriting new credit requests. After a year was promoted to relationship manager in First NBC’s Hospitality division, banking hotels, casinos, restaurants and other hospitality-related businesses. Following the Bank One merger, began to manage client relationships in Greater New Orleans with professional real estate developers. Duties including recommending new loans, seeking new deposits/treasury management business and providing introductions to other sections of the bank for cross-selling.

Hospitality Relationship Manager

Began as a part-time staff assistant responsible for planning, coordinating and researching special projects; assumed increasing levels of responsibility and by 1991 supervised staff of 8, managed daily operations of food bank and decided urgent matters in absence of Executive Director.