Jason Phillips Email & Phone Number

Memphis, TN, US

Collierville, Tennessee, United States

Germantown

Greater Memphis Area

• Managed a multi-million dollar portfolio of commercial loans, deposits and other assets and provide management direction to the local Memphis branch staff in the daily operations.
• Ranked in the top 5 for loan fee production in 2014
• Recognized as the most profitable branch last year with over $800,000 of net income
• Consistently achieve revenue and customer retention goals while increasing client profitability through relationship building, outstanding service delivery, cross selling and referral development.
• Responsible for all phases of underwriting loans including real estate analysis, cash flow models, and profitability models.

Greater Memphis Area

• Monitored and maintained new and an existing portfolio of commercial clients by utilizing different sales techniques such as cold calling, and networking organizations to meet new prospects.
• Exceeded loan growth goals in 2007 by 50%
• Consistently ranked in top 20% of loan production each year
• Credited for heavy cross selling of other banking services such as business insurance, payroll service and treasury management services that produced strong customer loyalty.

Greater Memphis Area

• Provided a high-level of relationship management to business clients and prepared comprehensive financial profiles to help determine client’s needs and goals.
• Exceeded loan growth goal by 33% in one year.
• Grew client base through strategic development and cultivation of alliances resulting in strong network of external referral sources.

Greater Memphis Area

• Performed expert marketing of financial services within the commercial banking sector focused on businesses in the Memphis, Tennessee area.
• Launched a commercial banking sector for First South Credit Union.
• Performed market analysis and research to identify target markets and partners.
• Responsible for First South Credit Union becoming a Small Business Association (SBA) guaranteed lender.

Greater Memphis Area

• Charged with driving product sales for a new sales channel within the company that included generating new accounts, loans, treasury management, insurance and payroll services.
• Played a key role in the development of a business product sales team consisting of four business advisors.
• Contributed to negotiation, analysis and restructuring of loans for clients.
• Partnered with Relationship Managers within the State of Tennessee to generate business with existing customers.

Macon, Georgia Area

• Spearheaded the sales and marketing efforts for over 100 large and small independent retailer’s accounts throughout the State of Georgia. Provided training and leadership to 5 Indirect Account Managers and Retail Sales.
• Drove dramatic territory sales growth with the highest volume of new accounts.
• Transformed an under-producing market into the number one territory in the company for prime sales in just ten months.
• Recognized as the model territory for the company.

Commercial Lending Academy

Maketing, Business