Jaye Thomas Email & Phone Number

Tacoma, Wa, Us

Services include knowledge of Business loans such as lines of credit, equipment financing and term loans. Knowledge in SBA 7a, SBA 504 loans, and Equipment lending. Treasury and Cash Management tools that help mitigate risk and maintaining cash flow.

As a Key@Work Relationship Manager, I work with businesses to develop elevate and educate Financial Wellness in the workforce. Education is done through our dynamic Key@Work program offering workplace banking, designed to help participants better understand their financial needs.

Spanaway, Washington, United States

Develop a comprehensive plan for attainment of branch goals, Assign work goals/performance expectations. Business account opening & growing existing book of business, Knowledge of Business loans such as lines of credit, equipment financing and term loans. Knowledge in SBA 7a, SBA 504 loans, QuickBooks, reading both personal and business tax return documents.

Issaquah

Develop a comprehensive plan for attainment of branch goals, Area Champion in Small Business, and Financial Wellness, Assign work goals/performance expectations, Business account opening & growing existing book of business, Knowledge of Business loans such as lines of credit, equipment financing and term loans, Knowledge in SBA 7a, SBA 504 loans, and Equipment lending, Knowledge in QuickBooks, reading both personal and business tax returns, Quartile 1 Branch Top 250 in the Company

Pierce County

Managing client portfolios on high net worth book of business up to 25MM, Knowledgeable in both credit write ups and Commercial Real Estate Loans, Daily call reports including calling on premier commercial clients, growing and maintaining book of business, Outbound calling to new and existing business in the area on weekly basis, Working with ADP and Payment tech to generate positive revenue and cash flow, Promoting team work and working with Personal Banker team on identifying business prospects, Work closely with branch manager and branches P&L, Business Leader to Bankers and Small Business Specialist in multiple branches, High producer with multiple awards in Commercial Banking