Jenae Iverson Email & Phone Number

West Des Moines, Ia

Responsible for marketing treasury management products to existing customers, source prospects and develop new non-credit customer relationships. Develop and execute treasury sales presentations, written proposals, and profitability analysis. Coordinate service support for resolution of customer issues ranging from deposit discrepancies to complex deposit processing problems.

Urbandale, Ia

Directs, administers, and coordinates the internal operational activities of the organization in accordance with policies, goals, and objectives established by President & CEO. Leads and directs the following functions and/or business units: operations, administration, compliance, marketing and communications, customer service, dealer services (F&I) and product promotion/development.

Des Moines, Iowa Area

Responsible for marketing treasury management products to existing customers, source prospects and develop new non-credit customer relationships. Develop and execute treasury sales presentations, written proposals, and profitability analysis. Coordinate service support for resolution of customer issues ranging from deposit discrepancies to complex deposit processing problems. Participate in industry associations and attend conferences on behalf of FNBO.

Responsible for managing deposit intense middle market commercial customers and loan portfolio in excess of $77,000,000. Monitor and enhance profitability of all assigned relationships. Cross-sell all of bank products groups to existing and new customers, sourcing for prospects and developing new customer relationships. Also provide financial advice to customers.

Des Moines, Iowa Area

Responsible for providing financial analysis, underwriting and monitoring of a $250M+ diverse middle market loan portfolio. Assist Relationship Manager in presenting credit requests to Credit Approval. Work closely with Relationship Manager in all aspects of the relationship lending process.

Des Moines, Ia

Responsible for qualifying small to medium size contractors for surety bonds through the underwriting analysis of the corporate and personal financial statements. Called on insurance agents in IA, AZ, MI, MO, and VA to promote use of Merchants Bonding Company. Developed a strong and loyal client base through quality and timely service.

Analyzed, reconciled, and verified the reporting of financial statements, general ledger, accounts receivable, accountspayable, cash flow, and payroll taxes of asset based loan clients. Reviewed inventory costing and perform test counts at various types of manufacturing as well as distributors and wholesalers within the automotive, retail, and service industries.

Bachelor Of Business Administration (Bba), Finance, General

Education record