Kelli Wheeler Email & Phone Number

Greater Chicago Area

Greater Chicago Area

Prospected new loan, depository and treasury management clients. Led portfolio penetration through cross-selling and referrals. Responsible for customized loan structure, analyzing financial statements, underwriting, portfolio and risk management of 395 clients with total loans and deposits of $30 million and minimize attrition by maintaining client satisfaction. Mentored and collaborated with internal partners to maximize new opportunities.* Exceeded sales goals and brought in five new relationships and $3+ million in loans;* Achieved a 35% closed conversion rate on retail referrals;

Wheaton, Illinois

Prospected new loan, depository and treasury management clients. Spearheaded portfolio penetration through cross-selling and referrals. Mentored and coached junior level bankers and internal partners to maximize new opportunities. Responsible for portfolio and risk management of a $50 million, analyzing financial statements, underwriting, customized loan structuring and minimized attrition by maintaining client satisfaction.* Exceeded sales goals and brought in 15 new relationships, $20+ million in loans and $5+ million deposits;* Increased portfolio usage of Treasury Management by 5% in one year;* Achieved sales production ranking of 8 out of 56 in peer group;* Awarded SBA Platinum Club for reaching Top 5% in SBA loan production corporate wide;

Naperville, Illinois

Oversaw prospecting of new commercial loan, depository and treasury management clients. Responsible for analyzing, underwriting, structuring and approving of new and loan requests. Led portfolio and risk management of a $64 million commercial portfolio. Minimize attrition by maintaining client satisfaction, identifying cross-sell opportunities and referrals. Led integration of internal partners following an acquisition. Responsible for district audit retest preparation and response resulting in a "Meets Acceptable Standards".* Exceeded sales goals and brought in 20+ new relationships, $40+ million in loans and $25+ million in deposits;* Consistently identified and cross-sold all areas of the bank and exceeded revenue growth goals; * Recipient of Harris Club sales award;* Directed portfolio risk management & improved troubled credits from 36% to 3% of my portfolio;* Participated and coordinated multiple Women in Business and Multi-Chamber events;

Wheaton, Illinois

Prospected new commercial loan and depository clients. Responsible for analyzing, underwriting, and approving new commercial and consumer loans. Served as branch management team, internal loan committee as well as loan policy, business development, CRA, and product and pricing committees. Oversaw portfolio risk management of a $30 million portfolio with successful workout of all problem accounts with not charge-offs.

Chicago, Illinois

Analyzed, underwrote and approved commercial loan requests. Oversaw portfolio and risk management of a $30 million credit portfolio. Minimized attrition and identified cross-sell opportunities to increase revenue. Trained junior sales force and credit staff and completed quarterly management self-assessment of the unit. Interacted and supported staff in attaining business goals, while maintaining credit quality. Designated as the Subject Matter Expert on underwriting platform.

Bachelor Of Business Administration (Bba), Finance, General

Associates Degree, Business Administration And Management, General