Kelsey Staab Email & Phone Number

Pennsylvania, United States

- Management of a $75MM to $100M agricultural portfolio that includes identifying additional loan opportunity, deposits, or financial services while monitoring existing credit quality and repayment activity- Prioritize, identify, and develop relationship strategies for high-value retention and expansion of clients- Cross sell all bank products and directs the coordination of referrals- Plan and execute quality client/prospect calls to drive revenue growth through self-sourced opportunities- Collaborate with coworkers and third parties to make recommendations, credit decisions, and review customer profiles- Manage transactional process from initial engagement through final close. Assuming full ownership of the client experience while working in collaboration with coworkers to complete the transaction- Deliver knowledgeable advice and solutions with client relationships to optimize revenue opportunities to the bank- Coordinate and attend fairs, sponsorships, and events in the Agricultural Department- Train new employees on the Agricultural team--

- Prepared and completed the renewal process for maturing lines of credit- Supported Relationship Managers’ with underwriting and credit monitoring of existing and proposed portfolio clients- Point of contact for referrals of clients to Relationship Managers and bank personnel- Promoted Ephrata National Bank’s brand and services- Handled all Farm Service Agency guaranteed loans and complete required annual paperwork/monitoring- Monitored financial covenants and handled all financial information collection and requests- Participated in the American Bankers Association courses/training- Attended all Ephrata National Bank branch location meetings in a quarterly manner to help educate and train staff- Assisted with underwriting the Paycheck Protection Program Loans- Worked with the Small Business Administration on audits of Paycheck Protection Program forgiveness applicants

Ephrata, Pennsylvania

- Handled confidential client information, tracking, and collecting, when needed- Interacted with clients, external contacts, and other employees via phone, e-mail, and in person- Proficient computer skills with navigation and use of Microsoft, Excel, and PowerPoint- Aided in development of new department tools to increase productivity and organization- Reviewed and responded to monthly and quarterly reports- Recorded and transcribed quarterly Agricultural Meeting Minutes- Managed Relationship Managers’ calendars and provide meeting coordination with internal and external clients

Lancaster, Pennsylvania Area

• Coordinated vet, farrier, dentist, chiropractor, massage visits • Determined and monitored grain and hay amounts; ordered hay and grain• Administered general medications/wormers and treat wounds• Established worming, vet, and dentist schedule for year-to-year use• Maintained barn and grounds cleanliness and maintenance • Assessed new horses; sold project horses and ponies; handled young unbroken horses• Trained and exercised horses for competition and clients• Developed a plan for horses in training• Coached clients in lessons and at shows• Performed daily stable chores such as feeding, cleaning stalls, and turning out horses

Bethel, Pa

• Maintained stock of medical supplies on the truck and cleanliness• Prepare billing statements, collected payments, and file records• Handle and update patient information as well as record retention • Educate customers on clinical procedures and policies• Assist vet with clinical procedures when required• Clean medical supplies as needed and run laboratory tests• Provide a safe and sanitized environment to perform procedures

Bachelor Of Science (B.S.), Agribusiness/Agricultural Business Operations

Activities and Societies: NAMAMember of the National Agri-Marketing Association where I was able to travel to Jacksonville, FL and Kansas.

Education record

High School, General Education

Activities and Societies: Swim Team, Distinguished Honor Roll