Lisa Keller Email & Phone Number

United States

Atlanta Ga

Client Service Business BankingBusiness Banking focuses on business with revenues of $3mm through $30mm.

Business Banking focuses on businesses with revenues of $3 million through $30 million.

• Premier Banking & Investments 1/1998 – 4/2009VP & Senior Client Manager Atlanta, GA; Midtown and Buckhead offices
• Grew my portfolio to 400 relationships with total value of $242 million ($105 million outstanding credit balances + $88 million deposits +$49 million in investment balances). 45% of the clients in my portfolio have.
• Averaged $15.7 million in loan production for 2006-2008.
• Ranked in top third by performance in terms of credit production, organic investment and deposit growth, and client satisfaction with 2300+ peers nationally from 2004 through 2007.
• Ranked in top 10% by performance in terms credit production, organic investment and deposit growth and client satisfaction with 2300+ peers nationally in 2006.
• Consistently had client satisfaction scores of 80%.

• (NationsBank became Bank of America in 1/1998)Professional & Executive Banking division 2/1992-12/1997Vice President & Relationship Manager Atlanta, GA; Downtown and Midtown offices
• Grew portfolio to 250 clients with $20 million in outstanding loans. Client base of individuals, professional firms and businesses.
• Underwrote business lines and term loans for medical practices and law firms and other businesses and handled the secured and unsecured borrowing needs of the owners and other wealthy clients.
• Sold treasury management services.
• 1997 4th Quarter Highest Ranking (96%) on Customer Service Quality Survey; 3rd Quarter #1 in Treasury Management Fees and Total Fee Income for Ga. Division.
• 1995 Top Relationship Manager for production 4th Quarter 1995.

• (NCNB and C&S National Bank became NationsBank in 2/1992)Private Banking; 10/1987-1/1992VP & Private Banking Center Manager; Atlanta, GA; Midtown office
• Opened new Private Banking office location and managed 4 individuals. Grew office from $0 to $14.8 million in committed loans with $11 million outstanding.
• Underwrote credit deals for myself and 2 other lenders and presented deals to our Market Manager and Senior Credit Officer for approval.
• Above Satisfactory audit and credit exams for 4+ years that I managed the center. Center consolidated with another office when bank merged with NCNB and became NationsBank in.
• Focused on obtaining deposits, credit and investment business of professionals, corporate executives, entrepreneurs, and businesses of the preceding individuals.
• Grew my loan portfolio from $0 to $8 million.

• South Metro Division; 4/1982-4/1985; Commercial Lending Officer & AVP; South Metro Atlanta, GA
• Built new loan portfolio of $5 million composed of businesses, professional firms and owners’ personal banking business at Commercial Center located in East Point, GA that had market of south Fulton County, Clayton.
• Handled a variety of business lines and term loans, including providing financing for relocating a car dealership from south Fulton County to north Fulton County.
• Underwrote credit proposals and presented them for approval.
• Responsible for reviewing and maintaining credit quality of portfolio with quarterly and annual reviews.
• Was top Deferred Income Trust Salesperson for Georgia in 1984._____________________________________________________Credit Services and Credit Administration Division 6/1979-4/1982Commercial Lending Management Associate.

Ba, Economics & History

Activities and Societies: Graduated with honorHave Series 6 and Series 63 security license and insurance designation.

Education record

Completed Omega Commercial Loans to Business Training Program. Completed Commercial Lending Training School.