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Lisa Moncrief is listed as Participations| Client Services | Relationship Building | Finance | Commercial Banking | Portfolio Management | Credit Risk | Wealth Management | Business Planning | Treasury Management | Loan Origination at Wings Financial Credit Union, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at wingsfinancial.com and a matched LinkedIn profile for Lisa Moncrief.
Lisa Moncrief previously worked as Commercial Loan Participation Manager at Wings Financial Credit Union and Vice President, Client Manager at City National Bank. Lisa Moncrief holds Mba, Finance from University Of Denver - Daniels College Of Business.
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I have spent my most of my banking career, which spans 30 years, in commercial lending and private banking either as a credit analyst or relationship manager. At Wings, I’m responsible for developing strategic direction and implementation of commercial loan participation purchases and sales, as part of Wings overall commercial growth strategy. Fundamental to the position is the identification, development & maintenance of counterparty relationships with financial institutions. I have a keen interest in providing exceptional service through a consultative approach. By engaging with partners, together we develop strategic insights to help achieve our mutual goals. Possessing a natural curiosity, I'm passionate about hearing stories and learning more about what makes a financial institution successful or what failures taught them invaluable lessons. I collaboratively work with both of our teams in order to deliver an exceptional participation experience with either selling or buying. With an eager desire to find customized solutions, I will explore multiple paths to find the right fit.Through my extensive volunteer work, I have gained a broad sense of community and global needs . Being a long time member and serving on the board of the Minneapolis City of Lakes Rotary Club has allowed me to funnel energy toward those in need.
Listed skills include Banking, Credit, Loans, Commercial Lending, and 20 others.
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Apple Valley, Minnesota, United States
As part of Wings overall commercial lending growth strategy to include participation purchases and sales by developing counterparty relationships with credit unions, banks, and other fixed income investors. Responsible for managing the participation program with staff and system needs to support growth of the portfolio.Wings was founded in 1938 by 7.
Greater Minneapolis-St. Paul Area
Minneapolis, MN
Developed key relationships and retained valued clients by building relationships. Provided solutions to meet the financial needs of small to medium sized businesses in a variety of industries ranging from manufacturing to professional associations.
Responsible for supporting the Private Financial Services managers in their month-end close results and variance analysis. Presented results at business line meetings.
Activities and Societies: Graduate Business School Association
Activities and Societies: Prince of Wales Club - The country's oldest continuously active riding club
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Lisa Moncrief works for Wings Financial Credit Union.
Lisa Moncrief is listed as Participations| Client Services | Relationship Building | Finance | Commercial Banking | Portfolio Management | Credit Risk | Wealth Management | Business Planning | Treasury Management | Loan Origination at Wings Financial Credit Union.
AeroLeads has found 1 work email signal at @wingsfinancial.com for Lisa Moncrief at Wings Financial Credit Union.
Lisa Moncrief is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Wings Financial Credit Union.
Lisa Moncrief has worked for Wings Financial Credit Union, City National Bank, Alerus, Bnc National Bank, and U.S. Bank.
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Lisa Moncrief holds Mba, Finance from University Of Denver - Daniels College Of Business.
Lisa Moncrief is listed with skills including Banking, Credit, Loans, Commercial Lending, Finance, Financial Analysis, Commercial Banking, and Cash Management.
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