➤ Joining the Bank's new Loan Production Office, handling the needs of larger Commercial and Industrial loans in addition to standard business services for this $1.3BB privately held Full-Service Bank with 15 WI locations.➤ Successfully growing the portfolio in aggregate loan exposure by working closely with internal partners to facilitate the development of new business and drive market share growth.➤ Actively developing prospective clients through Centers of Influence and other proactive measures, resulting in consistently generating revenue growth by managing, and growing profitable commercial loans.➤ Effectively managing and developing a portfolio of commercial relationships, ensuring retention of total client assets and net growth, while complying with established risk management and credit policy, business strategy, and regulations.➤ Efficiently performing a pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic/industry trends.➤ Meeting with and interviewing loan applicants to develop information concerning their business needs, strategies, collateral, and revenue model to determine credit risk, capacity, leverage, and cash flow to satisfy debt obligations.➤ Successfully cross-selling treasury management, wealth management, private banking, mortgages, and retail services, as well as connecting businesses to other partners who can help each other grow together.➤ Playing a part in clients' success by developing solutions to meet all of their financial goals, helping them improve business operations, functionality, and profitability.➤ Participating with senior management in developing, analyzing, and finalizing major and complex loan agreements with representatives of large businesses, as well as participating in various internal committees.

Provided direct client support to senior trust executives for high net worth accounts of $300,000 or more.➤ Set up trust, investment and Individual Retirement Accounts.➤ Assisted in managing over $900 million in client assets.➤ Created market value summaries and analysis of accounts.➤ Managed sale and redemption of stocks and bonds to client accounts.

Handled a full range of client services and products at branch location.➤ Performed in the top 10% of all personal bankers and consistently exceeded sales goals.➤ Cross-sold and referred within M&I Bank and its affiliates.➤ Conducted consumer lending: first/second mortgages, automobile and personal loans.