Marcus Jackson Email & Phone Number

Grand Rapids, Michigan, United States

• Assessing community needs and executing on the bank’s strategy to build strong communities ensuring alignment with the community and economic development priorities • Leading the development and implementation of the banks Community Reinvestment Act/ Community and Economic Development strategies at the region level within assigned assessment areas • Developing and maintaining relationships with key community partners and nonprofit organizations as well internal region and Bancorp leaders and partners in marketing and communications, corporate social responsibility, government relations, business resource groups and the Fifth Third Foundation• Managing the regional charitable contributions budget and local giving council to ensure charitable investments align with the bank’s strategic priorities • Identifying and evaluating community and economic development partnerships and impact of the banks philanthropic investments and nonprofit sponsorships• Fostering and maintaining a strategic network of West Michigan and statewide community development intermediaries, non-profit and for- profit entities • Collaborating with other region Community and Economic Development Managers on risk/compliance matters, best practices, and strategic partnerships throughout bank footprint • Representing the bank as a leader in the community as well as projecting a positive image by serving on various boards/ committees and taskforces that support low to moderate income communities and attending community development events• Analyzing Community Reinvestment Act performance and market data as well as preparing qualitative and quantitative assessments to effectively communicate results to varying levels within the bank

Greater Detroit Area

Established the Community Development organization for Southeastern Michigan Region• Individually created and grew a book of business of small businesses $1 million and under in annual sales located in Oakland, Wayne, and Macomb counties• Prepared and created commercial loan presentations for a wide range of industries• Consistently grew book of business over 40% year over year, with a retention rate of over 90%• Established and fostered relationships with various nonprofits, community development organizations, and financial institutions in Southeastern Michigan• Continually met and exceeded CRA goals for the Michigan market. Most recently achieving an Outstanding Rating• Provided a client focused approach to service by coordinating and leveraging relationships with CIBC’s Mortgage, Retail branches, Wealth Management, and Commercial Banking departments• Spoke on various panels, conferences, as well as teaching classes with local partners to educate the business community on best banking practices and financial management

Greater Detroit Area

Managed 160 small business banking clients in various industries in the Metro Detroit area ranging from $1-$10 million in annual sales, utilize programs to ensure clients achieve and exceed monthly sales targets. Determined client credit worthiness through debt service, cash flow and operating ratio analysis by conducting research, determining market opportunity evaluations and deriving market trends of various industries including Healthcare, Manufacturing, Product Wholesalers, Professional Services, Retailers and others• Developed and maintained forceful cross client relationship support using market trends development of supply chain relationships, and client product strategy• Prepared relevant financial and company analysis documentation including credit memos, SWOT analysis ,and company valuation statements, product mix recommendations and required state and federal required documentation. • Provided a client focused holistic approach to service and product delivery by directing client product delivery through various department working relationships including Treasury Management, Merchant Services, Wealth Management, PNC Investments

United States

Participated actively in a rotational management training program developing business acumen and skills in individual and market credit evaluation, direct sales, banking operations and client management. Program focused on small business consulting, new business development valued at $1- $10 million in annual sales and effective service and product delivery • Successfully completed the Financial Analysis Credit course • Achieved placement as a Business Banking Officer by meeting all program requirements

Kalamazoo, Michigan Area

Consulted on personal or business financial matters with patients in over 20 hospitals in the Midwest, speaking and presenting encouragement with a minimum of 50 clients daily • Set-up payment plans, health insurance program reviews and service provisions, appointment confirmation and extended service provision as required• Appointed new staff Mentor and guide on procedures and processes • Studied for and earned all required HIPAA certifications and certificates

Provided student transition support and guidance to Freshman while serving as new student advisor and mentor, utilizing program consisting of both a structured two credit hour class and nonacademic social and transition support• Provided class room instruction, assignments and exam management for a class of 25 first-year students by serving as Teacher Assistant• Planned, designed, and scheduled student events on and off campus

Provided student transition support and guidance to Freshman while serving as new student advisor and mentor, utilizing program consisting of both a structured two credit hour class and nonacademic social and transition support• Provided class room instruction, assignments and exam management for a class of 25 first-year students by serving as Teacher Assistant• Planned, designed, and scheduled student events on and off campus

Master Of Business Administration - Mba, Finance

Activities and Societies: Graduate Business Student Association

Bachelor Of Business Administration - Bba, Marketing

Activities and Societies: Alpha Kappa Psi Co-Ed Professional Business Fraternity, Sigma Lambda Beta International Fraternity Inc., Drive.